About Complif
Complif is a SaaS platform that automates compliance processes for financial institutions, with a focus on customer onboarding and anti-money laundering monitoring. Our vision is to become the industry’s leading platform, used by every financial institution across the Americas. We are a fast-growing startup working with financial institutions, currently consolidating our position in our home market and expanding internationally.
More about Complif:
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Growth-stage B2B SaaS company
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Compliance platform for financial institutions
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Y Combinator W22, USD 2.6M Seed round
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130+ customers across the Americas, with a focus on Argentina, Mexico, Brazil and the U.S.
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90+ team members
What we’re looking for
We’re looking for a Customer Success Analyst to act as the account executive for their portfolio, supporting customers throughout their entire lifecycle, starting with platform activation, to maximize the impact and value Complif brings to their organization.
Profile
The ideal Customer Success Analyst at Complif is someone who is:
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A curious generalist, interested in product, business and technology, and in working directly with customers.
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Responsible, committed and proactive, driving fast, tangible impact, with ownership and accountability over their work.
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Adaptable and dynamic, eager to work in an agile, collaborative team of smart people who learn and grow fast.
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Never easily satisfied, always looking to go the extra mile and exceed expectations.
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Able to prioritize well and manage multiple tasks and stakeholders efficiently.
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A systems thinker, who naturally thinks in terms of processes and systems: their components, how they interact and how to optimize them.
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A graduate of a degree with a strong analytical component, such as Business, Industrial Engineering, Economics, Computer Science, Data Science, Actuarial Science or similar.
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Organized and methodical, with excellent written and verbal communication skills and strong English.
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Data-driven, basing decisions on metrics and aligned with the team’s OKRs.
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Product-minded, understanding what Complif is and isn’t, aligned with the company’s vision, and not afraid to communicate it to customers.
Responsibilities
In this role you will:
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Own a portfolio of accounts:
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Understand each customer’s business and processes.
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Manage projects: implement newly purchased modules, configuring and setting up the platform accordingly.
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Train users on the relevant features.
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Track usage and adoption metrics.
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Identify improvement opportunities, pain points and potential new opportunities.
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Product: identify customer needs and propose product improvements that create impact for all our customers.
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Internal process improvement: identify bottlenecks and optimize our internal tools.
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Work with regional accounts and understand regulatory and cultural differences across markets.
Requirements
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Analytical and problem-solving skills | Required
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Strong written and verbal communication skills | Required
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Full-time availability | Required
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Intermediate to advanced English (B2) | Required
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Experience in Customer Success / Customer Experience / Implementation roles | Nice to have
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Previous experience in FinTech, the financial industry or startups | Nice to have
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