Operations Lead, Customer Success

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Financy Gestão Financeira Estratégica

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💼 Consulting

🤝 B2B

Finance • Consulting • B2B

Financy Gestão Financeira Estratégica is a Brazilian financial management and advisory firm that helps business owners stop operating "in the dark" by delivering clear, accurate financial data, strategic analyses, risk anticipation, and actionable insights to protect profit and accelerate growth. The company emphasizes reliable reporting, financial clarity, confidentiality, integrity, precision and proactivity, and positions itself as a strategic partner (not just a report provider) focused on transforming financial management for other companies. Its stated mission includes transforming the financial management of 200 companies in three years.

📋 Description

• Lead and develop the operations team. • Conduct alignment meetings, one-on-ones, and performance reviews. • Identify bottlenecks and implement improvements. • Structure processes, routines, and quality standards. • Ensure deadlines, SLAs, and delivery excellence are met. • Develop and enhance the customer journey. • Lead onboarding and manage strategic accounts. • Identify churn risks and take preventive actions. • Increase retention, satisfaction, and perceived value. • Ensure an exceptional experience throughout the entire customer journey. • Monitor operational and retention metrics. • Build reports and support data-driven decision-making. • Reduce operational dependence on the founder. • Strengthen a culture of accountability. • Contribute to building a scalable operation.

🎯 Requirements

• Experience in Customer Success, Operations, Project Management, or related areas. • Experience leading people or coordinating teams. • Experience monitoring KPIs and targets. • Experience structuring or improving processes. • Excellent verbal and written communication. • Strong organizational and prioritization skills. • Analytical, results-oriented profile. • Availability for full-time commitment.

🏖️ Benefits

• 100% remote work • Flexible schedule with responsibility • Active participation in company decision-making • Fast-growing environment • Real opportunities for advancement • Up to 30 days of scheduled annual time off • Year-end company recess • Direct access to Financy leadership