Customer Success Analyst, Mid-level

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2 days ago

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Tarallo

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Finance • B2B

Tarallo is an Argentine financial services and capital markets firm with more than 30 years of experience, specializing in corporate financing, debt and bond placements (including green bonds), and investment services for institutional and private clients. It operates as a registered broker/agent under CNV regulations and acts as an agent on Argentine exchanges (BYMA, ROFEX, MAV, MAE), providing advisory and execution services to structure financings such as fideicomisos financieros and securities offerings, and supporting clients through issuance and placement processes.

11 - 50 employees

💸 Finance

🤝 B2B

📋 Description

• Client relationship management: monitor project health, acting proactively to prevent issues and ensure full client satisfaction. • Conduct alignment meetings and closely track timelines. • Produce detailed success reports, monitor performance indicators, and propose adjustments when necessary. • Ensure marketing strategies align with the client's objectives. • Responsible for identifying and managing issues during critical moments, reversing cancellation requests, and implementing necessary corrective actions. • Proactively identify and recommend upsell and cross-sell products or services that add value and address emerging client needs, aiming to drive account growth. • Support clients in the post-sale phase, ensuring alignment and satisfaction. • Lead the contract renewal process strategically, including presenting clear proposals and steering negotiations to secure client retention.

🎯 Requirements

• Knowledge of customer relationship management (CRM) • Understanding of key metrics such as ROI, LTV and NPS • Organized, with the ability to manage multiple accounts • Ability to interpret digital marketing data and translate it into practical actions • Ability to execute upsell and cross-sell initiatives and renewals through sales presentations • Clear, consultative communication • Results-oriented with a focus on customer retention • Analytical skills • Strong organizational skills • Proactive in problem-solving and proposing improvements • Empathy and active listening

🏖️ Benefits

• Bonus • Career development plan • Flexible hours • Remote work (home office)