Omie

Revenue Operations

• Own the Partnerships Semantic Layer, translating technical data into standardized business metrics and concepts.
• Document and maintain the Partnerships KPI catalog, ensuring conceptual alignment and traceability.
• Identify data inconsistencies and work with Process, Data Engineering, and Product teams to resolve them at the source.
• Conduct analyses of partner portfolio performance, segmentation, commercial rules, customer journey, and growth.
• Translate analyses into actionable recommendations and track their impact on key indicators.
• Prioritize the team’s analytical demand and build scalable assets.
• Develop AI agents for querying data and metrics using natural language.
• Build automated insights, KPI deviation alerts, performance summaries, and risk or opportunity signals.
• Define validation criteria, quality monitoring, and usage limits for AI-generated responses.
• Identify and prioritize opportunities to apply AI to the team’s processes.
• Develop and maintain reports and dashboards in Databricks.
• Perform data modeling in Databricks using SQL and Python.
• Automate analytical routines and structure data for future Machine Learning models.
• Collaborate with Partnerships, Accounting Success, Sales, Product, Data Engineering, BI, and other teams.
• Communicate results and recommendations clearly and with a focus on action.
• Prepare and deliver presentations for leadership and strategic stakeholders.

Senior Revenue Operations Analyst

Support Engineer

• Provide Level 1 and Level 2 support to internal users
• Answer questions and provide guidance on the use of various systems
• Conduct technical training for internal teams
• Collaborate with Omie’s internal departments to clarify questions and provide customers with accurate guidance
• Take a consultative approach and deliver a human-centered support experience

Junior Technical Support Analyst

Customer Success Manager

• Set up and onboard Key Account clients
• Monitor platform adoption and usage
• Manage the health of the customer portfolio, identifying risks and opportunities
• Lead check-in meetings and action plans
• Drive customer engagement and growth
• Identify opportunities to expand and increase solution usage
• Act in a consultative manner to generate value and strengthen customer relationships
• Partner with internal teams to ensure a positive customer experience

Customer Success Analyst, Mid-Level – Key Account

Backend Engineer

• Code, test, and maintain core ERP functionality
• Work closely with more experienced developers
• Write, read, and understand SQL Server queries against tables containing millions of records
• Learn business rules for areas such as finance, tax, and procurement
• Learn, adapt to, and deliver value using the primary XHarbour technology stack
• Participate in code reviews and uphold quality, security, and version-control standards
• Support Level 3 Technical Support by investigating and resolving complex incidents
• Analyze logs, run diagnostic queries, and fix issues that affect customers

Systems Development Analyst – Backend

• Lead the onboarding of new customers, focusing on expectation alignment, needs assessment, and support during their initial access and system adoption.
• Assist with planning and executing essential configurations, defining the implementation timeline, and structuring the work environment.
• Conduct individual or group training sessions to enable users to use the system’s features, reducing operational dependencies.
• Develop, update, and enhance educational content and training materials to increase engagement and knowledge retention.
• Manage a portfolio across multiple industries, mapping different scenarios, challenges, and needs to turn the Omie Ecosystem into practical results.
• Monitor portfolio progress, anticipate questions, and develop action plans to ensure high perceived value, satisfaction, and retention.
• Identify signs of churn and disengagement, proactively addressing issues and capitalizing on expansion opportunities.
• Manage consultative customer contact through meetings, phone calls, email, and WhatsApp.

Mid-Level Customer Success Analyst

• Strategically manage a portfolio of major clients and top accounts
• Build and strengthen relationships with contacts at various organizational levels, including decision-makers and strategic stakeholders
• Monitor the customer journey, ensuring a high-quality experience at every stage
• Develop a deep understanding of each customer’s business, objectives, and challenges, connecting them with the solutions offered
• Advise customers on the proper and strategic use of the system, driving greater adoption and value realization
• Monitor portfolio health, engagement, satisfaction, usage, and results metrics
• Identify risks and take preventive action to reduce churn and increase retention
• Identify expansion, cross-sell, and upsell opportunities within the portfolio
• Lead strategic business reviews, follow-up meetings, and action plans with customers
• Work closely with internal teams to resolve requests and ensure an integrated customer experience
• Serve as the customer’s primary point of contact within the company, ensuring alignment of expectations and continued partnership growth
• Develop success plans and growth strategies for key accounts
• Manage conflicts and critical situations with a consultative approach, solution-oriented mindset, and long-term perspective
• Contribute to the improvement of Customer Success processes and strategies
• Conduct on-site customer visits, both in the same state and in other states

Senior Customer Success Analyst – Engagement

• Handle cancellation requests through phone, chat, WhatsApp, and email channels.
• Work to reverse these requests by resolving issues, managing expectations, answering questions, and addressing conflicts.
• Propose retention plans and initiatives aimed at keeping customers active in the customer base.
• Suggest improvements to customer service tools, processes, and channels.
• Participate in training sessions and performance review meetings.
• Create action plans.

Customer Success Analyst (Mid-Level) – Retention, Cancellations

Data Engineer

• Design, build, and optimize scalable, resilient, and secure data platform architectures using AWS and Databricks
• Build automated pipelines using AWS Glue, Databricks Jobs/Workflows, JDBC ingestion from multi-tenant SQL Server sources, and REST API integrations (HubSpot, Jira, Sympla, Zoom)
• Architect and maintain the Delta Lake lakehouse across bronze, silver, and gold layers, including ACID transactions, time travel, schema evolution, and Z-ORDER/partitioning strategies for cost and performance optimization
• Architect and maintain granular access controls, data lineage, and metadata management through Databricks Unity Catalog across multiple workspaces, including secret scope management and credential rotation
• Build and operationalize data infrastructure for ML/AI and LLM workloads
• Configure Databricks AI/BI Genie spaces, including trusted assets, instructions, and metric spaces, to support self-service BI using natural language
• Monitor and optimize Databricks SQL Warehouses and job clusters for performance and cost, including allocation through system.billing, warehouse sizing, idle-resource detection, and query tuning
• Guide and mentor senior and mid-level data engineers, establishing engineering best practices in CI/CD, automated testing, and version control

Tech Lead II – Data Engineering

Account Executive

• Manage and grow a farmer portfolio of accountant partners
• Visit accounting professionals
• Demonstrate the system and all its functionalities, emphasizing how it addresses prospects’ pain points and meets their needs
• Manage the sales funnel
• Identify and qualify business opportunities to ensure established targets are achieved
• Tailor the sales pitch and approach to each prospect’s profile and industry segment
• Prepare commercial proposals that clearly convey the value of the investment
• Accurately report forecasts and pipeline data in the CRM, ensuring visibility into business potential

Account Executive – Accounting Segment

• Work with customers showing risk signals to understand what is happening, why it is happening, and how to change the situation
• Work with Health Score data, usage behavior, and direct customer contact to create, test, and validate churn-prevention and ERP adoption strategies
• Analyze Health Score, usage, engagement, and churn risk signals
• Investigate the causes of friction through data analysis and direct customer contact
• Create and run rapid tests across customer segments, tracking results and learnings
• Take a hands-on approach to resolving identified issues
• Identify patterns in customer feedback and turn them into insights and action plans
• Collaborate with Product, Support, and other teams to resolve recurring root causes
• Document learnings and help turn successful tests into scalable processes