Junior Customer Success Analyst – Onboarding
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Job Description
Analista de Sucesso do Cliente Júnior conduzindo onboarding de empresas na Caju. Gerindo carteiras, indicadores e relacionamentos para soluções brasileiras de benefícios corporativos.
Responsibilities:
- Lead the implementation of a high-volume portfolio of companies
- Conduct meetings and follow up with HR teams and decision-makers, aligning expectations, timelines, and responsibilities
- Monitor portfolio activation and ramp-up metrics, take ownership of target attainment, and present results to leadership
- Manage assigned cases by controlling the funnel, prioritizing requests, and tracking progress and next steps
- Keep the CRM up to date by recording the history, status, and forecast for each account
- Anticipate signs of delays and churn risk early in the customer journey and implement action plans
- Collaborate with internal teams to remove critical roadblocks
- Coordinate handoffs with the Sales team and ensure a complete transition to the Account Management team at the end of implementation
- Represent the customer voice in internal forums and lead initiatives with Product, Services, Support, and Sales
- Propose and contribute to process improvements across the onboarding stages
Requirements:
- Customer-focused, with the ability to understand needs, exceed expectations, and ensure customer success
- Ability to prioritize multiple demands simultaneously while maintaining consistent execution
- Strong attention to detail to ensure high-quality deliverables
- Excellent communication, active listening, and empathy
- Flexibility to work in a dynamic environment
- Ability to interpret metrics and prioritize based on data
- Availability to travel and participate in in-person activations and events for internal teams and customers, as needed
- Experience implementing or onboarding customers at technology companies (SaaS or fintech) is a plus
- Experience in the corporate benefits or HR market is a plus
- Experience managing a high-volume portfolio is a plus
- Experience using AI or automation tools in day-to-day work is a plus
- Familiarity with CRM tools, preferably Salesforce, is a plus
Benefits:
- Collaborative and fun work environment
- Continuous learning
- Participation in in-person activations and events for internal teams and customers, as needed
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