Client Success Manager- Brazil

General Description

The Client Success Manager is responsible for managing the onboarding and successful implementation of all Forwood solutions, including CRM, Risk, Safety+, and Compliance+. This role ensures clients achieve their desired outcomes by leveraging Forwood’s products and services while building strong relationships to enhance client satisfaction, retention, and long-term success. The Client Success Manager plays a pivotal role in driving value for clients throughout their engagement lifecycle.

Main Responsibilities

Lead client onboarding and implementation, ensuring a smooth transition from contract signing to successful adoption of our SaaS solutions.

Plan and manage implementation projects, including onboarding timelines, milestones, deliverables, and client communications to ensure projects are completed on schedule.

Deliver product training, workshops, and onboarding sessions to help clients confidently adopt and maximize the value of our platform.

Build and maintain strong client relationships by acting as the primary point of contact, conducting regular check-ins, and understanding business needs.

Drive customer success and retention by proactively identifying challenges, improving client satisfaction, encouraging product adoption, and identifying opportunities for account growth.

Collaborate with Product, Technical Support, and Marketing teams to resolve customer issues, share client feedback, and continuously improve the customer experience.

Create and maintain customer documentation, including onboarding guides, knowledge base articles, and best practices to support both clients and internal teams.

Key Requirements

Bachelor's degree in Business, Project Management, or a related field.

3+ years of experience in Client Success, Customer Success, Project Implementation, or Account Management.

Experience in a SaaS or enterprise software environment.

Strong project management and stakeholder management skills.

Excellent communication, presentation, and problem-solving abilities.

Experience delivering customer onboarding, training, and change management initiatives.

Customer-centric, proactive, and able to manage multiple client projects simultaneously.

Fluency in Portuguese, English, and Spanish.

Originally posted on Himalayas