Customer Success and Relationship Analyst, Mid-level

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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

• Manage client relationships: monitor project health proactively to prevent issues and ensure full customer satisfaction. • Conduct alignment meetings and strictly follow project timelines. • Produce detailed success reports, monitor performance indicators, and recommend adjustments when needed. • Ensure marketing strategies align with the client's objectives. • Identify and manage issues during critical moments, reverse churn requests, and implement necessary corrective actions. • Actively identify and suggest upsell and cross-sell products or services that add value and meet emerging client needs to grow the account. • Support clients in the post-sale phase to ensure alignment and satisfaction. • Lead contract renewal processes strategically, including presenting clear proposals and driving negotiations to secure client retention.

🎯 Requirements

• Knowledge of customer relationship management (CRM) systems • Understanding of key metrics such as ROI, LTV, and NPS • Strong organization skills to manage multiple accounts • Empathy and active listening • Ability to perform upselling, cross-selling, and renewals through consultative sales presentations • Clear, consultative communication • Results- and retention-oriented mindset • Analytical capability • Excellent organization • Proactivity in problem-solving and suggesting improvements • Ability to interpret digital marketing data and translate it into practical actions

🏖️ Benefits

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