Customer Success Operations Associate (Associado de Operações de Customer Success) - São Paulo (Hybrid)
Core
Design, maintain, and optimize data systems, dashboards, and automated workflows to support customer retention, activation, and growth for a B2B fintech in Latin America.
Role type
Associate-level Revenue Operations specialist (Customer Success focus)
Builds
Data dashboards, automated workflows, and CRM governance for a B2B payments platform
Domain
B2B Fintech / Payments / Latin America
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
HubSpot CRM administration, Google Sheets/Excel advanced modeling, n8n workflow automation, AI tool usage (Claude/ChatGPT), CS metrics analysis (Churn, NPS, CSAT), SQL/API basics
Preferred skills
Metabase/Looker/Tableau familiarity, SQL proficiency, API integration knowledge
Technologies
HubSpot, Metabase, Google Sheets, n8n, Claude, ChatGPT, Amplemarket
Responsibilities
Maintain daily HubSpot CRM environment and data hygiene; Design and maintain CS scorecards and dashboards; Build automated workflows to streamline CS operations; Execute customer activation and retention campaigns; Serve as operational point of contact for CS managers and leads
Seniority
Associate, hands-on IC