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ROIT

Customer Success

ROIT

. Serve as the primary point of contact between the customer and the Support/Monitoring, Integration, and Implementation teams .

Posted 9/17/2026full-timeRemote • BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in Customer Success and Account Management within the SaaS and Invoice-to-Pay domains, with strong communication skills for managing customer expectations and relationships. Proficient in utilizing CRM tools and understanding tax workflows and ERP integrations.

Highest-signal resume keywords
Customer Success ManagementAccount ManagementSaaS ExperienceCommunication SkillsInvoice-to-Pay Domain Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Customer SupportData AnalysisERP IntegrationTax WorkflowsProject Prioritization
Soft Skills
Relationship ManagementExpectation ManagementNegotiation Skills
Tools & Technologies
CRM Tools
Industry Keywords
B2BFinance ProductsRegulatory ObligationsAI-first Service Model

About the role

Key responsibilities & impact
  • Serve as the primary point of contact between the customer and the Support/Monitoring, Integration, and Implementation teams
  • Ensure customers have clear visibility into the status of tickets, projects, and timelines
  • Monitor the health of the Invoice-to-Pay customer portfolio, identifying risks of dissatisfaction, churn, or escalation
  • Set expectations regarding what is and is not covered within the support scope
  • Support contract renegotiations and project prioritization in collaboration with Legal and Project Management
  • Explain the new AI-first service model to customers and calibrate expectations regarding response times
  • Consolidate customer feedback to support prioritization and communication decisions with the CPO and board

Requirements

What you’ll need
  • Previous experience in Customer Success, Account Management, or B2B Customer Support, preferably in SaaS or tax/finance products
  • Strong communication skills to lead difficult conversations, including scope renegotiations, timeline discussions, and feature deprecations
  • Comfortable working in a product run-off context—that is, focused on expectation and relationship management rather than sales or expansion
  • Comfortable working with data and CRM tools
  • Familiarity with—or willingness to quickly learn—the Invoice-to-Pay domain, including tax workflows, ERP integrations (SAP, TOTVS), and regulatory obligations

Benefits

Comp & perks
  • Remote work 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score