Junior Onboarding Analyst

Aurum Software

Onboarding Analyst generating value during client onboarding for Astrea software. Strategic webinars and consultations to ensure successful implementation in client routines.

Posted 6/12/2026full-timeRemote • 🇧🇷 BrazilJuniorWebsite

About the role

Key responsibilities & impact

Generate value for clients during the Onboarding phase by ensuring they can implement Astrea into their routines, facilitating law firm management.
Conduct consultations and webinars strategically, ensuring a valuable experience and supporting clients in the best use of the platform.
Manage absences and rescheduling (no-shows), performing follow-up actions to maximize the uptake of support opportunities.
Organize and prioritize daily work, balancing support activities, client follow-ups, and operational tasks.
Drive engagement across the client portfolio, monitor the customer journey, identify opportunities for evolution and anticipate potential bottlenecks.
Act in at-risk cancellation situations, applying pre-retention strategies to increase perceived value and reduce early churn.
Contribute to achieving team objectives and KRs, supporting platform adoption, customer success, and business results.
Identify opportunities for improvement and value generation, using insights from interactions to support the evolution of the customer experience.
Monitor portfolio metrics and results, contributing to data-driven decision-making and the continuous improvement of the operation.

Requirements

What you’ll need

Experience in Customer Service, Customer Success, Onboarding, Client Relations, or Support.
Experience in SaaS (Software as a Service) companies.
Basic knowledge of Customer Success and the customer journey.
Familiarity with Google Workspace tools (Docs, Sheets, Slides, and Meet).
Ability to quickly learn new technologies and systems.
Organized with good time management to handle multiple demands.
Empathy and the ability to understand clients' needs.
Strong communication skills and the ability to build trusting relationships.
Collaborative mindset, focused on helping customers and colleagues achieve results.
Ability to handle challenging situations and mediate interests between the client and the company.
Experience facilitating training and enabling large audiences.
Nice to have: Experience in law firms or legal workflows; experience with Customer Success tools (Sensedata, CustomerX and similar); project management experience; knowledge of the OKR methodology; experience in CS Onboarding; experience with Notion.

Benefits

Comp & perks

Meal/Food Allowance: R$ 1,300 monthly on a flexible benefits card, with no payroll deduction.
Home Office Allowance: R$ 135.00 monthly, with no payroll deduction.
Health Plan: Bradesco (national coverage).
Dental Plan: SulAmérica.
Life Insurance.
Extended parental leave: we participate in the Empresa Cidadã program and offer leaves that support different family formats — including adoption, same-sex couples, and single-parent families.
Childcare Assistance: for children up to 5 years old.
Gympass/Wellhub: wellness platform focused on physical activity and holistic health. Provides access to thousands of gyms, studios, live classes and wellness apps for a single monthly fee.
Conexa Saúde: digital health platform with multiple specialties. Employees have access to 2 free psychological consultations and 2 free nutritional consultations per month.
Guapeco: pet health plan with simple enrollment, national coverage and reimbursements of up to 100%.
Language school partnerships: discounts for English and Spanish with OpenEnglish, Fluentia and Instituto Cervantes, available online and in-person.
Profit Sharing (PLR): if the team meets the annual target, everyone receives a profit-sharing bonus.
Relax Week: we do not work on weekdays between Christmas and New Year so people can rest and enjoy the end of the year.
Workstation Allowance: in addition to lending a laptop, we provide a R$ 2,400 allowance to set up a comfortable home workspace.
Birthday Day Off: during your birthday month you receive a full day off to rest and enjoy.
And much more! With a feedback-driven culture, development guilds, an Individual Development Plan (IDP) included in onboarding, Aurum Talks, regular all-company meetings, OKR transparency, celebratory events, performance evaluations, development programs and other processes that help our Aurum team members grow.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Customer ServiceCustomer SuccessOnboardingClient RelationsSaaSCustomer Success toolsProject ManagementOKR methodologyFacilitating trainingData-driven decision-making

Soft Skills

EmpathyStrong communicationOrganizational skillsTime managementCollaborative mindsetAbility to handle challenging situationsBuilding trusting relationshipsUnderstanding clients' needsPrioritizationProblem-solving