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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing B2B client portfolios, focusing on retention, engagement, and strategic growth through consultative relationships. Proficient in analyzing Customer Success metrics and utilizing CRM systems to drive decision-making and enhance client experiences.
Highest-signal resume keywords
Customer Success ManagementB2B Client Relationship BuildingData Analysis and InterpretationCRM System ProficiencyRetention and Expansion Strategies
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 Success MetricsPortfolio ManagementKPI TrackingData AnalysisAction Plan Development
Soft Skills
Strong Communication SkillsInterpersonal Relationship BuildingAnalytical MindsetProactive Problem SolvingOrganizational Skills
Tools & Technologies
CRM SystemsAutomation ToolsArtificial IntelligenceBusiness Intelligence ToolsDigital Platforms
Industry Keywords
B2B Client ManagementConsultative SupportOnboarding and TrainingSaaSEnterprise Clients
About the role
Key responsibilities & impact- Manage a B2B client portfolio strategically, building consultative relationships with stakeholders
- Lead onboarding, adoption, and the continued growth of platform usage
- Monitor NPS, churn, health score, engagement, retention, and adoption
- Develop action plans for retention, portfolio expansion, and stronger client relationships
- Analyze performance and results, presenting metrics, insights, and strategic recommendations
- Conduct training, configuration, and technical enablement for the platform
- Act as a liaison between clients and internal teams
- Manage the portfolio proactively, anticipating risks and growth opportunities
- Identify upselling, cross-selling, and new product activation opportunities
- Provide consultative support through multiple channels
- Use CRM, automation, data analysis, and Artificial Intelligence to manage the portfolio and support decision-making
Requirements
What you’ll need- Previous experience in Customer Success, Client Relations, After-Sales, Account Management, or related areas
- Experience managing B2B clients and building consultative relationships
- Experience managing client portfolios, retention, and strategic client engagement
- Knowledge of Customer Success metrics, including NPS, churn, retention, health score, adoption, and expansion
- Analytical ability to interpret data, identify risks, and develop action plans
- Experience with CRM systems, portfolio management, metrics, and KPI tracking
- Strong verbal and written communication skills, with the ability to influence and build interpersonal relationships
- Analytical, proactive, organized, and problem-solving mindset
- Comfortable working with technology, digital platforms, and dynamic environments
- Bachelor’s degree in Business Administration, Commercial Management, Marketing, Communications, Tourism, or a related field
- Preferred qualifications: experience in technology, SaaS, travel tech, or highly scalable environments; experience with Enterprise clients or strategic accounts; retention, expansion, upselling, and cross-selling; onboarding, implementation, or training for digital platforms; AI, automation, BI, or analytics tools; intermediate English or Spanish
Benefits
Comp & perks- Hybrid work model – 3 days in the office and 2 days working from home
- Meal voucher on a flexible benefits card — BRL 44 (no 6% payroll deduction)
- Transportation voucher on a flexible benefits card (no 6% payroll deduction)
- Bradesco Health Insurance — no copayment and no monthly premium for Onfly employees
- Dental insurance (monthly premium discount)
- Pharmacy discount
- Online psychotherapy — Vittude
- Gympass and TotalPass
- 90% scholarship for language studies
- Discounts on undergraduate and graduate programs (UAM and USJT)
- Funeral assistance from Grupo Zelo
- Extended maternity and paternity leave
- BRL 200 voucher for Onhappy — a leisure travel platform
- Life insurance