RD Station

Financial Support Analyst – Customer Success

RD Station

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇧🇷 Brazil

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Job Level

Mid-LevelSenior

About the role

  • 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.

Requirements

  • Recent experience in synchronous support (chat) and/or dynamic channels;
  • Ability to adapt in a dynamic environment, handling contingency situations and shifting priorities;
  • Experience in reactive support requiring logical reasoning, investigative thinking, and negotiation skills to conduct strategic conversations and reach effective solutions;
  • Experience with support metrics: SLA, TMA (Average Handling Time - AHT), TME (Average Wait Time - AWT), CSAT.
Benefits
  • Holistic Well-being: We pursue the holistic well-being of each team member through programs and benefits that enable self-care resources across five pillars: Emotional, Financial, Physical, Occupational and Social.
  • Plurality: Diversity is part of who we are. Recognized among the Best Companies to Work for in Brazil, we actively promote inclusion and a sense of belonging.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial processesreactive supportinvestigative thinkingnegotiation skillssupport metricsSLATMATMECSAT
Soft skills
clear communicationassertive communicationcollaborative workflowsadaptabilitylogical reasoningstrategic conversationsresults-orientedteam collaboration
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