Support the consolidation, updating and organization of Customer Success operational databases (portfolio, contracts, renewals, KPIs, and recurring controls).
Extract data from internal sources (spreadsheets, CRM, and internal systems) and perform basic standardization of information.
Perform data quality checks, such as required fields, statuses, values, duplicates, flagging inconsistencies and supporting their correction.
Update and maintain administrative and operational controls, ensuring versioning and traceability of information.
Support the renewal and post-sales cycle by organizing customer lists, owners, deadlines, and action statuses.
Generate and distribute simple recurring reports following defined templates (e.g., portfolio, renewal status, basic indicators).
Support the use of Customer Success and CRM tools, keeping records up to date and ensuring adherence to processes.
Support the operation of automated communications (lists, templates, and cadences) according to team guidelines.
Document operational routines, checklists, and simple workflows, supporting training and continuity of activities.
Contribute suggestions for continuous improvement, such as organizing controls, standardizing data, and adjusting processes.

Entry-level experience, internship, or first role in Operations, Customer Success, Backoffice, Administration, or business support areas.
Experience with recurring routines, deadlines, and organizing information.
Familiarity with spreadsheets, operational controls, and reports.
Interest in processes, data, and continuous improvement.
Prior exposure to CRM or Customer Success tools is desirable.

Education

Bachelor's degree completed or in progress in: Business Administration, Engineering, Economics, Accounting, Information Systems, Computer Science, or related fields.

Technical knowledge

Intermediate Excel (basic formulas, VLOOKUP/XLOOKUP, filters, and data organization)
PowerPoint to support presentations
Delivering reports according to defined templates and SLAs.

Desired

Basic understanding of operational metrics and management reports.
Initial exposure to BI tools or dashboards (Power BI or similar).
Familiarity with or interest in platforms such as Salesforce, HubSpot, Dynamics, or Customer Success tools.
Organization and clarity in supporting the CS team.
Consistent progression in autonomy and understanding of CS Ops processes.

Customer Success Analyst

Key skills