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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 ERP implementation, with a strong focus on training delivery, project management, and client engagement. Proficient in analyzing metrics and ensuring customer satisfaction through structured onboarding and consultative support.
Highest-signal resume keywords
Customer Success ManagementERP ImplementationTraining DeliveryProject ManagementCRM Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ERP FundamentalsB2B Software ImplementationAnalytical MindsetProject Management ToolsFinancial Processes KnowledgeTax Legislation KnowledgeSaaS Market ExperienceKPI InterpretationConsultative ApproachOKR Experience
Soft Skills
Clear CommunicationProactive Problem SolvingEmotional IntelligenceOrganizational SkillsRelationship Building
Tools & Technologies
CRM ToolsAgile Methodologies
Certifications & Qualifications
Customer Success CertificationProject Management CertificationERP Certification
Industry Keywords
Customer EngagementImplementation ProcessesTraining SessionsClient OnboardingConsulting
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Conduct 4 to 5 online training sessions per day for clients with diverse profiles, ensuring the implementation of 15–20 clients per month
- Lead the structured onboarding of new clients, from the initial assessment through system activation
- Map client processes, ensuring alignment with the ERP and management best practices
- Provide guidance and consultative support for the platform’s initial parameterization and configuration
- Conduct regular follow-ups to ensure client engagement
- Develop and deliver training for different user profiles, ensuring clarity, effective instruction, and user independence when working with the platform’s features
- Create and track implementation schedules, conducting training sessions and alignment meetings with clients
- Identify risks, bottlenecks, and dependencies, proposing course corrections and practical solutions to maintain project progress
- Record all stages, decisions, progress, and next steps in the CRM, ensuring traceability and delivery quality
- Monitor activation, engagement, and customer success metrics, taking data-driven action to ensure customers achieve first value
- Collaborate closely with the Sales, Product, Support, and Customer Success teams, ensuring smooth handoffs and continuity throughout the customer journey
- Gather structured feedback on the customer experience and contribute to continuous improvements in implementation processes
Requirements
What you’ll need- Bachelor’s degree completed or in progress, preferably in Business Administration, Accounting, Economics, or Information Technology-related fields
- Basic knowledge of administrative and financial processes, including accounts payable/receivable, billing, and cash flow
- Experience in Customer Success implementing complex B2B software, preferably ERP, POS, or similar systems
- Ability to deliver training and communicate clearly and effectively with users at different levels of maturity
- Experience managing a customer portfolio, keeping the CRM up to date, recording feedback, and ensuring the scheduling of subsequent training sessions
- Ability to manage projects with defined schedules, regular follow-up rituals, and scope control
- Analytical mindset and ability to interpret implementation metrics and KPIs
- Strong organizational skills, discipline, and ability to maintain structured documentation
- Proactive, collaborative, and results-oriented profile
- Knowledge of ERP fundamentals and its main modules
- Basic knowledge of Brazilian tax legislation, including taxes, fiscal documents, and primary and ancillary tax obligations
- Previous experience in consulting or a consultative technology role
- Basic knowledge of tax operations and accounting routines
- Experience in the SaaS market, especially with ERP systems
- Experience implementing solutions for enterprise accounts or highly complex projects
- Knowledge of agile methodologies and project management tools
- Fluency in English and/or Spanish to deliver training and provide customer support
- Certifications related to Customer Success, Project Management, or ERP
- Knowledge of CRM tools
- High energy and proactivity
- Clear, objective, and effective communication
- Ability to build and maintain relationships of trust with customers
- Excellence in expectation management and handling difficult conversations
- Emotional intelligence and empathy when working with different customer profiles and stages of the journey
- Exceptional organization, attention to detail, and ability to prioritize multiple demands
- Logical reasoning and a data-driven mindset
- Ease in facilitating follow-up rituals and structured meetings
- Ability to work under pressure while maintaining quality and clarity in deliverables
- Proactivity and motivation to solve problems
- Consultative approach and willingness to guide customers in ERP best practices
- Experience working with targets and OKRs
- Affinity with structured routines
Benefits
Comp & perks- Dental Plan | Amil Dental
- Health Plan | Bradesco Saúde
- Mental Health Platform
- Telemedicine Platform
- Life Insurance | Prudential
- Pharmacy Benefit
- Gym Allowance
- Birthday Day Off
- Flexible Meal Voucher
- Home Office Allowance
- Childcare Assistance
- Transportation Voucher and Company Shuttle
- Discount Platform (Allya, SwileShop, and Dell)
- Educational Benefits
- Travel Benefits
- Pet Health Plan
- SESC Benefits
- Profit-Sharing and Results Program (PPRR)
