Customer Success Manager

• As a Senior Systems Analyst (Dynamics CRM), you will be responsible for analyzing and implementing projects primarily related to the Sales, Marketing and Field Services modules, as well as other solutions that integrate with them, producing technical requirements and defining timelines for execution.
• Your role will be crucial in ensuring that delivered solutions meet business requirements.
• You will interact with other analysts to understand the impact of requests on systems and perform unit and integration tests, ensuring compliance with the validated scope.
• In addition, you will be responsible for supporting the definition of test scenarios and collaborating with users during acceptance testing to ensure system stability and efficiency.
• Elicit and detail technical and business requirements with the Sales, Marketing and Services areas, mapping processes and creating functional specifications to implement or optimize processes through systemization/automation.
• Collaborate with other analysts and involved teams to ensure a clear understanding of the impact of requests on systems and to ensure that requirements are appropriately met.
• Participate in implementation projects, ensuring deadlines, budget and quality are met, in addition to measuring project impacts and technical feasibility.
• Configure new flows (in Dynamics and/or cloud – Power Automate) for new or existing processes.
• Configure and customize the Sales, Marketing and Field Services modules, as well as other solutions that integrate the Microsoft Dynamics 365 ecosystem, to ensure optimal use of functionality and to meet business requirements.
• Support the definition of test scenarios and perform unit and integration tests to validate that solutions meet the scope and are delivered as expected.
• Prepare technical feasibility studies for the deployment of new systems or projects, aligning with policies and guidelines provided by management, with the goal of measuring impacts on the business environment.
• Participate in the integration of new solutions and/or tools with Microsoft Dynamics 365, including the definition of interfaces and integration with other systems used by Sales, Marketing and Services areas, ensuring process fluidity.
• Monitor, analyze and validate the data migration process between systems, using appropriate data handling techniques, focusing on optimization and updating of internal systems.
• Produce and maintain detailed documentation on implementation projects, including requirements specifications, process flows, system configurations and user manuals.
• Contribute to the organization’s digital transformation by implementing innovative solutions and optimizing automation of production processes and material logistics.
• Support the development and delivery of end-user training, ensuring adoption and effective use of newly implemented solutions and guaranteeing implementation success.
• Oversee the initial operational phases of new solutions, identifying and resolving emerging issues, ensuring solutions meet business requirements and providing ongoing support for adjustments as needed.

Senior Systems Analyst – Dynamics CRM

• Conduct onboarding, training and ongoing customer follow-up for the use of Eccox APT.
• Monitor product adoption and usage, identifying risks and opportunities for expansion.
• Support the integration of Eccox APT into clients' development pipelines (CI/CD on both low- and high-level platforms).
• Gather and analyze technical and functional requirements of clients' z/OS environments.
• Anticipate issues, propose improvements, and act as the voice of the customer with Engineering and Software Delivery teams.
• Actively participate in dailies and team rituals.

Customer Success Analyst – Mid-level

• Handle cancellation requests, seeking to understand the reasons and find alternatives to retain the customer.
• Monitor customers with significant drops in order volume, identifying risks and proposing recovery actions.
• Conduct retention negotiations with customers in critical situations, aiming to prevent cancellations and strengthen the relationship.
• Follow up on the journeys of reactivated customers, ensuring a positive renewed experience and reducing the risk of further cancellations.
• Act in a consultative manner, understanding challenges and identifying opportunities to increase engagement and platform usage.
• Participate in testing new features with customers, in partnership with the Product team.
• Collect, organize, and share customer feedback with internal teams, contributing to continuous product improvement.
• Log all interactions and track metrics related to retention, reactivation, and account health.

Customer Success Analyst, Junior – Retention

• You will be responsible for ensuring that clients achieve maximum value and satisfaction from YouX products and services, promoting customer loyalty and account renewals.
• Build and maintain strong relationships with clients in our portfolio, gaining a deep understanding of their needs and day-to-day challenges to act as their primary point of contact for feedback and support.
• Assist clients with onboarding and initial implementation of products and services, ensuring they fully understand how to use YouX solutions and leverage features optimally.
• Collect customer feedback and collaborate closely with internal teams (such as Product, Sales, and Support) to align strategic initiatives, resolve challenges, and continuously improve our solutions.
• Monitor the customer portfolio to ensure high levels of satisfaction and retention, prepare structured reports, and populate OKRs to provide tactical visibility into project progress.
• Advocate for customers internally, identifying opportunities for service expansion (consultative selling) and facilitating the contract renewal process.

