Customer Success, Client and Project Management

• Lead the onboarding process for new clients, ensuring an organized start to the relationship aligned with expectations.
• Support clients and manage projects throughout all stages, monitoring requests, timelines, and deliverables.
• Organize and manage tasks and projects in ClickUp.
• Maintain frequent communication with clients, sharing updates and aligning expectations.
• Coordinate requests with the internal team to ensure activities progress and commitments are met.
• Conduct customer satisfaction surveys, including NPS, and identify opportunities for improvement.
• Identify signs of dissatisfaction and take preventive action to reduce churn.
• Develop initiatives to strengthen relationships, increase retention, and contribute to the growth of customers’ Lifetime Value (LTV).
• Identify process bottlenecks and propose improvements to the customer experience.

• Proven experience in Customer Success, client relations, or account management.
• Proficiency with ClickUp for project organization and tracking.
• Ability to manage multiple clients and requests simultaneously.
• Excellent verbal and written communication skills in Portuguese.
• Strong organizational skills, attention to detail, and commitment to results.
• Autonomy to monitor activities, identify issues, and resolve them.
• Ability to work effectively as part of a team and coordinate activities between clients and internal professionals.
• Preferred: experience in marketing agencies or business advisory firms.
• Preferred: knowledge of customer satisfaction metrics, NPS, churn, retention, and LTV.
• Preferred: experience with client onboarding processes.
• Preferred: familiarity with artificial intelligence tools, especially Claude AI.

• Opportunity for continued engagement after the initial three-month period