Portfolio Success Specialist

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 engagement continuity.for all assigned accounts

Maintain accurate data in systems.that assist in resolving standard client inquiries

Who You Are:

Customer-focused mindset with strong problem-solving skills and sound judgment in handling standard client needs while knowing when to escalate.

Familiarity with CRM systems, customer success tools, or account management platforms.

Ability to handle more complex hub offerings, and complete BAE certification or product-specialized training preferred (SA or SSA certification a plus); industry or product-specific knowledge a plus.

What You've Accomplished:

Bachelor’s degree in business, IT or equivalent relevant experience.preffered. Relevant experience in the vertical accepted as well

Experience in customer success, customer support, account coordination, sales, or a related client-facing role preferred.

Demonstrated ability to build relationships and communicate effectively with internal and external stakeholders.

Strong organizational skills with the ability to manage recurring activities, follow structured processes, and maintain attention to detail across multiple accounts.

Ability to interpret customer data, usage trends, and account signals to identify risks, opportunities, and recommended next steps.

Pega Offers You:

Additional Information

Base salary range for this role is BRL annually. This role may also be eligible for annual bonus OR commission, as well as benefits and other incentives.

The final compensation will be determined during the offer process based on the candidate's education, experience, skills, and qualifications, as well as market conditions and may vary from the posted range. We will share an information on benefits, bonus/commission, and other pay components for this role at the relevant recruitment stage.

AI in Action – Responsible Use of AI in Recruitment

Pega embraces the responsible use of artificial intelligence (AI) to improve efficiency, consistency, and fairness across our business. We encourage thoughtful and ethical adoption of AI technologies that support people - not replace them. We may use AI‑enabled tools in our recruitment process. These tools are designed to assist us by providing insights and operational support.

All hiring decisions are made based on human review and judgment. You may have the right to request human review, provide additional information, or raise questions about how such tools are used.

Culture

At Pegasystems, we foster an environment where people feel valued and empowered to contribute their best. With global clients across industries and regions, we know our success depends on the unique perspectives, experiences, and talents of our people. Ours is a workplace where everyone can grow, collaborate, and deliver meaningful outcomes.

We encourage candidates from all backgrounds and experiences and focus on the core competencies and mindset needed to thrive in a role.

Export Compliance

For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.

Accommodations

If you require reasonable accommodations under the Americans with Disabilities Act (US only) or comparable regional regulations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us here or contact (US only) 1-888-PEGA-NOW and/or 225 Wyman Street Waltham, MA 02451 ATTN: Benefits.