• Conduzir a reunião semanal das suas contas: revisão de entregas, priorização do backlog e apresentação de indicadores.
• Atuar nas contas enterprise ao lado de CSs sêniores, assumindo frentes específicas da operação.
• Ser a voz da Check nos canais de comunicação dos seus clientes, fechando todo assunto com responsável e prazo.
• Gerenciar as demandas das suas contas na Plataforma Check: abertura de tarefas, tickets de bug e status de homologação.
• Investigar dúvidas e problemas diretamente no admin da Shopify (pedidos, cadastros de produto e cliente, notificações, automações, apps) antes de escalar ao time técnico.
• Testar e validar entregas em ambiente de homologação antes de enviá-las para validação do cliente.
• Reproduzir bugs reportados, reunir evidências (prints, vídeos, passos) e abrir tickets bem documentados.
• Acompanhar com o time de especialistas da Check o setup e os resultados de campanhas e automações das suas contas.
• Montar documentações e manuais simples para dar autonomia ao cliente em tarefas recorrentes.
• Acompanhar indicadores básicos da loja (vendas, conversão, tráfego) e sinalizar anomalias.

Assistente de Customer Success

• Conduzir a reunião semanal de alinhamento de cada conta da sua carteira: revisão de entregas, priorização do backlog e apresentação de indicadores (vendas, conversão, ROAS).
• Ser o ponto focal diário do cliente nos canais de comunicação, gerenciando os projetos e demandas pela Plataforma Check e fechando toda pendência com responsável e prazo.
• Conduzir onboarding de novas contas: apresentar modelo de squad, SLAs, banco de horas e fluxo de trabalho.
• Antecipar riscos de insatisfação e churn, agindo antes de o cliente precisar reclamar.
• Fazer a triagem de toda demanda que entra: classificar bug vs. evolução, definir criticidade e SLA e acionar o time certo.
• Gerenciar o banco de horas de cada conta: estimativas, consumo, priorização por impacto × esforço e negociação transparente de trade-offs com o cliente.
• Rodar o ciclo homologação → validação do cliente → publicação em produção, garantindo que nada suba sem validação.
• Traduzir necessidade de negócio em tarefa técnica clara para o time de especialistas da Check — e traduzir o técnico de volta para o cliente em linguagem de negócio.
• Investigar problemas diretamente no admin da plataforma (regras de desconto, segmentos, automações, apps, checkout) antes de escalar para o time técnico.
• Avaliar o custo total das soluções propostas para o cliente (apps, ferramentas, requisições) — resolver bem sem encarecer a operação.
• Documentar processos recorrentes e ensinar o cliente a ganhar autonomia no que ele mesmo pode fazer.

Customer Success

• Execute retention and reactivation strategies for inactive customers;
• Reverse churn by understanding the reasons behind churn and offering solutions that make sense for the customer, ensuring they perceive value in the product;
• Provide customer support, resolving inquiries and operational issues;
• Collaborate with other departments to ensure a positive customer experience;
• Encourage active use of the system by suggesting best practices and features relevant to the customer.

Customer Success Manager – Junior

• Lead onboarding of new clients with a structured plan and stage-based deliverables;
• Conduct QBRs and regular check-ins to assess adoption, outcomes, and satisfaction;
• Monitor portfolio health scores and prioritize at-risk accounts;
• Proactively engage accounts showing signs of churn — before cancellation requests;
• Identify and qualify expansion opportunities within existing accounts;
• Keep the CRM updated with account context, history, and next steps;
• Act as the customer's voice internally, maintaining a structured record of feedback and friction points;
• Collaborate with Product, Sales, and Support to resolve issues affecting retention;
• Contribute to building CS processes (playbooks, health criteria, and operating rituals).

