Analista de Gestão do Cliente II
Core
Monitor sales, retention, revenue, and churn journeys; identify operational deviations and root causes of financial losses; support decision-making with data-driven diagnostics and executive reports.
Role type
Senior operational analyst (customer journey & revenue)
Builds
Operational dashboards, executive presentations, and continuous improvement action plans
Domain
Financial services / Customer Success / Operations
Deliverable
dashboards & analysis
Required skills
Root cause analysis, process mapping, financial impact analysis, executive reporting, stakeholder management, data consolidation
Preferred skills
Salesforce, Zendesk, continuous improvement projects, commercial journey expertise
Technologies
Excel, PowerPoint, Salesforce, Zendesk
Responsibilities
Track sales and churn metrics; investigate operational bottlenecks; map customer journeys and document risks; consolidate data for executive decision support; present findings to management; measure the impact of implemented improvements.
Seniority
Mid-level, hands-on analyst