Manage a portfolio of clients, ensuring engagement and adoption of Global's solutions.
Develop a consultative relationship with clients by understanding their needs and proposing strategic solutions.
Monitor success indicators (KPIs), such as submission of bordereaux (remittance reports), credit recovery, and churn, ensuring performance, cadence, and retention.
Act proactively to prevent churn by identifying risks and proposing actions to increase customer satisfaction.
Work closely with Sales, Finance, and Operations to optimize the customer journey.
Develop action plans to improve the customer experience based on feedback, analysis, and best practices.
Present performance reports and recommendations to internal and external stakeholders.

Bachelor's degree, preferably in Finance.
Experience managing B2B client portfolios and knowledge of technological solutions for collections and financial management.
Analytical ability to interpret data, KPIs, and insights and to propose evidence-based solutions.
Strong communication and influencing skills to ensure client alignment and engagement.
Knowledge of retention, growth, and churn-prevention techniques.
Consultative profile focused on delivering value and customer success.
Experience with CRM systems and collections management platforms is desirable.
Experience in finance, with knowledge of the credit and collections cycle, is a plus.
Prior experience as a Customer Success Manager or Key Account Manager is desirable.

Meal allowance or meal voucher;
Transportation voucher;
Health insurance;
Dental plan;
Pharmacy partnerships;
Gympass partnership;
Partnerships with educational institutions (undergraduate, MBA/postgraduate, language courses and other continuing education);
Break room with coffee and snack machines;
Free parking;
Employee referral program;
Global gym;
IDP (Individual Development Plan);
Internal opportunities;
Lounge and relaxation area;
Monthly workload of 220 hours.

Customer Success Analyst

Key skills