Customer Success Manager

• Ensure strategic coverage: maintain a high-value relationship with the partner base by conducting strategic alignment meetings with partners;
• Manage adoption of RD products by partners, monitoring usability metrics and promoting full use of the available tools;
• Identify risks and opportunities within client portfolios, focusing on revenue expansion and retention, and ensuring achievement of financial targets;
• Lead strategic financial negotiations that add value to both the partner and our business;
• Ensure efficient, high-quality communication with internal teams and partners via Service Cloud, phone, email, and video calls.

Customer Success Analyst (Mid-level) – Partners

• Operate CRM and marketing automation platforms to execute multichannel campaigns;
• Create audience segmentations based on behavioral and transactional data;
• Ensure the quality, integrity, and governance of data used in campaigns and analyses;
• Develop data queries and transformations using SQL, Databricks, and analytical tools;
• Perform results analysis, A/B tests, and identify opportunities to optimize and personalize the customer journey;
• Automate processes and document workflows, promoting operational efficiency and continuous improvement;
• Collaborate with Marketing, Sales, Product, and Technology teams to support data-driven decisions.

Senior BI CRM Analyst

• Take full ownership of the account lifecycle, from receiving and reviewing the contract, designing and executing strategic onboarding, delivering comprehensive client training for benefit adoption, through to tracking success milestones and executing retention or renewal strategies.
• Design efficient processes for high-value corporate clients (1,000 to 10,000 lives), ensuring a smooth integration and accelerating time-to-value.
• Work in close coordination with the CS Core team (Wellhub) to synchronize integration timelines, mitigate implementation risks, and streamline cross-departmental deliveries.
• Develop tailored solutions in collaboration with internal teams, leveraging real client feedback to continuously mature and refine the area’s operational workflows.
• Proactively identify and execute strategic upsell and cross-sell opportunities within the accounts under your management.
• Protect revenue through predictive risk modeling, early identification of threats, and execution of robust churn-mitigation plans.
• Consistently maximize the value of each account, turning successful implementations into marketable and referenceable success stories.
• Inspire and empower others by prioritizing your own and your colleagues’ well-being. Foster a supportive environment where everyone feels comfortable taking care of themselves and achieving a healthy work–life balance.

Customer Success Specialist

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Manager, Customer Success

• Deepen knowledge of the company's processes and products.
• Master the specific tools required to perform the Customer Success role.
• Monitor and develop relationships with customers.
• Encourage customers to use the products and progress along the adoption journey.
• Identify and translate customer needs into opportunities to improve products or services.
• Analyze data to understand the behavior of the customer portfolio.
• Contribute to the design and dissemination of customer success strategies.
• Provide formal reporting on the performance of the customer portfolio to operations.
• Propose and implement process and workflow improvements to reduce repetitive requests and increase operational efficiency.

Customer Success Analyst, Junior

• Provide support and maintenance for the Microsoft Dynamics environment.
• Cover the CRM end-to-end, including Sales, Marketing, and Field Service.
• Address development needs related to Dynamics.
• Have solid knowledge of plugins, JavaScript, and MCP.
• Assume a senior-level role for CRM requirements.

Functional Analyst – Dynamics 365 CRM

• Build, test, maintain and optimize campaigns (email marketing, push notification, web push and WhatsApp) and relationship journeys in Content Builder;
• Automate processes and implement new features in Salesforce Marketing Cloud;
• Manage contact lists (Data Extensions) and segmentations using Query Studio and Filters;
• Oversee the technical operation of the multichannel CRM in a multidisciplinary way and according to Marketing Cloud best practices;
• Propose solutions for identified needs;
• Create modular templates for sends in Marketing Cloud;
• Execute A/B tests.

Junior CRM Analyst, Salesforce Marketing Cloud

• Build, test, maintain and optimize campaigns (email marketing, push notifications, web push and WhatsApp) and relationship journeys in Content Builder;
• Automate processes and implement new features in Salesforce Marketing Cloud;
• Manage contact lists (Data Extensions) and segmentations via Query Studio and Filters;
• Conduct the technical operation of the multichannel CRM in a multidisciplinary way and following Marketing Cloud best practices;
• Propose solutions for identified needs;
• Create modular templates for deployments in Marketing Cloud;
• Execute A/B tests.

Junior CRM Analyst

• Desenvolver dashboards executivos e operacionais para acompanhamento dos indicadores de CRM e Marketing.
• Transformar dados em análises estratégicas, identificando oportunidades de otimização das campanhas e jornadas.
• Construir estudos de comportamento de clientes, segmentações e perfis para suportar decisões de negócio.
• Monitorar continuamente KPIs de campanhas, canais e funil de conversão.
• Desenvolver análises preditivas e modelos analíticos para apoiar estratégias de relacionamento.
• Elaborar apresentações executivas com insights e recomendações para clientes e áreas internas.
• Garantir a qualidade, consistência e confiabilidade dos dados utilizados nas análises.
• Apoiar a evolução dos modelos de mensuração, atribuição e performance das campanhas.
• Trabalhar de forma integrada com Estratégia, CRM e Tecnologia para transformar análises em ações práticas.

