Omie
Omie
1,001 – 5,000 Employees
eCommerceFintechSaaS
Omie develops cloud-based business management software for small and medium-sized companies. Its SaaS platform brings together financial management, sales operations, and inventory control, helping entrepreneurs centralize day-to-day workflows and make decisions with up-to-date financial information. Omie operates at the intersection of SaaS, fintech, and e-commerce, with automation and integrations designed to reduce manual work as businesses grow.

Mid-Level Customer Success Analyst – Adoption (Remote)

Customer Success Analyst at Omie, a business management software company serving Brazil. Drive post-go-live adoption and customer independence before handoff to the Customer Health team.

Description

  • Assume ownership of customers after implementation and confirm they meet the criteria for entering the initial adoption phase.
  • Analyze product usage data to assess customer independence and identify when intervention is needed.
  • Deliver focused, timely, consultative support through WhatsApp, Intercom, and comparable communication tools during the early usage period.
  • Establish and track structured outreach cadences while regularly checking each new customer’s health and experience.
  • Confirm initial adoption outcomes and complete the transition to the Customer Health team.
  • Share recurring post-go-live questions and errors with the Enablement and IS teams.

Requirements

  • Currently pursuing or holding a bachelor’s degree in Business Administration, Financial or Accounting Management, Communications, Public Relations, Information Systems, or a related discipline.
  • A clear, empathetic communicator who is comfortable teaching and providing consultative guidance.
  • Fast, friendly, and focused communication suited to chat and other rapid messaging channels.
  • Strong organizational ability to manage recurring outreach across high-volume customer portfolios.
  • Substantial Customer Success experience in adoption or onboarding, premium customer service, or software training.
  • Ability to interpret usage reports and connect log data with real user behavior.
  • Advanced Excel skills, including SUMIF, VLOOKUP, XLOOKUP, COUNTIF, CONCATENATE, pivot tables, and charts for usage analysis.
  • Experience with multichannel support platforms and CRM systems.
  • Preferred: experience creating Tech-touch or Low-touch adoption journeys for SaaS customers.
  • Preferred: familiarity with technology, ERP platforms, and/or financial systems.
  • Preferred: knowledge of financial and/or tax concepts.

Benefits

  • Amil Dental dental plan
  • Bradesco Saúde health plan
  • Mental health platform
  • Telemedicine platform
  • Prudential life insurance
  • Pharmacy benefit
  • Gym allowance
  • Birthday day off
  • Flexible meal voucher
  • Home office allowance
  • Childcare assistance
  • Transportation voucher and company shuttle
  • Discount platform through Allya, SwileShop, and Dell
  • Educational benefits
  • Travel benefits
  • Pet health plan
  • SESC benefits
  • Profit-sharing program (PPRR)

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