Customer Success Analyst, Mid-Level – Adoption

Job not on LinkedIn

🔥 2 minutes ago

🇧🇷 Brazil – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 10%

infoinfo

🗣️🇧🇷🇵🇹 Portuguese Required

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Logo of Omie

Omie

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

• Take over the customer from the Implementation Specialist after implementation delivery and validate the entry criteria for the initial adoption phase. • Monitor system usage data to determine whether the customer is operating independently or requires intervention. • Provide targeted, prompt, and consultative support via WhatsApp, Intercom, and similar tools during the first days of use. • Launch and monitor structured contact cadences and conduct frequent check-ins on the new customer’s health and experience. • Validate the initial adoption success criteria and formalize the handoff to the Customer Health team. • Provide the Enablement and IS teams with information about recurring questions or errors after Go-Live.

🎯 Requirements

• Currently pursuing or completed a bachelor's degree in Business Administration, Financial/Accounting Management, Communications/Public Relations, Information Systems, or a related field. • A didactic, empathetic profile with a strong aptitude for teaching and consulting. • Fast, friendly, and objective communication suited to rapid channels such as chat and messaging. • Strong organizational skills to manage recurring contact cadences across high-volume customer portfolios. • Solid experience in Customer Success, with a focus on adoption or onboarding; premium customer service; or software training. • Ability to analyze usage reports and correlate log data with actual user behavior. • Advanced Excel proficiency, including formulas such as SUMIF, VLOOKUP, XLOOKUP, COUNTIF, and CONCATENATE, as well as pivot tables and chart creation, for usage data analysis. • Familiarity with multichannel customer support tools and CRMs. • Preferred: experience designing adoption journeys (Tech-touch / Low-touch) for SaaS customers. • Preferred: familiarity with technology, ERP systems, and/or financial systems. • Preferred: financial and/or tax knowledge.

🏖️ Benefits

• Dental Plan | Amil Dental • Health Plan | Bradesco Saúde • Mental Health Platform • Telemedicine Platform • Life Insurance | Prudential • Pharmacy Benefit • Gym Allowance • Birthday Day Off • Flexible Meal Voucher • Home Office Allowance • Childcare Assistance • Transportation Voucher and Company Shuttle • Discount Platform (Allya, SwileShop, and Dell) • Educational Benefits • Travel Benefits • Pet Health Plan • SESC Benefits • Profit-Sharing Program (PPRR)

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