Client Success Analyst – Onboarding

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Omie

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2013

☁️ SaaS

💳 Fintech

🛍️ eCommerce

SaaS • Fintech • eCommerce

Omie is a cloud-based ERP system designed to simplify business management for small and medium enterprises. It offers comprehensive solutions for financial management, sales control, and inventory management, helping businesses to operate more efficiently and effectively. With features such as automated processes, real-time financial monitoring, and seamless integration, Omie empowers entrepreneurs to unlock their growth potential and streamline their operations.

📋 Description

• You will be responsible for understanding the customer and their goals and turning the use of the Omie ecosystem into practical results. • We are looking for someone who combines empathy to build genuine relationships with sharp analytical insight to manage multiple demands, always acting proactively to ensure the customer sees value in our solution. • Manage the customer portfolio at the start of the journey, ensuring system implementation and adoption. • Perform business diagnostics and identify customer pain points to define, monitor, and execute a success plan aligned with the Omie ecosystem. • Have in-depth product knowledge to engage customers and drive adoption. • Act as the main point of contact and strategic partner during the customer's initial journey. • Alternate between close-contact interactions (meetings/phone) and scaled communication (email/WhatsApp), ensuring a consistent presence based on each customer's needs. • Act as a guardian of the portfolio, identifying risks early and taking action to prevent churn. • Monitor health and engagement metrics, working to ensure the customer perceives value in the solution and achieves success.

🎯 Requirements

• Prior experience managing medium/high-volume customer portfolios (knowing how to prioritize is key!). • Ability to manage multiple simultaneous demands without compromising service quality. • Strong communication skills with different profiles, listening actively and responding with clarity and empathy. • Comfortable in dynamic environments where change is constant and seen as an opportunity. • Ability to interpret numbers and turn data into action plans. • Passion for helping people. • Experience in SaaS account/portfolio management.

🏖️ Benefits

• Flexible benefit / meal voucher: BRL 45.00 per working day. • Home office allowance. • Need to work on-site? We offer transportation vouchers. For those commuting by train/metro, we provide a shuttle from the station to the office. • Bradesco health insurance. • Amil Dental dental plan. • Pharmacy assistance. • Childcare assistance. • Birthday day off so you can celebrate as you like! • To support physical health and well-being, we partner with apps and accredited gyms. • For mental health and relaxation, we have partnerships with online therapy and meditation platforms. • Partnership with SESC - Credencial Plena. • Exclusive discounts at top universities and educational institutions for undergraduate, postgraduate, and MBA programs. We also provide free access to Omie Academy for employees. • Partnership with in-company English courses. • Insurance discount program. • Swile Shop: exclusive discounts platform. • Partnership with Dell. • PPRL (profit-sharing program). • Travel benefits. • Life insurance.