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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Commercial Relationship Management and Customer Success, leveraging strong analytical skills and data-driven insights to enhance customer engagement and drive growth. Proficient in leading strategic discussions and coordinating cross-functional teams to deliver actionable solutions and improve performance metrics.
Highest-signal resume keywords
Commercial Relationship ManagementCustomer Success ManagementData Analysis and InsightsExecutive Meeting LeadershipGenerative AI Familiarity
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisCustomer Performance MetricsAction Plan DevelopmentB2B Customer ManagementSQL KnowledgeAnalytics ToolsData VisualizationProject TrackingRisk ManagementCustomer Engagement Strategies
Soft Skills
Strong CommunicationNegotiation SkillsOrganizational SkillsMultitasking AbilityResults-Oriented Mindset
Tools & Technologies
Power BIGenerative AI ToolsCRM SystemsData Insights PlatformsAutomation Solutions
Industry Keywords
Technology CompaniesFinancial ServicesFintechDigital BusinessesCustomer Management
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Coordinate strategic relationships with customers in the portfolio, ensuring close engagement, business understanding, delivery quality, and partnership development.
- Structure and lead recurring agendas, executive meetings, results reviews, action plans, and decision-making forums.
- Use data, metrics, and insights to identify behaviors, improvement opportunities, risks, needs, and account expansion possibilities.
- Identify growth opportunities among existing customers, supporting new proposals, projects, products, campaigns, and solutions with internal teams.
- Monitor customer usage, engagement, performance, revenue, and growth metrics, generating practical and strategic recommendations.
- Connect customers with Product, Technology, Data, Insights, Operations, CRM, Marketing, Finance, and Sales teams.
- Track projects, action plans, and deliverables, anticipating risks, removing roadblocks, and ensuring clear communication.
- Work with Data and Insights teams to transform operational and user information into analyses that support commercial and strategic decisions.
- Use AI to increase productivity, improve analyses, organize information, support decision-making, and enhance relationship-management processes.
- Coordinate, develop, and support the team, setting priorities, metrics, management routines, and a customer-, data-, and results-oriented culture.
Requirements
What you’ll need- Bachelor’s degree in Business Administration, Marketing, Economics, Engineering, Communications, Technology, or a related field.
- At least 5 years of experience in Commercial Relationship Management, Customer Management, Customer Success, Key Account Management, or similar areas.
- Experience managing B2B customers and working with stakeholders at various levels, including executives and business teams.
- Ability to lead executive meetings, results presentations, and strategic discussions with customers.
- Strong analytical skills and experience using data and insights to support decision-making.
- Knowledge of commercial, relationship, usage, engagement, and customer-performance metrics.
- Ability to translate customer needs into action plans and connect different teams to execute them.
- Strong communication, negotiation, organization, and multitasking skills.
- Familiarity with Generative AI tools and the ability to incorporate AI into daily work.
- Results-, customer-, data-, and value-oriented mindset.
- Preferred: experience in technology companies, benefits, loyalty, financial services, fintech, or digital businesses.
- Preferred: experience with analytics and data-visualization tools such as Power BI or similar platforms.
- Preferred: knowledge of SQL or ease working alongside Data and BI teams.
- Preferred: experience with Business Reviews, QBRs, dashboards, and executive customer presentations.
- Preferred: experience with automation, AI agents, or AI-based solutions.
- Preferred: track record of identifying expansion, upsell, cross-sell, or new-solution development opportunities.
- Preferred: experience managing multidisciplinary teams or structures involving Relationship Management, Data, Insights, and Operations.
Benefits
Comp & perks- Flexible Office – 2 days working from home and 3 days on-site.
- Birthday Day Off – Enjoy your special day however you prefer, plus points in our Marketplace.
- Sul América life insurance.
- Psychological support – access to a platform with psychologists.
- On-site massage.
- Relaxation room.
- Fresh fruit at the office.
- Meal or food allowance.
- Fuel allowance.
- Public transportation allowance, parking, or company shuttle.
- Qulture.Rocks – performance and development management platform.
- Dynamic, collaborative, and innovation-driven culture.
- Internal events and engagement initiatives.
- Exclusive benefits on commemorative dates.
