Customer Success and Strategy Agent

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4blue | Gestão Empresarial

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2009

🤝 B2B

📚 Education

💸 Finance

B2B • Education • Finance

4blue | Gestão Empresarial is a Brazilian business management company that provides strategic and financial consulting, training, and digital tools to help small and medium enterprises increase profitability and scale. The firm offers the MDL “Máquina de Lucros” consultancy program, a financial consulting service called Iluminismo Financeiro, an online training platform (4talents), courses, templates and a financial management system to streamline processes, improve pricing, control cash flow, and develop teams. 4blue focuses on B2B clients, combining advisory services with education and practical financial solutions to make companies more profitable and autonomous.

📋 Description

• Lead customer relationships throughout the entire journey, conducting meetings, follow-ups and validations focused on executing the methodology, driving practical progress and generating results. • Work in an analytical and consultative manner to monitor KPIs, engagement and customer experience, identifying risks, improvement opportunities and preventive retention actions. • Responsible for handling reactive and proactive support, providing clear and objective feedback, supporting onboarding and renewals, and managing sensitive situations with empathy, firmness and a focus on preserving the relationship. • Organize information, feedback, NPS and strategic reports, contributing insights for continuous improvements to the product, processes, communication and customer experience. • Support live deliveries, events and operational demands related to the methodology, ensuring full alignment with 4blue's standards, processes and strategic directions. • Experience leveraging AI to improve delivery efficiency.

🎯 Requirements

• Customer service experience • Clear verbal and written communication • Organizational skills, discipline and priority management • Analytical ability and business acumen • Comfortable working with numbers, KPIs and metrics • Proactive, responsible and results-oriented profile • Availability to attend in-person events • Familiarity with using AI assistants