
Customer Success, Client and Project Management
Posted Oct 20

Posted Oct 20
This is a fully remote position, open to applicants in Brazil.
• Oversee the onboarding journey for new clients, guaranteeing a structured initiation of the relationship in line with expectations.
• Assist clients and manage projects at every stage, tracking requests, timelines, and deliverables.
• Organize and oversee tasks and projects using ClickUp.
• Maintain regular communication with clients, providing updates and aligning expectations.
• Coordinate requests with the internal team to ensure that activities advance and commitments are fulfilled.
• Conduct customer satisfaction surveys, including NPS, and pinpoint areas for enhancement.
• Recognize signs of dissatisfaction and implement preventive measures to minimize churn.
• Create initiatives to enhance relationships, boost retention, and contribute to the growth of customers’ Lifetime Value (LTV).
• Identify process bottlenecks and suggest enhancements to the customer experience.
• Demonstrated experience in Customer Success, client relations, or account management.
• Proficient in ClickUp for organizing and tracking projects.
• Capability to manage multiple clients and requests concurrently.
• Outstanding verbal and written communication skills in Portuguese.
• Strong organizational abilities, attention to detail, and a commitment to achieving results.
• Independence in monitoring activities, identifying issues, and resolving them.
• Ability to collaborate effectively within a team and coordinate activities between clients and internal professionals.
• Preferred: experience in marketing agencies or business advisory firms.
• Preferred: understanding of customer satisfaction metrics, NPS, churn, retention, and LTV.
• Preferred: experience with client onboarding processes.
• Preferred: familiarity with artificial intelligence tools, particularly Claude AI.
• Opportunity for ongoing engagement following the initial three-month period.
First American
USAble Life
Capio Group
Capio Group
Get handpicked remote jobs straight to your inbox weekly.