• Ensure the success of our clients (municipalities);
• Achieve objectives and deliver results aimed at account retention and expansion;
• Lead implementation projects and people initiatives, modernizing Brazil's municipalities with Desenvolve;

Customer Success Analyst

• Responsible for scheduling CRM campaign sends through the Dito platform across multiple communication channels, such as email, SMS, WhatsApp, mobile push and browser push;
• Create audiences and segmentations based on criteria such as purchase history, preferences, behavior, demographics and other relevant factors;
• Operationally execute the campaign calendar planned by the CRM team for La Moda’s three brands: Lança Perfume, Lança Perfume Easy, and My Favorite Things;
• Prepare and present campaign briefings for the brands’ CRM channels;
• Support the implementation and improvement of CRM journeys and automations;
• Work collaboratively with the CRM team and partner teams such as Marketing, E-commerce, Retail, Loyalty, Media and related areas;
• Assist with operational tasks and requests within the department.

CRM Assistant

• Operate and configure campaigns in CRM platforms (preferably Salesforce)
• Build automated journeys/flows (email, WhatsApp, SMS)
• Create audiences/segments in CRM tools
• Support configuration of relationship nurture programs
• Build landing pages on platforms or integrated tools
• Generate reports and perform basic campaign result monitoring
• Support the team in campaign execution and activations

Mid-level CRM Analyst – Data Focus

• Manage a portfolio of clients, working consultatively to support solution adoption, value realization and progression of the customer journey;
• Conduct regular client meetings to align expectations, review performance indicators, identify risks and opportunities, and define next steps;
• Build and track success plans and action plans with clients, ensuring organization, follow-up and progress on discussed items;
• Monitor portfolio health indicators, solution usage, customer satisfaction, support tickets and other signals that may indicate risk, low adoption or opportunities for engagement;
• Proactively identify challenges, risks of dissatisfaction, low perceived value or potential impacts on the client’s operations;
• Coordinate internally with teams such as Support, Implementation, Product, Sales and other stakeholders to seek alignment, solutions and improvements to the customer experience;
• Escalate critical situations when necessary, contributing to the development and monitoring of action plans until stability is restored;
• Identify opportunities to improve solution usage, advising clients on best practices, features and processes;
• Contribute to the continuous improvement of the customer journey by feeding internal teams with insights, needs, risks and opportunities identified;
• Support VoC — Voice of the Customer initiatives, as well as efforts around satisfaction, retention, adoption and expansion of customer-perceived value;
• Record interactions, meetings, action plans, risks, opportunities and next steps in the tools used by the team;
• Work in accordance with the processes, rituals, metrics and procedures established by the Customer Success area.

Mid-level Customer Success Analyst

• Realizar análises de bases instaladas para trabalhos de renovação de software e suporte;
• Elaborar propostas comerciais para renovação;
• Realizar estudo de contas estratégicas para a Elaboração de propostas de renovação via Enterprise Agreement
• Atualizar informações no CRM e extrair listas/relatórios comerciais conforme solicitado;
• Montar e realizar apresentações sobre os resultados de análises de dados, estratégias ou resultados obtidos pela equipe.

Estagiário de Customer Success

• Como temos caminhado junto a empresas de grandiosas dimensões, precisamos oferecer cuidados especiais a esses negócios. Queremos, junto a você, continuar entregando experiências fantásticas a essas organizações!
• Na vaga de ANALISTA DE SUCESSO DO CLIENTE (RETENÇÃO DE MÉDIAS/GRANDES CONTAS), você será responsável por:
• Conduzir estratégias e iniciativas que reduzam os índices de churn em sua carteira de clientes;
• Identificar oportunidades de upsell e cross-sell no dia a dia com empresas clientes;
• Monitorar e garantir a satisfação das empresas que usam a VExpenses e estão sob a sua responsabilidade;
• Participar de reuniões com clientes, acompanhando as suas expectativas frente ao valor ofertado pelas soluções da VExpenses;
• Acompanhar alguns dos nossos clientes Key Accounts, realizando contatos frequentes de modo a construir relacionamentos e identificar questões a serem tratadas.

Customer Success jobs in Brasil

See all jobs on JobTailor

Senior Systems Analyst – Dynamics CRM

Customer Success Analyst – Mid-level

Customer Success Analyst, Junior – Retention

Customer Success Analyst – Mid-level

Assistente de Customer Success

Customer Success

Customer Success Manager – Junior

Customer Success Manager

Customer Success Analyst

CRM Assistant

Mid-level CRM Analyst – Data Focus

Mid-level Customer Success Analyst

Estagiário de Customer Success

Analista de Sucesso do Cliente – CSM