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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing B2B client relationships, enhancing customer experience through effective communication and organizational skills. Proficient in utilizing CRM systems, particularly HubSpot, to track interactions and support account retention strategies.
Highest-signal resume keywords
B2B Client Service ExperienceCustomer Journey ExpertiseCRM System ProficiencyIntermediate Excel SkillsExcellent Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer JourneyExcelPowerPointCRM SystemsDue Diligence ToolsWhistleblower Channels
Soft Skills
Excellent Organizational SkillsVerbal CommunicationWritten Communication
Tools & Technologies
HubSpot
About the role
Key responsibilities & impact- Onboard new clients and manage ongoing account follow-up
- Identify client needs by analyzing situations and proposing solutions
- Support the identification of needs, improvement opportunities, and risks in the customer experience
- Support account retention, adoption, and expansion strategies
- Conduct training sessions and provide guidance on solution usage
- Record interactions, follow-ups, and action plans in the CRM (HubSpot)
- Schedule and conduct customer check-ins and business reviews
- Follow up on project progress, deliverables, and next steps
Requirements
What you’ll need- Completed or ongoing undergraduate degree
- Solid experience providing service to B2B clients
- Solid experience with the Customer Journey
- Excellent verbal and written communication skills
- Intermediate Excel skills (filters, SUM and COUNT functions, concatenation, record sorting, and basic software usage)
- Intermediate PowerPoint skills
- Experience with CRM systems
- Excellent organizational skills
- A plus: experience with HubSpot
- A plus: knowledge of Due Diligence tools and Whistleblower Channels
- A plus: fluency in English or Spanish
Benefits
Comp & perks- SulAmérica nationwide health insurance with the monthly premium fully subsidized by the company (copayment based on utilization)
- Amil dental insurance with several plan options to choose from
- TotalPass for fitness and leisure activities
- Programs and partnerships focused on physical and mental health
- Petlove benefits to support your pet’s health and well-being
- Childcare assistance, in accordance with the company’s internal policy
- iFood Benefícios card: flexible benefits that allow you to manage your balance according to your preferences
- Transportation allowance (VT), in accordance with applicable legislation, or mobility reimbursement (app-based rides, company shuttle, or parking), in accordance with the company’s internal policy
- Profit-sharing bonus (PLR) tied to the achievement of goals
- Celebratory events and recognition initiatives throughout the year, including gifts and celebrations for work anniversaries, weddings, and births
- Birthday month day off