Portfolio Success Specialist

Pegasystems

Full-time Financial Specialists
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Location
São Paulo, State of São Paulo, Brazil
Posted
July 26, 2026

Job Description

Meet Our Team:

The Junior Portfolio Success Manager supports a programmatic, scalable client success model designed to drive adoption, engagement, and value realization across a defined portfolio of accounts

Picture Yourself at Pega:


This role combines structured client engagement, execution of standardized success plays, operational discipline, and partnership with sales and senior Portfolio Success Managers to help clients progress through key lifecycle activities.

What You'll Do at Pega:


  • Serve as a named point of contact for assigned accounts.
  • Build and maintain stakeholder relationships.while assisting in executing a structured outreach cadence.
  • Execute lifecycle-based success plays and journeys.
  • Deliver onboarding and adoption initiatives.
  • Monitor health scores and usage signals.
  • Identify and escalate risks.as needed
  • Support renewal preparation and en...