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Helppi

Customer Success Analyst

Helppi

. Manage a portfolio of clients, ensuring operational adherence above 90%, engagement, and revenue predictability.

Posted 11/10/2026contractBarueri • BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in managing client portfolios with a focus on operational adherence, relationship building, and data-driven decision-making. Proficient in utilizing customer support platforms and analytical tools to enhance client engagement and operational efficiency.

Highest-signal resume keywords
Customer Success ManagementB2B Consultative Customer Service CertificationOperational Metrics AnalysisExperience with Trello or MondayProficiency in Google Workspace

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Operational Account ManagementData-Driven Decision MakingCredit Models KnowledgeIntermediate Excel SkillsMarketplace Operations ExperienceWorkforce Management ExperienceAgile Methodologies KnowledgeKanban KnowledgeScrum KnowledgeOperational Metrics Analysis
Soft Skills
Excellent Verbal Communication SkillsExcellent Written Communication SkillsOrganizedProactiveStrong Problem-Solving Skills
Tools & Technologies
BlipIntercomZendeskPower BIRedashGoogle Data Studio
Certifications & Qualifications
B2B Consultative Customer Service Certification
Industry Keywords
Retail Client ManagementTechnology Companies ExperienceLogistics Companies ExperienceClient Relationship BuildingOperational Adherence

About the role

Key responsibilities & impact
  • Manage a portfolio of clients, ensuring operational adherence above 90%, engagement, and revenue predictability.
  • Execute daily and weekly portfolio routines, participating in daily stand-ups, planning meetings, and internal updates.
  • Provide consultative support and follow up with clients through various communication channels.
  • Monitor operational and performance metrics, identifying risks and opportunities for improvement.
  • Take preventive action to reduce churn and resolve operational issues.
  • Conduct in-person visits to clients and stores to strengthen relationships and identify improvement opportunities.
  • Log, track, and ensure the resolution of operational incidents.
  • Manage operational schedules, credit tracking, and portfolio-related follow-ups.
  • Serve as a bridge between client needs and internal teams.

Requirements

What you’ll need
  • Previous experience in Customer Success, B2B Customer Support, or related areas.
  • Experience managing relationships with retail clients, such as managers, supervisors, or coordinators.
  • Excellent verbal and written communication skills.
  • Analytical mindset and the ability to make data-driven decisions.
  • Organized, proactive, and accountable for portfolio results.
  • Enjoy building relationships and working closely with clients.
  • Strong problem-solving skills and the ability to handle day-to-day operational demands.
  • Experience with marketplace operations, workforce management, or service platforms.
  • Knowledge of credit models, SKUs, or operational account management.
  • Certification in B2B Consultative Customer Service.
  • Knowledge of Agile methodologies, Kanban, or Scrum.
  • Experience in technology, retail, or logistics companies.
  • Experience with Trello or Monday.
  • Experience with Blip, Intercom, Zendesk, or similar customer support platforms.
  • Experience with Power BI, Redash, or Google Data Studio.
  • Proficiency in Google Workspace.
  • Intermediate Excel skills.
  • Knowledge of operational metrics analysis and portfolio management.
  • Completed higher education degree.
  • Based in São Paulo.
  • Contractor engagement model (PJ), with invoice issuance.
  • Availability for one Saturday on-call shift per month and occasional holiday on-call shifts.

Benefits

Comp & perks
  • Starbem healthcare benefit – Telemedicine
  • iFood Benefits card – Home office allowance
  • Wellhub (up to 3 dependents included)
  • Birthday day off and birthday PIX payment
  • Paid time off: 30 days
  • Life insurance
  • Welcome kit and workplace setup
  • In-person meetings and client/store visits 2 to 3 days per week
  • Occasional travel may be required