Analista de BI Sr – CRM

• Construir, testar, manter e otimizar campanhas (email marketing, push notification, web push e whatsapp) pontuais e jornadas de relacionamento no Content Builder;
• Automatização de processos e implementação de novas funcionalidades no Salesforce Marketing Cloud;
• Administrar Data Extensions, Contact Builder e segmentações por meio de SQL, filtros e automações, assegurando a qualidade e integridade das bases de dados;
• Conduzir a operação técnica do CRM multicanal e de forma multidisciplinar e dentro das boas práticas no Marketing Cloud;
• Sugerir soluções para as necessidades levantadas;
• Criação de templates modulares para disparo no Marketing Cloud;
• Realizar testes funcionais, testes A/B e validações técnicas antes da publicação das campanhas, garantindo a qualidade das entregas;
• Propor melhorias técnicas e funcionais para campanhas, processos e utilização da plataforma, contribuindo para a evolução contínua da operação.

Senior CRM Analyst – Salesforce Marketing Cloud

• Map and evolve the customer journey across the lifecycle (acquisition, activation, retention, and reactivation);
• Create and test behavior-based communication strategies (triggers, segmentation, and personalization);
• Develop and implement experiments (A/B tests, journey tests, and offer tests);
• Identify growth opportunities based on customer data and behavior.
• Build, configure, and execute scalable automated campaigns and flows (email, push, etc.);
• Perform full QA of campaigns and journeys before launch, ensuring quality and consistency;
• Validate segmentations and audiences (queries, filters, business rules);
• Drive continuous improvement of CRM operations and campaign efficiency;
• Analyze campaign and journey performance (engagement, conversion, incremental revenue);
• Build and refine segmentations based on behavioral and transactional data;
• Support governance and data quality for CRM data;
• Translate data into actionable insights to evolve strategy.

CRM Specialist – Growth, Data, Lifecycle

• Administrar e evoluir a plataforma de CRM (HubSpot ou similar), garantindo governança e padronização dos processos;
• Analisar demandas das áreas de negócio e implementar configurações, automações, workflows, pipelines, formulários, permissões e regras de negócio;
• Atuar como ponto focal entre as áreas de negócio, Desenvolvimento e Engenharia de Dados para demandas técnicas;
• Desenvolver e manter automações que aumentem a eficiência operacional e reduzam atividades manuais;
• Garantir a qualidade, integridade e governança dos dados cadastrados no CRM;
• Estruturar dashboards e relatórios operacionais para acompanhamento dos indicadores do negócio;
• Apoiar usuários na utilização da plataforma, disseminando boas práticas e promovendo a adoção das funcionalidades do CRM;
• Identificar oportunidades de melhoria contínua dos processos e da experiência dos usuários.

Analista de CRM e BI, Marketing e Vendas

• Configure and administer Salesforce features across Sales Cloud, Service Cloud and Marketing Cloud.
• Create and maintain Flows (automation flows), pipelines, forms, lists and reports, fields and automations.
• Support implementation and platform evolution projects for the CRM.
• Ensure configurations are aligned with business needs and Salesforce best practices.
• Conduct recurring meetings with internal and external stakeholders to gather requirements and track deliverables.
• Act consultatively to identify opportunities to improve sales and relationship processes.
• Provide functional support to platform users, answering questions and resolving issues.
• Ensure organization, standardization and quality of information recorded in the CRM.
• Monitor the integrity of databases, fields and records.
• Support initiatives for data cleansing, enrichment and governance.
• Document processes, flows, configurations and best practices.
• Identify opportunities for operational optimization.
• Support the creation of playbooks and training materials.
• Use AI tools to accelerate analysis, documentation, flow building, content generation and operational optimization.
• Explore new AI capabilities available in Salesforce and complementary tools.
• Propose improvements using automation and artificial intelligence to increase operational efficiency.

Junior CRM Analyst – Salesforce & AI

• Apoiar nas rotinas diárias da área de Marketing;
• Dar suporte às atividades de CRM e relacionamento com clientes e leads;
• Auxiliar na criação, configuração e acompanhamento de campanhas de e-mail, WhatsApp e mídia digital;
• Apoiar na gestão e atualização de bases de contatos, automações e campanhas;
• Elaborar relatórios, análises, apresentações e acompanhar indicadores de desempenho;
• Organizar documentos, controles, planilhas e processos da área;
• Interagir com diferentes áreas da empresa, contribuindo com melhorias e otimização dos processos;
• Participar das demandas do time, reuniões e ações voltadas ao aprendizado e desenvolvimento contínuo.

