# Job Description Template, Free to Fill Source: https://nerix.ai/templates/job-description Describe a role so the right people apply: purpose, duties, requirements, pay and how to apply. Before you send it Some countries require a pay range in a job advert, limit what you may ask for (such as age, photos or family plans) and require that you do not discriminate. Check the hiring rules where the job is based, and keep the requirements to what the job really needs. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/job-description) ### Customer Success Manager **Company:** Brightwater Analytics **Team:** Customer Success **Reports to:** Head of Customer Success **Type of employment:** Type of employment **Location:** Lisbon, Portugal, with two office days a week; remote work from Portugal is possible **Pay:** EUR 42,000 to EUR 52,000 a year, before tax **Planned start:** 1 March 2027 ## About Brightwater Analytics Brightwater Analytics helps retailers understand their sales. We are a team of 40 people in three countries, and we work with clients in 12 markets. A customer success team of 6 people, working with the sales and product teams We want the people who join us to do well, and we want to hire the person who can best do this job, whatever their background. This description says what the job is, what we will ask of the person who does it, and what they can expect from us in return. ## Purpose of the role You will be the main contact for around 30 client accounts, make sure they get value from our product, and help them renew and grow. The person in this role is expected to work with others in the company and to use their own judgement. They will be given clear goals, and they will be trusted to decide how to reach them. The role matters because the people who depend on this work, whether they are customers, colleagues or partners, need it to be done well and on time. When the role is done well, the rest of the team can work with more confidence, and the company can plan with more certainty. ## Key responsibilities The main duties of the role are listed below, with the most important first. Other duties of a similar level may be added from time to time, and the list will be reviewed with the person in the job at least once a year. Some of these duties will take more time than others, and the balance may change through the year. We will say so when it does, and we will make sure the workload stays reasonable. Run onboarding for new clients Hold a review with each client every quarter Spot problems early and work with the product team to fix them Keep the client records up to date ## How success is measured In the first months we will agree on goals for the role together. After that, we will look at the results with the person in the job at regular meetings, and we will talk about what is going well and what needs support. Success in this role is judged on results and on how they are achieved. We look at how the person works with others, how they handle difficulty and whether they learn from mistakes, as well as at the numbers. Renewal rate of client accounts Client satisfaction score Time to answer client requests Number of clients that grow their use of the product ## Skills and experience **Required.** To do this job well from the start, you need: 3 or more years in a client-facing role Clear writing and speaking in English and Portuguese Comfortable with spreadsheets and a CRM A degree in business or a related subject, or equal experience **Preferred.** The following will help, but they are not required, and we encourage you to apply if you have most of what is in the first list but not all of what is in the second: Experience with analytics software A third language ## Working conditions **Type of employment:** Type of employment **Place of work:** Lisbon, Portugal, with two office days a week; remote work from Portugal is possible **Hours:** 40 hours a week, Monday to Friday, with flexible start times between 8:00 and 10:00 **Travel:** Occasional travel to client sites, about 4 trips a year, up to 3 days each Any change in these conditions will be discussed with the person in the job. The final terms of employment will be in the written contract, which follows the law of the country where the job is based. We start with a period in which both sides can see whether the job suits them, where the law and the contract provide for one, and we agree on a plan for the first weeks so that the new colleague knows what is expected and who to ask for help. ## Pay and benefits **Pay:** EUR 42,000 to EUR 52,000 a year, before tax We pay according to the skills and experience that the person brings to the job, and we pay the same for the same work. Pay is reviewed at least once a year, and it is explained to the person in the job so that they understand how it is decided. **What we offer:** 25 days of paid holiday A learning budget of EUR 1,000 a year Health insurance Paid training each year, a mentor in the first six months, and a path to senior or team lead roles ## Equal opportunity Brightwater Analytics welcomes applications from everyone who can do the job, whatever their background. We decide on the basis of skills, experience and potential, and we do not treat anyone less favourably because of their sex, age, race, colour, nationality, religion or belief, disability, sexual orientation, family situation, health or any other characteristic that the law where the job is based protects. If you need any adjustment to apply or to work here, tell us and we will do what we reasonably can. ## How to apply Send your CV and a short note about why you want the job to [jobs@brightwater.example](mailto:jobs@brightwater.example) **Closing date:** 15 January 2027 A 30 minute call, a 60 minute interview with the team, a short practical task, and a final conversation with the Head of Customer Success Questions about the role can be sent to Ana Ferreira, Talent Partner, at [talent@brightwater.example](mailto:talent@brightwater.example) We read every application and we try to reply to everyone. Please tell us in your application why this job interests you and which parts of your experience fit it best. We keep your details only for this recruitment, and we will not share them without telling you. