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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing SaaS customer portfolios and implementing effective onboarding processes. Strong ability to analyze metrics and develop action plans that enhance customer satisfaction, retention, and value within the Omie Ecosystem.
Highest-signal resume keywords
SaaS Customer Portfolio ManagementCustomer Success ExperienceSystem Implementation/OnboardingStrong Communication SkillsBusiness Acumen
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Metrics AnalysisOperational Process ManagementTraining DevelopmentNeeds AssessmentExpectation Alignment
Soft Skills
Consultative MindsetProactive Problem-SolvingEmpathyNegotiation SkillsRelationship Building
Tools & Technologies
ERP SystemsBusiness Management SystemsOmie Ecosystem
Industry Keywords
Customer SuccessB2BChurnAdoptionEngagement
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- Experience managing SaaS customer portfolios.
- Experience in Customer Success, consultative support, relationship management, or account management.
- Experience with or knowledge of system implementation/onboarding and related operational processes.
- Ability to manage multiple demands simultaneously while maintaining quality and organization.
- Strong communication skills with diverse audiences, using clarity, empathy, and negotiation skills.
- Consultative, proactive, and problem-solving mindset.
- Ability to analyze metrics, identify risks and opportunities, and turn data into action plans.
- Business acumen to connect customer needs with solutions within the Omie Ecosystem.
- Ability to work in dynamic environments with autonomy and a sense of urgency.
- Focus on adoption, satisfaction, retention, and generating customer value.
- Passion for helping people and building relationships based on trust.
- Preferred: B2B Customer Success experience.
- Preferred: Experience with ERP and business management systems.
- Preferred: Experience with metrics such as Health Score, NPS, churn, adoption, and engagement.
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
- Long-Term Profit-Sharing Program (PPRL)
