Customer Relations Specialist
Core
Proactive customer relationship specialist ensuring successful onboarding, retention, and growth for local business merchants using a financial platform.
Role type
Customer Relationship Specialist (Retention & Onboarding)
Builds
Financial platform for local businesses (Business Account, Instant Settlement, MOTO)
Domain
Fintech / Local Business Services
Deliverable
client delivery
Required skills
proactive customer engagement, multilingual communication (Portuguese/English), problem resolution, risk identification, cross-functional collaboration, product knowledge
Preferred skills
sales experience, commercial orientation, process improvement, adaptability
Responsibilities
Proactively follow up with new customers to ensure successful product adoption and activation; Handle customer inquiries via phone, email, and chat to resolve issues efficiently; Identify at-risk customers based on usage signals and act preventively; Contact customers with growth potential to promote additional products; Manage complaints and escalate to relevant teams when necessary; Identify patterns to contribute to continuous process and experience improvements
Seniority
Individual Contributor
