Customer Lifecycle, Automation Consultant

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🕒 March 6

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DocPlanner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2012

⚕️ Healthcare Insurance

☁️ SaaS

👥 B2C

Healthcare Insurance • SaaS • B2C

DocPlanner is a global healthcare platform dedicated to improving the patient experience by helping them find the perfect doctor and book appointments easily. By creating an enjoyable patient journey, DocPlanner assists patients in accessing the best care possible anytime and anywhere. The company also offers doctors an integrated end-to-end solution to help manage their practices and improve their online reputation, allowing them to focus more on their patients. With a presence in 13 countries, including Poland, Brazil, and Spain, DocPlanner facilitates over 22 million appointments each month and hosts more than 90 million patient visits. It supports 260,000 active doctors, making it a leading healthcare platform with a strong international footprint.

📋 Description

• Work with the Customer Success team to understand the customer journey, identify risk signals and opportunities for retention and revenue. • Translate analyses and customer base insights into practical, repeatable actions. • Use automation tools and AI assistants to scale and increase the efficiency of campaigns. • Monitor engagement, retention and churn metrics, performing continuous testing and optimization of campaigns. • Analyze the customer base to identify behavior patterns, segmentations and opportunities for engagement or proactive intervention. • Design and implement retention and engagement campaigns at different stages of the customer journey. • Structure scalable retention and churn-prevention processes and playbooks. • Collaborate with areas such as Sales, Marketing, Product and RevOps to ensure consistency in customer relationship initiatives.

🎯 Requirements

• Advanced / fluent English (selection process stages in English and daily interaction with stakeholders); • Experience creating and executing automated campaigns focused on engagement and/or retention and managing customer journeys. • Proficiency with CRMs such as HubSpot or Salesforce (mainly for building flows and automations). • Experience using AI tools applied to campaign automation or process optimization. • Strong communication skills and ability to collaborate with multiple teams. • Preferred (not mandatory): Previous experience in SaaS or tech companies.

🏖️ Benefits

• Flexible hours bank as time off, to be used later; • Home office allowance; • Meal/Food allowance loaded on a flexible Ifood card; • Medical, dental and group life insurance; • Childcare assistance; • StarBem for mental health and wellbeing; • iFeel app for emotional support; • Wellhub coverage for you and up to 3 dependents; • Pet plan extending care to your pet as well; • Birthday and company-anniversary Day Off so you can celebrate as you prefer; • Partnerships club, with deals on housing and discounts with educational institutions such as colleges and language schools; • Enhanced leave policies: 10 days for bereavement of a loved one; 2 days in case of pet death. Got married? 7 days off! New baby? We offer 30 days for the father and 6 months for the mother; • Referral Program offering up to R$600 per referral who stays with us for more than 6 months.