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Clicksign

Customer Portfolio Management and Expansion Specialist – Customer Success

Clicksign

. Build relationships within assigned accounts across all lines of business.

Posted 9/24/2026full-timeRemote • BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer success management within the SaaS market, focusing on relationship building, portfolio expansion, and retention strategies. Proficient in utilizing HubSpot for tracking customer engagement and performance metrics.

Highest-signal resume keywords
SaaS Market ExperienceHubSpot ProficiencyCustomer Portfolio ExpansionStrong Negotiation SkillsAnalytical Mindset

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
Results-Oriented ApproachAutonomy in Decision-MakingSense of UrgencyExecution SkillsAbility to Prioritize Demands
Industry Keywords
Customer SuccessChurn ReductionUpsellingCross-SellingFinancial ServicesFintech Operations

About the role

Key responsibilities & impact
  • Build 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 contribute to customer portfolio satisfaction, metrics, engagement, and retention using available tools, proposing improvement actions when necessary.
  • Contribute to and propose continuous improvement initiatives aimed at delivering the best customer experience and ensuring product fit, collaborating with and sharing insights with Clicksign’s Solutions and Product teams.
  • Follow up on and record customer requests through the team’s official communication channels.
  • Maximize the adoption of Clicksign solutions and/or services by presenting usage best practices and developing initiatives designed to achieve the customer’s expected outcomes.
  • Manage the performance of highly complex customers in their use of products and services, tracking success criteria and anticipating potential issues.
  • Create and present reports tracking key customer indicators when necessary.

Requirements

What you’ll need
  • Previous experience in the SaaS market.
  • Experience using HubSpot.
  • Commercial mindset and results-oriented approach.
  • Experience expanding customer portfolios through upselling and cross-selling.
  • Strong negotiation skills with strategic customers.
  • Ability to execute quickly and prioritize demands.
  • Autonomy in decision-making.
  • Analytical mindset combined with strong execution skills.
  • Sense of urgency.
  • Preferred: experience in financial services or fintech operations.

Benefits

Comp & perks
  • 100% remote work.
  • Trust-based culture focused on results, with plenty of challenges and learning opportunities.
  • Autonomy and ownership in a highly collaborative and empathetic environment.
  • Feedback culture and one-on-one meetings with people-focused leadership and no micromanagement.
  • Meal and food allowance.
  • Childcare assistance.
  • Home office allowance.
  • Healthcare allowance.
  • Education and culture allowance.
  • Gympass.
  • Birthday day off.
  • Discounts on therapy.
  • Discounts on English courses.
  • Other partnerships and perks.