Faster chat, better deals — Get the App

Customer Success Specialist

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelNo degree limit

Description

Job Summary: You will be responsible for the comprehensive and autonomous management of the credit cycle, acting as a strategic link between the client and partner banking institutions. Key Highlights: 1. Manage the entire credit cycle comprehensively and autonomously 2. Financial analysis and diagnosis of operations 3. Intermediation and negotiation of contractual terms ### **Build Your Professional Future in the Financial Sector** ComparaJá is Portugal's leading platform for comparing financial products. Our mission is to simplify consumers' lives by helping\-them save time and money through an impartial and free decision on the best market offers. With a strong technological foundation and a consultative sales approach, we connect customers' needs with the most competitive solutions (credit, insurance, and energy), ensuring transparency and effectiveness in every financial decision. **Role:** You will be responsible for the comprehensive and autonomous management of the credit cycle. The role requires technical oversight of the process—from financial qualification to formalization of the deed—acting as a strategic link between the client and partner banking institutions. **Responsibilities:** * Financial analysis and diagnosis: Assess the feasibility of the operation; * Intermediation and negotiation of contractual terms with partner banks; * Validate the compliance of all associated documentation; * Fully coordinate the customer journey, ensuring adherence to legal and operational deadlines. **Requirements/Competencies:** * Academic background in Management, Economics, Finance, or other fields relevant to the role; * Prior experience in sales and/or commercial roles; * Ambition and results orientation; * Clear communication and active listening. **What We Offer:** * Career development plan and intensive training; * Compensation package comprising a fixed salary \+ uncapped variable component indexed to the volume of credit formalized; * Meal allowance of €10.20/day; * Health insurance; * Free and unlimited psychological support; * Energetic work environment in a centrally located and well-served office. ### **Want to Join Our Team?** Apply now or send your CV to people.culture@comparaja.pt!

Some content was automatically translated

Posted by

João Santos

Indeed · HR

Location

João Santos

Indeed · HR

Similar jobs

Customer Success Specialist job by Indeed in 2026 | ok.com