Customer Success Manager – Mid/Senior

🕒 April 20

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Docket

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2016

🤖 Artificial Intelligence

☁️ SaaS

🤝 B2B

Artificial Intelligence • SaaS • B2B

Docket is an AI-powered document automation and management platform that analyzes and extracts key information from legal and business documents to accelerate operations and reduce manual work. It offers a Hub for requesting documents, an AI reader for rapid analysis, and a Control module for integrated document management, serving sectors like agribusiness, real estate, finance, energy, retail and industry. The platform emphasizes security, integration with public agencies, and aims to streamline workflows and speed up processes such as credit release.

📋 Description

• Analyze performance metrics and identify opportunities for improvement within Customer Success (CSM); • Collaborate with clients to understand their needs and objectives; • Collect customer feedback and work with internal teams to drive product improvements; • Create upsell and cross-sell strategies to drive business growth; • Provide tailored training to customers on the solutions offered; • Implement and monitor processes to ensure effective adoption of services; • Maintain trusted relationships with customers and act as their primary point of contact; • Participate in defining Customer Success strategies; • Conduct churn analyses and develop retention plans; • Troubleshoot issues and proactively respond to customer inquiries.

🎯 Requirements

• Strong verbal and written communication skills; • Familiarity with customer relationship management (CRM) tools; • Data analysis skills and the ability to interpret metrics; • Proficiency in presentations and product demonstrations; • Experience managing client portfolios at the High/Enterprise level; • Proven relationship-building skills; • Experience working with commercial/sales teams.

🏖️ Benefits

• Meal and grocery allowance via Flash for when hunger strikes. • Health and dental insurance to take good care of you. • Life insurance for peace of mind. • Petlove benefits — at Docket we understand your furry family members are important too. • Conexa Saúde — mental health support at your fingertips. • Wellhub and TotalPass to keep you active and support your wellbeing. • Galena for continuous learning and professional development. • Partnership with Sesc for leisure and cultural activities. • Childcare assistance for parents with children up to 5 years. • Baby Cash benefit for when your family grows. • Day off during your birthday month to celebrate as you deserve.