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Clicksign

Clicksign. O click que muda a sua vida.

Specialist in Portfolio Management and Expansion

GeneralGeneralFull TimeRemoteSeniorTeam 201-500Since 2010H1B No SponsorCompany SiteLinkedIn

Location

Brazil

Posted

1 day ago

Salary

0

Seniority

Senior

Portuguese

Job Description

Specialist in Portfolio Management and Expansion

Clicksign

• Develop relationships within assigned accounts across all lines of business; • Contribute to customer success throughout the customer lifecycle by proactively engaging with Clicksign teams, identifying expansion opportunities and reducing churn risk; • Monitor and support customer satisfaction, engagement, retention and related metrics for the customer portfolio using available tools, proposing improvement actions when necessary; • Propose and implement continuous improvement initiatives to enhance product experience and adoption, collaborating with Clicksign Solutions and Product teams and sharing insights; • Follow up on and document customer requests through the official communication channels; • Maximize adoption of our solutions and services by presenting best practices and designing initiatives aimed at achieving the customer’s desired outcomes; • Manage performance for complex customers in their use of products and services, tracking customer success criteria and anticipating potential issues; • Prepare and present monitoring reports on key customer indicators when needed.

Job Requirements

  • Previous experience in the SaaS market.
  • Experience using HubSpot.
  • Commercial profile and results-oriented mindset.
  • Experience with portfolio expansion (upsell and cross-sell).
  • Comfortable negotiating with strategic clients.
  • Ability to execute quickly and prioritize tasks.
  • Autonomy in decision-making.
  • Analytical mindset combined with strong execution skills.
  • Sense of urgency.
  • Plus: experience in the financial sector or fintech operations.

Benefits

  • 100% remote work.
  • A culture of trust, focused on results and offering strong challenges and learning opportunities.
  • Autonomy and ownership in a collaborative, empathetic environment.
  • Feedback culture and regular 1:1s with supportive leadership and no micromanagement.
  • Comprehensive benefits including meal/food allowance, childcare assistance, home office support, health coverage, education and culture benefits, Gympass, birthday day off, discounts on therapy and English courses, among other partnerships.

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