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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 customer portfolios within technology or SaaS environments, focusing on customer adoption, retention, and satisfaction through strategic interactions and data-driven decision-making. Proficient in leading meetings and collaborating with cross-functional teams to enhance customer success initiatives.
Highest-signal resume keywords
B2B Customer Portfolio ManagementCRM ProficiencyCustomer Health Metrics AnalysisStrategic Meeting LeadershipUpsell and Cross-Sell Identification
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 Adoption StrategiesData InterpretationProactive Account ManagementNegotiation SkillsRisk Identification
Soft Skills
Excellent CommunicationActive ListeningEmpathyFlexibilityAdaptability
Tools & Technologies
CRM ToolsAsynchronous Communication Tools
Industry Keywords
TechnologySaaSCustomer SuccessHuman ResourcesEmployee Benefits
About the role
Key responsibilities & impact- Work in a high-touch model, conducting personalized and strategic interactions with customers in the existing portfolio based on the department’s strategic direction
- Lead regular meetings (QBRs) and training sessions through consultative and solution-oriented interactions, identifying risks and opportunities related to customer adoption, retention, and satisfaction
- Monitor customer health metrics, ensuring proactive account management and prioritization
- Anticipate churn signals, lead negotiations and recovery plans, and collaborate with internal teams to resolve critical obstacles
- Identify and nurture upsell and cross-sell opportunities
- Represent the voice of the customer in internal forums and coordinate initiatives with Product, Services, Support, and Sales teams
- Collaborate with internal teams to ensure a consistent customer experience and contribute to the continuous development of the Customer Success function
Requirements
What you’ll need- Experience managing a B2B customer portfolio at a technology or SaaS company
- Excellent communication, active listening, and empathy skills to build strong relationships and express ideas clearly
- Commitment to results and delivering customer value, taking a proactive approach to finding solutions
- Ability to lead strategic meetings with stakeholders at different levels
- Proficiency with CRM and asynchronous communication tools
- Analytical ability to interpret metrics and prioritize based on data
- Flexibility and adaptability to work in a dynamic environment
- Availability to travel
- Experience in the human resources or employee benefits sector is a plus
Benefits
Comp & perks- Caju Card, offering greater flexibility in using your benefits (Meals, Food, Mobility, Health, Home Office, Culture, and Education)
- Health insurance with no copay (Unimed, SulAmérica, or Alice)
- Zenklub, providing online consultations with therapists and coaches to support your mental health
- Wellhub
- Language-learning support through our partnership with Rosetta Stone
- Recharge Day – a day off
- Conexa Saúde – online medical consultations
- Childcare assistance
- Partnership with Alura
- Remote work, allowing you to work from anywhere in Brazil
- Work equipment
- Numerous growth opportunities