Financial Planning and Analysis

• Provide reactive multichannel support (via tickets, email, and online chat) and across multiple products (RDSM and RD CRM);
• Ensure adherence to playbooks to minimize errors and maintain consistency in financial processes;
• Maintain clear and assertive communication with customers and internal teams, contributing to more collaborative workflows;
• Investigate and resolve financial issues, such as inquiries about invoices, tax invoices (notas fiscais), subscription plans, and account analyses;
• Identify opportunities to improve financial processes and propose collaborative solutions;
• Monitor and meet productivity, CSAT, and quality targets, aligned with business strategies;
• Participate in team routines, promoting a collaborative and results-oriented environment.

Financial Support Analyst – Customer Success

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