Senior Customer Success Analyst - CO/MG Region

12 Minutes ago • All levels • Customer Service

Job Summary

Job Description

We are looking for a highly motivated Customer Success Analyst to join our dedicated team. The ideal candidate will be passionate about helping clients achieve their financial goals and ensuring their continuous satisfaction with our services. The Customer Success Analyst will be fundamental in building strong relationships with clients, providing personalized support and guidance to promote their success on our platform. Responsibilities include developing and maintaining strong client relationships, understanding client needs, collaborating with internal teams, performing performance analyses, providing training, anticipating issues, participating in client retention, and maintaining accurate CRM records.
Must have:
  • Develop and maintain strong relationships with clients, acting as their main point of contact.
  • Deeply understand client needs and objectives to offer personalized solutions.
  • Collaborate with internal teams, including Product Development, Marketing, and Technology.
  • Conduct regular performance analyses and customer success metrics.
  • Provide training and support to clients on platform and product usage.
  • Anticipate and proactively mitigate potential client issues.
  • Actively participate in client retention strategies.
  • Maintain accurate records of client interactions and update CRM system.
  • Completed or ongoing higher education in Administration, Economics, Finance, or similar areas.
  • Previous work experience in Customer Success, Customer Service, Finance, or related areas.
  • Excellent verbal and written communication skills.
  • Customer-centric mindset with ability to understand and anticipate financial needs.
  • Strong analytical skills and ability to interpret data.
  • Ability to work independently and collaboratively in a dynamic and fast-paced environment.
  • Proficiency in software tools and CRM systems.
  • Skills with Excel and PowerPoint.

Job Details

Company Description

Serasa Experian is the first and largest Datatech in Brazil. A leader in intelligence solutions for risk and opportunity analysis, focusing on credit, authentication, and fraud prevention journeys. With cutting-edge technology, innovation, and the best talent, it transforms the uncertainty of risk into the best decision, helping people achieve their dreams and companies of all sizes and segments to prosper.

We have 22,000 people operating in 32 countries, and every day we are investing in new technologies, talented professionals, and innovation to help all clients maximize every opportunity. Headquartered in Dublin, Ireland, Experian is listed on the London Stock Exchange (EXPN) and is part of the FTSE 100 index.

Job Description

Company Description: SalaryFits, an Experian company

SalaryFits is an innovative company specializing in credit and financial well-being solutions for employees. With a customer-centric approach, we empower organizations and individuals to achieve financial stability and prosperity. Our unique digital platform offers easy and secure access to financial products, promoting well-being throughout the community.

Location: Central-West/MG Region

Position Summary:

We are looking for a highly motivated Customer Success Analyst to join our dedicated team. The ideal candidate will be passionate about helping clients achieve their financial goals and ensuring their continuous satisfaction with our services. The Customer Success Analyst will be fundamental in building strong relationships with clients, providing personalized support and guidance to promote their success on our platform.

Responsibilities:

  • Develop and maintain strong relationships with clients, acting as their main point of contact for all inquiries and needs.
  • Deeply understand client needs and objectives to offer personalized solutions and ensure their continuous satisfaction.
  • Collaborate with internal teams, including Product Development, Marketing, and Technology, to ensure effective solution delivery and resolve any client issues.
  • Conduct regular performance analyses and customer success metrics to identify areas for improvement and upsell opportunities.
  • Provide training and support to clients on the effective use of our platform and products, ensuring they are making the most of their benefits.
  • Proactively anticipate and mitigate potential client problems or challenges, working collaboratively to find effective solutions.
  • Actively participate in client retention, identifying churn risks and implementing strategies to increase client loyalty.
  • Maintain accurate records of client interactions and regularly update our customer relationship management (CRM) system.

Qualifications

Qualifications

  • Completed or ongoing higher education in related areas, such as Administration, Economics, Finance, or similar areas.
  • Previous work experience in Customer Success, Customer Service, Finance, or related areas.
  • Excellent verbal and written communication skills, with proven ability to build strong interpersonal relationships.
  • Customer orientation, with a customer-centric mindset and ability to understand and anticipate their financial needs.
  • Strong analytical skills and ability to interpret data to guide customer success decisions.
  • Ability to work independently and collaboratively in a dynamic and fast-paced environment.
  • Proficiency in software tools and CRM systems.
  • Skills with Excel and PowerPoint.

Additional Information

Serasa Experian is much more than you imagine. With the purpose of creating a better future, expanding opportunities for people and companies, in Brazil we are more than 4 thousand people working in various teams and specialties. Here, every knowledge and diversity complements each other, and you can work on what you love most. We are committed to building an inclusive culture and an environment where people can balance their career with their personal commitments and interests, valuing well-being.

We are very dedicated to being one of the best and most innovative companies to work for in the country, enabling incredible experiences and careers for our people. Our strong people-first approach is externally recognized through various market certifications: we have been awarded by Great Place To Work™ in 24 countries and by the international Top Employers certification, in addition to being recognized as one of the best companies for young professionals and having a 4.6 rating on Glassdoor. Each recognition indicates that we are on the right path, providing an increasingly better work environment for our talents.

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