CRM Consultant – Automation

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🕒 March 10

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DocPlanner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2012

⚕️ Healthcare Insurance

☁️ SaaS

👥 B2C

Healthcare Insurance • SaaS • B2C

DocPlanner is a global healthcare platform dedicated to improving the patient experience by helping them find the perfect doctor and book appointments easily. By creating an enjoyable patient journey, DocPlanner assists patients in accessing the best care possible anytime and anywhere. The company also offers doctors an integrated end-to-end solution to help manage their practices and improve their online reputation, allowing them to focus more on their patients. With a presence in 13 countries, including Poland, Brazil, and Spain, DocPlanner facilitates over 22 million appointments each month and hosts more than 90 million patient visits. It supports 260,000 active doctors, making it a leading healthcare platform with a strong international footprint.

📋 Description

• Work with the Customer Success team to understand the customer journey, identify risk signals, and detect retention and revenue opportunities. • Translate analyses and insights from the customer base into practical, repeatable actions. • Use automation tools and AI assistants to scale and increase the efficiency of campaigns. • Monitor engagement, retention, and churn metrics, conducting ongoing tests and campaign optimizations. • Analyze the customer base to identify behavior patterns, segmentation opportunities, and proactive engagement or intervention points. • Design and implement retention and engagement campaigns at different stages of the customer journey. • Build scalable retention processes and playbooks for churn prevention. • Collaborate with Sales, Marketing, Product, and RevOps to ensure consistency in customer relationship initiatives.

🎯 Requirements

• Advanced/Fluent English (interview stages in English and daily interaction with stakeholders); • Experience creating and executing automated campaigns focused on engagement and/or retention, and managing customer journeys. • Proficiency in CRMs such as HubSpot or Salesforce (especially for building workflows and automations). • Experience using AI tools applied to campaign automation or process optimization. • Strong communication skills and ability to collaborate with multiple teams. • Preferred (not mandatory) • Previous experience in SaaS environments or technology companies.

🏖️ Benefits

• Time-bank hours that can be taken as compensatory time off later; • Home office allowance; • Meal/Food allowance via a flexible iFood card; • Medical and dental insurance, and group life insurance; • Childcare assistance; • StarBem for mental health and well-being; • iFeel app for emotional support; • Wellhub for you and up to 3 dependents; • Pet plan to extend care to your pet as well; • Birthday day off and company anniversary day off so you can celebrate as you prefer; • Partnership club offering discounts with housing partners and educational institutions (e.g., universities and language schools); • Special leave: in the event of the death of a loved one, we offer 10 days; • In case of a pet's death, 2 days of leave; • Marriage leave: 7 days; • New baby? We offer 30 days for the father and 6 months for the mother; • Referral program offers up to R$600 per referral who remains with us for more than 6 months.