Customer Success Manager

• Serve as the customer's main point of contact with the organization
• Identify and respond to customer needs, ensuring successful relationships
• Assist customers with Anova's hardware and software products
• Assume, resolve and monitor customer interference within agreed SLAs
• Support customers in integrating products into applications
• Build customer relationships, promoting renewals, increased sales or new projects
• Provide training and technical knowledge to customers
• Ensure customer data is valid and services are operational
• Manage installation and maintenance projects
• Identify bugs or software improvements that benefit customers
• Proactively identify problems and propose innovative solutions
• Provide product and service reports for assigned accounts

Customer Success Representative

• Nurture customers and process expansion opportunities from the customer base
• Advise customers as a trusted product advisor and business consultant on creating effective processes with Pleo
• Own the post-onboarding adoption journey for a customer portfolio
• Collaborate with Product, Services & Solutions, Marketing, Customer Support and other internal stakeholders to improve customer experience
• Receive, qualify and triage inbound communications via email, Intercom/web chat and other channels
• Cultivate key customers as advocates of Pleo and the fintech community
• Manage day-to-day operations and long-term customer relationships
• Measure health scores and product/feature adoption, and proactively prevent customer churn
• Connect customer feedback with the Product team to optimise product-market fit
• Lead customer adoption projects during the first six months
• Improve customer experience processes and feedback loops with Customer Success and Product teams
• Develop relationship management and upselling strategies

Customer Success Manager II

• Assist clients in implementing Agicap’s key features, including banking and data integration
• Meet clients to understand their cash management and forecasting needs
• Collect client data from banks and accounting tools
• Transform client data using SQL / Python workflows for integration into Agicap
• Manage client projects to integrate data and features and ensure optimal use of Agicap’s capabilities
• Collaborate with stakeholders, conduct follow-ups, and gather client insights
• Build a scalable library for processing customer data
• Contribute to knowledge management for banking and accounting tool aggregation
• Build a wiki of best practices and key processes
• Define, improve, and automate customer data collection and transformation processes
• Provide structured and quantitative product feedback to prioritize data integration and banking aggregation features

Customer Success Tech – DACH Market

• Serve as the main point of contact for a portfolio of hotel clients throughout the customer lifecycle
• Conduct regular business reviews and create success plans
• Assess product usage, uncover growth opportunities, and align with client goals
• Deliver product training and strategic workshops
• Collaborate with Sales, Implementation, Product, and Support teams
• Own renewal processes and ensure timely, successful contract renewals
• Identify opportunities for tier upgrades and product add-ons such as Payments and RevPlus
• Present and demonstrate product add-ons and new features consultatively
• Track account health, engagement metrics, and usage data
• Monitor customer satisfaction, usage trends, and feedback for churn risks
• Develop and execute proactive retention strategies
• Guide customer conversations toward win-win solutions

Customer Success Manager jobs in Portugal

Customer Success Representative

Customer Success Manager II

Customer Success Tech – DACH Market

Customer Success Manager, German Speaking