Customer Success Analyst, Mid-level

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Tarallo

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

🤝 B2B

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.

📋 Description

• Prioritize clients based on risk and potential • Organize and maintain active action plans for each client • Manage a portfolio with a focus on results and churn • Interpret CPL (Cost per Lead), Cost per Appointment and commercial conversion • Interpret Meta Ads and Google Ads reports • Identify bottlenecks in Marketing, Customer Service, and Sales • Conduct monthly performance meetings with clients • Translate data into clear, actionable recommendations • Align strategy with client expectations • Coordinate internal projects involving traffic (ad operations), copywriting, and sales • Ensure alignment across teams and adherence to deadlines • Record and track deliverables and owners in a management tool • Act proactively to prevent churn • Create and execute retention plans for at-risk clients • Closely monitor critical clients with frequent checkpoints • Identify genuine upsell and cross-sell opportunities • Deliver growth presentations • Work to increase the average ticket value of the portfolio

🎯 Requirements

• Empathy and active listening • Ability to understand performance reports and identify improvement opportunities • Knowledge of and ability to interpret digital marketing metrics: CPL (Cost per Lead), CPA, ROAS, CTR, Conversion Rate, and Cost per Appointment • Ability to turn digital marketing data into concrete action plans • Client portfolio management with a risk and potential mindset • Understanding of the conversion funnel: from click to appointment • Proficiency with CRM tools for account recording and tracking • Conducting consultative meetings and performance presentations • Executing upsell, cross-sell and renewal actions • Planning and monitoring action plans per client • Organizing and prioritizing simultaneous demands across multiple accounts • Ability to coordinate deliveries across internal teams: traffic, copywriting, and sales • Familiarity with business KPIs: ROI, LTV, NPS and Churn • Use of task management tools • Consistent, professional and courteous approach • Clear, consultative communication tailored to the client's profile • Proactive in identifying and resolving problems • Strong sense of responsibility for deliverables and deadlines • Organizational skills to manage multiple accounts simultaneously • Prioritization based on risk and financial impact • Ability to lead meetings and generate clear next steps • Tracking schedules, owners, and success criteria

🏖️ Benefits

• Bonus • Flexible hours • Career development plan