Estágio em Marketing – CRM, Mídia

• Plan and execute commercial campaigns across CRM channels (email, push, SMS, and WhatsApp) and digital channels;
• Develop briefs and oversee the creation and approval of campaign materials;
• Define audience segmentations and oversee the execution of sends;
• Monitor performance metrics, targets, and campaign results;
• Prepare reports and executive presentations with insights and recommendations;
• Conduct A/B tests and statistical analyses to optimize performance;
• Work cross-functionally with business, creative, and data teams.

Senior CRM Analyst

• Conduct training sessions with clients, ensuring effective adoption of the system;
• Adapt communication for different customer profiles to ensure full understanding;
• Identify recurring questions and difficulties to propose improvements to training and processes;
• Monitor indicators and metrics to ensure customer activation within the system;
• Collaborate with other teams to improve the customer experience from the very beginning.

Junior Customer Success Consultant – Adoption

• Plan and execute multichannel CRM strategies aligned with business objectives, defining hypotheses, segmentation criteria, and tests for continuous optimization.
• Prepare communication briefs for campaigns and customer journeys, ensuring consistency with the strategy and alignment with creative and content teams.
• Develop segmentations with logical rules, taking into account customer value, behavior, and lifecycle.
• Implement automated campaigns and journeys within the CRM platform, ensuring correct configuration and integration with other systems.
• Monitor and analyze campaign results, proposing recommendations to optimize content, strategy, and overall performance.
• Ensure that all stages involved in initiatives/projects are completed on time and aligned with business objectives.
• Consolidate insights and learnings into structured reports, maintaining a history to support strategy evolution and continuous process improvement.
• Work closely with Marketing, Product, and Commercial teams.

Mid-level CRM Analyst

• Develop and enhance CRM strategies and marketing automation focused on engagement, conversion and retention of audiences (members and prospects).
• Plan, execute and analyze automated campaigns and journeys in Microsoft Dynamics (Customer Insights – Journeys), integrating email, events and forms channels.
• Create strategic segments and clusters based on behavior, profile and customer lifecycle.
• Ensure governance and data quality of the contact database, supporting integration between forms, websites and the CRM.
• Monitor and optimize performance indicators (open rates, conversion, NPS, leads and opportunities).
• Support product and regional teams in using the CRM for segmented communication and measurement of results.
• Conduct A/B tests, experiments and performance reports to improve the effectiveness of actions.
• Work in synergy with Acquisition, Customer Success, Creative and Technology teams, ensuring consistency in communications and efficient use of the database.

• Own the end-to-end operational relationship for each VIP Platinum account
• Conduct Quarterly Business Reviews (QBRs) with customer executive stakeholders
• Proactively monitor Health Score and intervene before it deteriorates
• Own customer communication during major incidents
• Understand customers' network topologies and translate complex technical incidents into business-impact language
• Execute save plays from the CHURN_TAXONOMY when at-risk signals are detected
• Contribute Platinum-portfolio insights to the Service Operations Review (SOR)

• Liderar a criação e execução de campanhas multicanais (e-mail e WhatsApp) com foco em performance e personalização.
• Desenvolver e otimizar automações complexas no Automation Studio e jornadas no Journey Builder, integradas com a Sales Cloud/Salesforce.
• Atuar na definição, construção e manutenção de bases segmentadas via SQL, garantindo performance e governança dos dados.
• Apoiar na criação e teste de conteúdos dinâmicos para e-mails e CloudPages utilizando HTML e AMPScript.
• Ser ponte entre áreas de marketing, tecnologia e negócio, garantindo alinhamento e entrega de valor nas iniciativas de CRM.

Customer Success Manager jobs in Brazil

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Customer Success Analyst (Mid-level) – Partners

Senior BI CRM Analyst

Customer Success Specialist

Manager, Customer Success

Customer Success Analyst, Junior

Functional Analyst – Dynamics 365 CRM

Junior CRM Analyst, Salesforce Marketing Cloud

Junior CRM Analyst

Analista de BI Sr – CRM

Senior CRM Analyst – Salesforce Marketing Cloud

CRM Specialist – Growth, Data, Lifecycle

Analista de CRM e BI, Marketing e Vendas

Junior CRM Analyst – Salesforce & AI

Estágio em Marketing – CRM, Mídia

Senior CRM Analyst

Junior Customer Success Consultant – Adoption

Mid-level CRM Analyst

Senior CRM Analyst

Customer Success Manager

Analista de CRM