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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer relationship management and consultative support, with a strong focus on contract conversion and customer satisfaction. Proficient in utilizing CRM tools and digital platforms to enhance customer engagement and monitor performance metrics.
Highest-signal resume keywords
Customer Relationship ManagementCRM Tools ExperienceStrong Communication SkillsCustomer Training ExperienceResults-Oriented Approach
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRM ToolsCustomer Journey ManagementContract Generation MonitoringData AnalysisDigital Proficiency
Soft Skills
EmpathyActive ListeningTime ManagementOrganizational SkillsProactive Attitude
Tools & Technologies
RD StationHubSpotPipedriveGoogle WorkspaceSlack
Certifications & Qualifications
University DegreeAssociate DegreePostgraduate Qualification
Industry Keywords
Customer ServiceRelationship ManagementDigital CompaniesFintechProptech
About the role
Key responsibilities & impact- Manage customer relationships throughout the commercial journey.
- Ensure engagement, consultative support, and ongoing follow-up to maximize contract conversion and customer satisfaction.
- Call existing customers to maintain active relationships and identify opportunities for advancement.
- Send WhatsApp messages to drive engagement, provide support, and guide customers through the next steps.
- Conduct customer training sessions, ensuring efficient use of the platform.
- Analyze and monitor CRM metrics, identifying areas requiring attention and opportunities for improvement.
- Monitor contract generation, ensuring that all steps are completed correctly and on schedule.
- Participate in regular team meetings, contributing operational insights and updates.
- Report bugs and instability encountered in customers’ workflows, collaborating with the product team.
- Provide direct support for contract conversion, with a focus on customer success.
Requirements
What you’ll need- Experience in customer service, relationship management, or support, particularly in digital companies, fintechs, proptechs, or startups.
- Strong written and verbal communication skills, especially via WhatsApp and phone calls.
- Empathy, active listening, and patience when assisting customers, with the ability to put yourself in their place.
- Strong time-management, organizational, and self-management skills.
- Experience with CRM tools such as RD Station, HubSpot, Pipedrive, or similar platforms.
- Experience with onboarding, training, or managing the customer journey is a plus.
- Digital proficiency and the ability to navigate different tools and internal systems with ease.
- Familiarity with CRM systems for monitoring sales funnels and customer status.
- Comfortable using tools such as Google Workspace, Slack, and others.
- Strong organizational skills to manage multiple customer interactions in a structured manner.
- Consultative approach, with the ability to identify engagement and conversion opportunities.
- Results-oriented profile with a focus on customer activation.
- Ability to work with different customer profiles and adapt the approach as needed.
- Ability to drive the pace of the customer journey and encourage progress through each stage of the workflow.
- Proactive, self-motivated, and committed to achieving results.
- University degree, associate degree, or postgraduate qualification.
- Portuguese proficiency.
Benefits
Comp & perks- Commission
- Day off
- Meal allowance
- Home-office allowance