Act as the client’s primary point of contact, understanding their needs, challenges and objectives.
Conduct regular meetings to align on scope, clarify requests and monitor project progress.
Prepare, organize and document briefings for operational and strategic requests (such as campaigns, integrations, segmentation, technical or operational adjustments).
Translate client needs into clear requests for internal teams (technology, media, content, data, etc.).
Track the progress of deliverables, ensuring alignment of expectations, deadlines and quality.
Participate in kick-off, handover and follow-up meetings, acting as a consistent link between client and operations.
Support clients in the use of Salesforce solutions by answering questions, recommending best practices and ensuring the platform is used effectively.
Contribute to project evolution by identifying opportunities to improve processes, deliverables and communication.
Requirements
Previous experience in Customer Success, Client Services, Project Management or Consulting, especially in technology, SaaS or digital services environments.
Ability to understand business needs, map requirements and translate them into clear, concise briefings.
Strong interpersonal communication, active listening and empathy to build trusted relationships with clients.
Organized, with a sense of priorities and strong attention to detail to manage multiple projects and clients simultaneously.
Basic functional knowledge of Salesforce platforms (Marketing Cloud, Sales Cloud or Service Cloud) is a plus.
Familiarity with customer service processes, briefing, demand management and project tracking.