Pulsus

Controller

• Manage cash flow by preparing projections and analyses of Accounts Receivable (CAR), Accounts Payable (CAP), and financial investments, ensuring the organization’s financial health;
• Plan and ensure proper use of the Omie system, contributing to the efficiency and automation of financial processes;
• Ensure compliance with accounting and tax regulations, working with the external accounting firm to validate period-end closings and maintain data integrity;
• Develop tax planning and optimization strategies, identifying opportunities to reduce costs and mitigate risks;
• Assist in preparing and controlling Pulsus’s budget, ensuring alignment with the company’s strategic goals;
• Define, monitor and analyze financial KPIs and Unit Economics indicators (such as Cash Flow, MRR, CAC, among others) to support strategic decisions;
• Prepare ad hoc financial analyses, providing valuable insights for decision-making;
• Maintain effective communication with accounting firms and banking institutions, strengthening strategic partnerships;
• Audit Accounts Receivable (CAR) and Accounts Payable (CAP) activities;
• Improve the operational efficiency of the finance department by identifying improvement opportunities, developing automations for financial processes, and leveraging AI.

Customer Success Manager

• Manage a low-touch portfolio, acting as a business consultant to ensure client retention and sustainable success.
• Monitor and analyze key metrics (Net MRR Expansion, Churn, Coverage, and CSAT), translating metrics into predictive action plans to optimize base performance.
• Develop and implement personalized success plans, ensuring customers achieve their business objectives and extract maximum value from the Pulsus platform.
• Perform ongoing diagnostics to identify, negotiate, and convert expansion opportunities, driving revenue growth within the customer base.
• Lead strategic renewal negotiations, balancing customer satisfaction with operational profitability.
• Conduct continuous follow-ups (meetings, RTS, and RMS) online with customers to ensure their satisfaction;
• Deliver training to enable customers to use our solutions and platform effectively;
• Facilitate communication between customers and internal teams, ensuring an integrated and efficient experience;
• Resolve complex issues, acting as a facilitator to find solutions;
• Actively contribute to the continuous improvement of the CS area, proposing methodological innovations that raise operational efficiency and the quality of customer relationships.

Controller

Customer Success Analyst