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Customer Success Assistant
Contabilidade.net. Serve customers via WhatsApp, both individually and in groups, resolve operational questions, and ensure no inquiry goes unanswered.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills through effective communication and relationship management, with proficiency in customer onboarding and retention strategies. Familiarity with accounting principles and tools enhances the ability to support clients in the accounting market.
Highest-signal resume keywords
Customer Service ExperienceProficiency In PortugueseExperience With CRMsKnowledge Of Tax ReformExperience With Customer Renewals
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 OnboardingData ManagementSpreadsheet ProficiencyCustomer SuccessBilling Experience
Soft Skills
Strong CommunicationCourteous InteractionProblem-Solving
Tools & Technologies
WhatsAppGoogle SheetsExcelCustomer Service PlatformsCRM Systems
Industry Keywords
Accounting MarketCustomer RelationsAdministrative RoutinesTax ReformHybrid Work Model
About the role
Key responsibilities & impact- Serve customers via WhatsApp, both individually and in groups, resolve operational questions, and ensure no inquiry goes unanswered.
- Route technical questions to the appropriate consultant and follow up until the customer receives assistance.
- Manage access, onboarding, and scheduling so that each customer knows the next step and has the next meeting scheduled.
- Lead renewal discussions and notify the coordination team of any signs of cancellation risk.
- Record interactions, keep tracking systems up to date, and support communications, events, and surveys.
- Work closely with the Accounting Success team, consultants, and coordination team.
Requirements
What you’ll need- High school diploma; currently pursuing or completed degree in Business Administration, Accounting, Communications, or a related field.
- At least 1 year of experience in customer service, support, customer relations, or administrative routines.
- Strong and courteous written Portuguese, especially in WhatsApp and email communications.
- Proficiency with spreadsheets (Google Sheets or Excel), including filters, list organization, and data updates.
- Ability to quickly learn new systems, such as customer service platforms, CRMs, and course platforms.
- Availability to work in a hybrid model.
- Experience in an accounting firm or with clients in the accounting market.
- Basic knowledge of Tax Reform (CBS, IBS, and transition) or a genuine interest in learning.
- Experience with Customer Success, customer onboarding, or education and mentoring programs.
- Experience using multichannel WhatsApp customer service platforms (e.g., Digisac) and CRM systems.
- Experience with customer renewals, billing, or retention.
- Use of AI tools in day-to-day work.
Benefits
Comp & perks- Health insurance – 50% employer contribution.
- Dental insurance.
- Meal allowance.
- Transportation allowance.
- Life insurance.
- Individual Development Plan (IDP).
- Day off.
- Hybrid work model – 2 days working from home and 3 days working on-site.