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i4pro

Customer Success Manager

i4pro

. Manage a portfolio of clients, overseeing their journey and promoting a continuous successful experience .

Posted 9/18/2026full-timeSão Paulo • 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 a B2B SaaS environment, focusing on client relationship building, metrics analysis, and cross-functional collaboration to drive retention and value creation. Proficient in developing success plans and managing enterprise client portfolios while ensuring alignment with business objectives.

Highest-signal resume keywords
Customer Success ManagementB2B SaaS ExperienceMetrics AnalysisCross-Functional CollaborationClient Relationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Customer Experience MetricsProject ManagementAgile MethodologiesSuccess Plan DevelopmentData InterpretationRisk MitigationContract Renewal ProcessesOnboarding and AdoptionHealth Score MonitoringExecutive Presentation Preparation
Soft Skills
Strong Communication SkillsAnalytical MindsetEmpathyProblem-SolvingNegotiation Skills
Tools & Technologies
CRM ToolsCustomer Support ToolsITSM Tools
Industry Keywords
Customer SuccessStrategic Account ManagementB2B Solution ImplementationEnterprise Client ManagementValue Realization

Tech Stack

Tools & technologies
ITSM

About the role

Key responsibilities & impact
  • Manage a portfolio of clients, overseeing their journey and promoting a continuous successful experience
  • Lead follow-up and alignment meetings with operational, technical, and executive stakeholders, presenting results, risks, and opportunities
  • Support new clients’ transition to production, ensuring a structured process aligned with business objectives
  • Develop success plans, monitoring metrics, risks, outcomes, and improvement opportunities
  • Serve as the client’s primary strategic point of contact, coordinating requests with Product, Engineering, Support, Services, Technology, PMO, and Sales teams
  • Monitor portfolio health indicators (Health Score), satisfaction, usage, incidents, backlog, and SLAs, taking preventive action to mitigate risks
  • Support clients during critical operational situations, ensuring alignment, communication, and escalation management
  • Represent the Voice of the Customer within the organization, contributing to the evolution of products, processes, and services
  • Identify expansion, upsell, and cross-sell opportunities in partnership with the Sales team
  • Support contract renewal processes, reinforcing perceived value, delivered results, and risk mitigation
  • Contribute to the evolution of i4Pro’s Customer Success practices, processes, and strategies
  • Work collaboratively with Service Management, Support, Sales, PMO, Engineering, Product, Technology, Professional Services, vendors, and client leadership

Requirements

What you’ll need
  • 5–7 years of experience in Customer Success, strategic account management, customer relations, or B2B solution implementation, preferably in software or SaaS companies
  • Experience managing enterprise clients, engaging with executives, and simultaneously leading critical projects or initiatives
  • Bachelor’s degree in Business Administration, Technology, Engineering, Communications, Service Management, or a related field
  • Postgraduate degree in Business Management, Customer Experience, Technology, or a related field is a plus
  • Strong relationship-building and communication skills
  • Analytical mindset and metrics-driven approach
  • Ability to coordinate multiple departments to achieve the best outcomes for the client
  • Consultative, collaborative, and proactive profile
  • Focus on customer success, retention, and value creation
  • Excellent verbal and written communication skills, with the ability to interact effectively with operational, technical, and executive audiences
  • Empathy, active listening, and the ability to understand clients’ business challenges and objectives
  • Ability to build strong relationships and act as a strategic partner to clients
  • Knowledge of Customer Success in a B2B SaaS model, including onboarding, adoption, value realization, retention, renewal, and expansion
  • Analytical ability to interpret metrics and translate data into actions and results
  • Experience with customer experience and success metrics such as NPS, CSAT, SLA, backlog, adoption, engagement, and Health Score
  • Familiarity with CRM and customer support or ITSM tools
  • Ability to prepare executive presentations, management reports, success plans, and action plans
  • Knowledge of project management and Agile methodologies for tracking deliverables, risks, and priorities
  • Ability to influence different departments and lead cross-functional initiatives
  • Intermediate English is desirable
  • Self-management
  • Operational excellence
  • Results orientation
  • Simplicity
  • Sense of urgency
  • Out-of-the-box thinking
  • Problem-solving
  • Customer focus and value creation
  • Clear, empathetic, and assertive communication
  • Knowledge sharing and best-practice exchange
  • Project and knowledge management
  • Analytical thinking
  • Ownership and initiative
  • Negotiation and conflict management
  • Organization, prioritization, and a strong sense of ownership

Benefits

Comp & perks
  • Meal voucher
  • Food allowance
  • Bradesco health insurance
  • Bradesco dental insurance
  • Wellhub and TotalPass
  • Transportation allowance
  • Childcare assistance
  • Profit Sharing and Results Program
  • Life insurance
  • Private pension plan
  • Day off on your birthday
  • Extended paternity leave
  • Creditas partnership
  • Commitment to diversity and inclusion of people with disabilities across all job openings