Develop relationships within assigned accounts across all lines of business;
Contribute to the customer's success throughout their lifecycle by proactively coordinating with Clicksign teams, identifying expansion opportunities and reducing churn risk;
Monitor and contribute to customer satisfaction, engagement, retention and related metrics for the account portfolio using available tools, proposing improvement actions when necessary;
Propose and support continuous improvement initiatives to enhance product experience and adoption, interacting with and sharing insights with Clicksign’s internal Solutions and Product teams;
Perform follow-up and record client requests through the official communication channels;
Maximize the use of our solutions and/or services by presenting best practices and designing initiatives aimed at the customer’s desired outcomes;
Manage the performance of customers with complex product and service usage, tracking customer success criteria and anticipating potential issues;
Create and present monitoring reports of the customer's key indicators when needed.
Requirements
Previous experience in the SaaS market.
Experience using HubSpot.
Experience in the financial market or in fintech operations.
Benefits
100% remote work.
A culture of trust, focused on results and offering significant challenge and learning opportunities.
Autonomy and ownership in a collaborative and empathetic environment.
A feedback culture and regular 1:1s with human, non-micromanaging leadership.
Comprehensive benefits such as: meal/food allowance, childcare support, home office allowance, health coverage, education and culture benefits, Gympass, birthday day off, discounts on therapy and English courses, among other partnerships.