Mid-Level Customer Success Planning and Performance Analyst

AnalystAnalystFull TimeRemoteSeniorTeam 501-1,000H1B No SponsorCompany SiteLinkedIn

Location

Brazil

Posted

3 days ago

Salary

0

Seniority

Senior

Bachelor DegreePortugueseSQL

Job Description

Mid-Level Customer Success Planning and Performance Analyst

Caju

• Leverage AI to accelerate analyses and daily productivity, and to explore and build solutions (agents, automations, copilots) that scale the operation's intelligence. • Document processes and assumptions for information management and for AI adoption. • Act as a strategic partner to Customer Success leadership in defining and tracking the key health metrics for the SMB (PME) portfolio (e.g., portfolio coverage, NPS, churn, expansion). • Translate retention, engagement, and expansion targets into operational goals for the CS team, ensuring a scalable and segmented approach to the customer portfolio. • Ensure predictability of recurring revenue by analyzing churn, contraction (downgrades), and identifying expansion opportunities (upsell/cross-sell) at scale. • Structure analyses of the customer base to identify usage patterns, mass churn risks, and levers for growth and engagement. • Develop and maintain dashboards and reports that provide CS leadership with a clear view of portfolio health, team performance, and the impact of initiatives. • Monitor and optimize SMB customer journey metrics, such as onboarding time and adoption levels of key features. • Actively participate in CS team rituals, providing data-driven insights about the portfolio to support strategic and tactical decisions. • Serve as a bridge between Product, Marketing, and Data teams and the CS team to ensure SMB customer needs and feedback are addressed effectively. • Propose and implement process and automation improvements focused on scaling, efficiency, and consistency in customer servicing and portfolio management. • Contribute to the definition and review of retention goals and strategies based on analysis of customer behavior and portfolio performance.

Job Requirements

  • Bachelor's degree, preferably in quantitatively oriented fields: Engineering, Statistics, Economics, Business Administration, or related areas.
  • Solid experience in data manipulation and analysis, from querying information to translating it into actionable business insights.
  • Previous experience in commercial planning, Sales Operations, CS Operations, or equivalent BI/Planning roles supporting revenue areas.
  • Hands-on experience setting and/or managing targets and performance indicators.
  • Proficiency in SQL, Excel, and data manipulation and visualization tools (e.g., Metabase, Databricks, Power BI).
  • Comfortable presenting results and recommendations to stakeholders at different levels, including executive leadership.
  • Analytical curiosity and diligence in working with data.

Benefits

  • Caju Card, offering flexible use of benefits (Meal, Grocery, Mobility, Health, Home Office, Culture and Education)
  • Health insurance with no co-pay
  • Zenklub — online therapy and coaching sessions to support mental health
  • Wellhub
  • We encourage language learning through a partnership with Rosetta Stone
  • Recharge Day — additional day off
  • Conexa Saúde — online medical consultations
  • Childcare allowance
  • Partnership with Alura (online learning platform)
  • Remote work — work from anywhere within Brazil
  • We provide work equipment
  • Many growth opportunities — we are growing and hope you will help us do that!

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