Customer Portfolio Management and Expansion Specialist – Customer Success

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Foster relationships within designated accounts across all business lines.

• Enhance customer success throughout their journey by proactively collaborating with Clicksign teams, identifying growth opportunities, and mitigating churn risks.

• Oversee and enhance customer portfolio satisfaction, metrics, engagement, and retention using available tools, while suggesting improvement actions when needed.

• Participate in and recommend continuous improvement initiatives aimed at delivering an exceptional customer experience and ensuring product suitability, working alongside Clicksign’s Solutions and Product teams.

• Track and document customer requests via the team’s official communication channels.

• Optimize the adoption of Clicksign solutions and/or services by showcasing best practices and developing initiatives to meet the customer’s anticipated outcomes.

• Handle the performance of highly complex customers in their usage of products and services, monitoring success criteria and foreseeing potential challenges.

• Generate and deliver reports tracking essential customer indicators as required.

⛳️ Requirements

• Prior experience in the SaaS industry.

• Familiarity with HubSpot.

• A commercial mindset and a results-driven approach.

• Proven experience in expanding customer portfolios through upselling and cross-selling.

• Strong negotiation skills with strategic clients.

• Ability to act swiftly and prioritize tasks effectively.

• Independence in decision-making.

• Analytical mindset paired with robust execution capabilities.

• A sense of urgency.

• Preferred: experience in financial services or fintech operations.

🏝️ Benefits

• 100% remote work.

• Trust-based culture centered on results, with numerous challenges and learning opportunities.

• Autonomy and ownership within a highly collaborative and empathetic environment.

• Feedback-oriented culture with one-on-one meetings led by people-focused leadership, free from micromanagement.

• Meal and food allowance.

• Childcare assistance.

• Home office allowance.

• Healthcare allowance.

• Education and culture allowance.

• Gympass.

• Birthday day off.

• Discounts on therapy.

• Discounts on English courses.

• Additional partnerships and perks.