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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Customer Success and Account Management, with a strong focus on customer onboarding, metric tracking, and portfolio management. Proficient in utilizing CRM tools to enhance customer engagement and drive revenue growth.
Highest-signal resume keywords
Customer Success ManagementMetric Tracking (MRR, NPS, Churn)CRM Tools (Salesforce, HubSpot)Customer OnboardingB2B Portfolio Management
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 Journey ManagementSolution ImplementationRevenue Growth StrategiesData AnalysisCustomer Feedback Translation
Soft Skills
CommunicationStrategic ThinkingCollaborationProblem Solving
Tools & Technologies
SalesforceHubSpot
Certifications & Qualifications
Bachelor's DegreeGraduate Degree in Business, Finance, or Management
Industry Keywords
B2BFinancial ServicesTechnologyPortfolio Management
About the role
Key responsibilities & impact- Monitor and manage key portfolio metrics (MRR, NPS, engagement, DPO, TPV, revenue, churn, among others)
- Collect structured customer feedback and translate insights into action plans and product and process improvements
- Lead the onboarding of new customers, ensuring structured implementation, expectation alignment, clear goal setting, and rapid value generation
- Act as a trusted advisor to the active customer portfolio, identifying opportunities for optimization, expansion, and revenue growth
- Lead regular meetings, presenting results, metric progress, next steps, and strategic opportunities
- Build and execute customer growth plans together with the Account Manager
- Ensure internal alignment with the Account Manager, Sales, Product, Engagement, and partners
- Keep the CRM and systems up to date, ensuring revenue predictability and visibility into portfolio health and potential
Requirements
What you’ll need- Bachelor’s degree required
- Previous experience in Customer Success, Account Management, or related fields
- Experience with customer onboarding, solution implementation, and customer journey management
- Experience tracking and managing metrics such as MRR, NPS, churn, adoption, and engagement
- Experience with CRM tools (e.g., Salesforce, HubSpot, or similar platforms)
- Familiarity with B2B environments and portfolio management
- Experience in technology, financial services, or platform environments is a plus
- Graduate degree or specialization in Business, Finance, Management, Customer Experience, or related fields is a plus
Benefits
Comp & perks- Meal and food allowance on a Flash card, with the flexibility to use it as you prefer
- Home office allowance to support your remote work routine
- Medical and dental insurance fully covered by the company
- Life insurance for greater peace of mind every day
- Wellhub – access to gyms, studios, and wellness services throughout Brazil
- Monkey Academy – professional development and career acceleration programs
- Birthday day off – so you can enjoy your day however you prefer
- Partnership with Sesc for leisure, culture, and well-being
- Extended maternity and paternity leave, so you can enjoy this special moment with peace of mind
- Childcare allowance to provide greater security and balance in your routine