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. People and HR ## What this template is for A clear job description for a job advert or an HR file: the role, duties, requirements, pay, benefits and how to apply. Fill it in online, then Word or PDF. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all People and HR templates](https://nerix.ai/templates/people-hr) People and HR ## What you fill in The form asks for 24 details. The document fills itself in as you type. - ### Company name For example: Brightwater Analytics - ### About the company Two or three sentences on what the company does and who it serves. For example: Brightwater Analytics helps retailers understand their sales. We are a team of 40 people in three countries, and we work with clients in 12 markets. - ### Size of the team (optional) optional For example: A customer success team of 6 people, working with the sales and product teams - ### Job title For example: Customer Success Manager - ### Team or department (optional) optional For example: Customer Success - ### Reports to (optional) optional For example: Head of Customer Success - ### Type of employment - ### Where the work is done The place, and whether the job is on site, hybrid or remote. For example: Lisbon, Portugal, with two office days a week; remote work from Portugal is possible - ### Working hours (optional) optional For example: 40 hours a week, Monday to Friday, with flexible start times between 8:00 and 10:00 - ### Travel (optional) optional For example: Occasional travel to client sites, about 4 trips a year, up to 3 days each - ### Purpose of the role Why the job exists, in two or three sentences. For example: You will be the main contact for around 30 client accounts, make sure they get value from our product, and help them renew and grow. - ### Main responsibilities One duty per line, most important first. For example: Run onboarding for new clients Hold a review with each client every quarter Spot problems early and work with the product team to fix them Keep the client records up to date - ### How success is measured (optional) optional One measure per line. For example: Renewal rate of client accounts Client satisfaction score Time to answer client requests Number of clients that grow their use of the product - ### What you need (requirements) One item per line. Keep to what the job really needs. For example: 3 or more years in a client-facing role Clear writing and speaking in English and Portuguese Comfortable with spreadsheets and a CRM - ### Education and training (optional) optional Say if equal experience is accepted. For example: A degree in business or a related subject, or equal experience - ### Nice to have (optional) optional One item per line. For example: Experience with analytics software A third language - ### Pay or pay range (optional) optional Say whether it is gross, and per year, month or hour. Required in some places. For example: EUR 42,000 to EUR 52,000 a year, before tax - ### Benefits (optional) optional One benefit per line. For example: 25 days of paid holiday A learning budget of EUR 1,000 a year Health insurance - ### Training and career path (optional) optional For example: Paid training each year, a mentor in the first six months, and a path to senior or team lead roles - ### Planned start date (optional) optional For example: 1 March 2027 - ### How to apply For example: Send your CV and a short note about why you want the job to jobs@brightwater.example - ### Closing date (optional) optional For example: 15 January 2027 - ### Steps in the hiring process (optional) optional Tell people what to expect and how long it takes. For example: A 30 minute call, a 60 minute interview with the team, a short practical task, and a final conversation with the Head of Customer Success - ### Questions about the role (optional) optional For example: Questions about the role can be sent to Ana Ferreira, Talent Partner, at talent@brightwater.example People and HR ## What is inside The parts of this document, in order. - 1 About Company name - 2 Purpose of the role - 3 Key responsibilities - 4 How success is measured - 5 Skills and experience - 6 Working conditions - 7 Pay and benefits - 8 Equal opportunity - 9 How to apply Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=job-description) ### Was this template helpful? People and HR ## Questions people ask ### What details does this template ask for? The form asks for 24 details, starting with Company name, About the company, Job title, Type of employment, Where the work is done. 15 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### What should I check before I use this template? Some countries require a pay range in a job advert, limit what you may ask for (such as age, photos or family plans) and require that you do not discriminate. Check the hiring rules where the job is based, and keep the requirements to what the job really needs. ### Are these HR templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do the HR templates follow my country's employment law? They assume no country's law. Employment rules differ a lot, so each template says where to check local requirements before you use it. ### Can a small team use them too? Yes. They work for a team of two or a company of two thousand, and you can cut any section you do not need in the Word version. 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People and HR](https://nerix.ai/templates/employee-exit-checklist) [See all People and HR templates](https://nerix.ai/templates/people-hr) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [People and HR](https://nerix.ai/product/people) - [E-signatures](https://nerix.ai/product/e-signatures) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [People and HR](https://nerix.ai/templates/people-hr) ## Keep reading - People and evaluations hiring [People and evaluations](https://nerix.ai/blog/category/people-and-evaluations) November 1, 2026 6 min read ### [Do you need an applicant tracking system? Options for small teams](https://nerix.ai/blog/applicant-tracking-system-for-small-business) Applicant tracking system for small business: when a spreadsheet is enough, what free plans really give you, and a hiring process that stays fair and tidy. Read the guide