Customer Success Associate Lisboa

Job Summary

We’re expanding our European Client Success team, helping businesses stay compliant with VAT and indirect taxes worldwide. You’ll be the client’s first point of contact –
- boarding, supporting, and guiding them through their compliance journey.

You don’t need to be a tax expert, but industry exposure helps – just confident in communication,
- focused, and ready to learn.

What You’ll Do

• Build strong client relationships and ensure satisfaction.
• Help clients understand timelines, documentation, and submission processes.
• Collaborate with internal VAT specialists to resolve queries.
• Track account health and identify improvement opportunities.

Key Responsibilities

Client Relationship & Success

• Serve as the primary point of contact for assigned clients, maintaining regular communication and ensuring high satisfaction.
• Guide new clients through onboarding, account setup, and initial service delivery.
• Understand client goals and challenges, ensuring the company’s solutions deliver measurable value.
• Track client health metrics (engagement, renewals, satisfaction) and proactively address issues.

Operational Coordination

• Liaise between clients and internal teams to ensure timely and accurate submissions.
• Monitor service performance against SLAs and deadlines.
• Manage incoming queries, escalating technical or
  - specific matters to senior experts, and ensuring prompt resolution.
• Maintain accurate client documentation and status updates in internal systems.

Process & Continuous Improvement

• Identify recurring client issues and collaborate with internal teams to improve processes.
• Contribute to the development of FAQs, support materials, and process documentation.
• Provide feedback from clients to product and service development teams.

Candidate Profile

• 2+ years experience in Customer Success, Account Management, Client Services, or B2B Support — ideally in a professional services, Saa
  S, or financial operations environment.
• Excellent English communication (written and spoken, minimum C1 level).
• Strong interpersonal skills: empathetic, patient, and able to build trust quickly.
• Well-organized,
  - driven, and comfortable managing multiple client accounts.
• Proficiency with digital tools (CRM, ticketing platforms, MS Teams, or similar).
• Awareness of VAT, indirect tax, or international compliance processes.
• Experience working with multinational clients or in
  - service / outsourcing environments.
• Additional European language (Spanish, Portuguese, French, Dutch) advantageous.
• Previous exposure to financial tech, Saa
  S, or compliance automation platforms.

We Offer

• Competitive salary + performance bonus.
• Remote-first flexibility within Portugal or Spain.
• Full training in EU indirect taxes and compliance tech.
• A friendly, multilingual team working across Europe.

Location

Based in Portugal (Lisbon or Porto) or Spain (Madrid, Barcelona). Hybrid and remote work options available within the respective country.