Customer Success Manager - Middle Market
CurrentClient Portfolio Management:-Managing a portfolio with Middle Market clients (annual revenue above R$ 4.8 million), driving upsell and cross-sell initiatives;-Ensuring high levels of customer satisfaction by facilitating effective use of the platform and its functionalities;-Regular analysis of client needs and feedback to tailor solutions and maximize platform value.Training and Development:-Leading or supporting new hire onboarding and training, focusing on… Show more Client Portfolio Management:-Managing a portfolio with Middle Market clients (annual revenue above R$ 4.8 million), driving upsell and cross-sell initiatives;-Ensuring high levels of customer satisfaction by facilitating effective use of the platform and its functionalities;-Regular analysis of client needs and feedback to tailor solutions and maximize platform value.Training and Development:-Leading or supporting new hire onboarding and training, focusing on BackOffice processes and direct client interactions;-Supporting the development and implementation of a comprehensive operational Play Book to standardize and optimize team processes;-Conducting hands-on training sessions with new hires, showcasing product, features, and tools used for day-to-day operations;-Conducting practical training sessions for clients, enhancing their understanding and usage of platform functionalities.Cross-functional Collaboration:-Working closely with developers, support, product, and engineering teams to advocate for client needs and drive platform improvements;-Facilitating effective communication between departments to ensure timely resolution of client issues and continuous platform enhancement;-Actively participating in cross-departmental meetings to align on goals and strategies, ensuring a cohesive approach to customer success.Customer Support and Problem Resolution:-Serving as the primary point of contact for high-priority clients in the portfolio, addressing and resolving complex issues promptly;-Implementing and supporting proactive strategies to identify and mitigate potential client challenges before escalation;-Supporting and participating in internal teams to provide comprehensive support and maintain strong client relationships. Show less