Specialist in Portfolio Management and Expansion

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Clicksign

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2010

💳 Fintech

⚕️ Healthcare Insurance

👥 HR Tech

💰 $3.2M Venture Round on 2022-12

Fintech • Healthcare Insurance • HR Tech

Clicksign is a leading Brazilian platform for electronic signatures, providing businesses with a secure and legally valid way to sign documents online. With innovative features such as integration via API, automated document generation, and a focus on user-friendly experiences, Clicksign streamlines the signing process, promoting efficiency and compliance in various sectors including finance, healthcare, and human resources. The company prides itself on its security certifications and adherence to legal standards in electronic signatures.

📋 Description

• Develop relationships within assigned accounts across all lines of business; • Contribute to customer success throughout the customer lifecycle by proactively engaging with Clicksign teams, identifying expansion opportunities and reducing churn risk; • Monitor and support customer satisfaction, engagement, retention and related metrics for the customer portfolio using available tools, proposing improvement actions when necessary; • Propose and implement continuous improvement initiatives to enhance product experience and adoption, collaborating with Clicksign Solutions and Product teams and sharing insights; • Follow up on and document customer requests through the official communication channels; • Maximize adoption of our solutions and services by presenting best practices and designing initiatives aimed at achieving the customer’s desired outcomes; • Manage performance for complex customers in their use of products and services, tracking customer success criteria and anticipating potential issues; • Prepare and present monitoring reports on key customer indicators when needed.

🎯 Requirements

• Previous experience in the SaaS market. • Experience using HubSpot. • Commercial profile and results-oriented mindset. • Experience with portfolio expansion (upsell and cross-sell). • Comfortable negotiating with strategic clients. • Ability to execute quickly and prioritize tasks. • Autonomy in decision-making. • Analytical mindset combined with strong execution skills. • Sense of urgency. • Plus: experience in the financial sector or fintech operations.

🏖️ Benefits

• 100% remote work. • A culture of trust, focused on results and offering strong challenges and learning opportunities. • Autonomy and ownership in a collaborative, empathetic environment. • Feedback culture and regular 1:1s with supportive leadership and no micromanagement. • Comprehensive benefits including meal/food allowance, childcare assistance, home office support, health coverage, education and culture benefits, Gympass, birthday day off, discounts on therapy and English courses, among other partnerships.