Mid-level Customer Success Analyst – Engagement

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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

• Connect with customers: Alternate between close-contact interactions (meetings/phone) and scaled communications (email/WhatsApp), ensuring a consistent presence according to each customer's needs; • Be consultative: Diagnose the customer's business and pain points to define, monitor, and execute a success plan aligned with the Omie ecosystem; • Track results: Monitor health and engagement indicators, working to ensure the customer perceives value in the solution and achieves success; • Focus on retention: Act as a steward of the portfolio, proactively identifying risks and taking action to prevent cancellations/churn; • Ensure customer satisfaction: Serve as the primary point of contact and strategic partner during the customer's initial journey; • Guide the journey: Manage the customer portfolio at the start of the journey, ensuring system implementation and adoption; • Know the product: Possess strong product knowledge to engage customers effectively and drive adoption.

🎯 Requirements

• Strong ability to communicate with diverse profiles, listening and responding with clarity and empathy; • Ability to manage multiple simultaneous demands without compromising service quality; • Comfortable in dynamic environments where change is constant and seen as an opportunity; • Previous experience managing mid- to high-volume portfolios (prioritization is key); • Comfortable interpreting numbers and turning data into action plans; • Experience in SaaS account/portfolio management; • Passion for helping people.

🏖️ Benefits

• Flexible benefit / meal allowance: R$ 45.00 per working day. • Home office allowance. • Need to work on-site? We provide commuter transport vouchers. For those who commute by train/metro, we offer 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 however you like. • Access to partner apps for accredited gym memberships to support physical health and wellbeing. • Partnerships with online therapy and meditation platforms to support mental health. • Partnership with SESC – Credencial Plena. • Exclusive discounts with leading universities and educational institutions for undergraduate, graduate and MBA courses. We also provide free access to Omie Academy for employees. • Partnerships for in-company English courses. • Insurance discount program. • Swile Shop: exclusive discounts platform. • Partnership with Dell. • PPRL. • Travel benefits. • Life insurance.