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Lucas User

@lucasuser26

Customer Success consultant at L. Benke Especialista em proteção patrimonial who onboarded 5 strategic B2B accounts in one month.

Brazil

Message

What I'm looking for

I'm looking for Customer Success or Account Management roles at B2B SaaS or financial services companies, on-site, hybrid or remote.

At L. Benke Especialista em proteção patrimonial, I built the customer journey from onboarding to renewal, including a retention plan and proactive outreach to at-risk accounts. I acquired and onboarded 5 strategic B2B accounts in my first month.

At PagBank, I managed onboarding and adoption for corporate accounts with annual revenues from R$100K to R$500M. I reached 120%–150% of targets and onboarded roughly 2 corporate clients per day.

At Safe Investimentos, I grew AUM to R$30M in 6 months while maintaining near-0% churn. Earlier, I delivered weekly product training that contributed to nearly 100% AUM growth for the office; at Messem Investimentos, I advised international clients and exceeded targets by 100%–120%.

Experience

Work history, roles, and key accomplishments

Current

Owner - Customer Success & Account Management Consultant

Current

L. Benke Especialista em proteção patrimonial

Jun 2025 - Present (1 year 5 months)

Context: Own wealth-protection consultancy serving B2B and B2C clients.

Action: Built the end-to-end customer journey from onboarding to renewal, including a retention plan and proactive outreach to at-risk accounts.

Result: Acquired and onboarded 5 strategic B2B accounts in the first month.

B2B Relationship Executive / Account Manager

PagBank

Oct 2024 - Apr 2025 (6 months)

Context: Corporate account portfolio with annual revenues from R$100K to R$500M.

Action: Managed onboarding and adoption, prioritizing fast activation and base retention.

Result: Achieved 120%–150% of targets and onboarded roughly 2 corporate clients per day.

Investment Advisor / Account Manager

Safe Investimentos

Feb 2024 - Jul 2024 (5 months)

Context: B2B and B2C portfolio with local and international (US) clients.

Action: Led executive meetings and portfolio health-score reviews to flag risk and expansion opportunities.

Result: Grew AUM to R$30M in 6 months with near-0% churn.

Daily Banker / Customer Success & Operations

Safe Investimentos

Jul 2023 - Feb 2024 (7 months)

Context: Technical and advisory support to advisors and clients on risk analysis, suitability and asset allocation.

Action: Designed and delivered weekly product training and resolved complex operational requests to prevent client loss.

Result: Directly contributed to nearly 100% AUM growth for the office over the period.

Equity Specialist / Customer Success Manager

Messem Investimentos

Jun 2022 - Jun 2023 (1 year)

Context: High-net-worth portfolio of R$8M+ in assets, served across multiple channels.

Action: Advised clients in the US, Europe and Asia and logged cross-sell opportunities in the CRM.

Result: Exceeded targets by 100%–120% and retained international clients.