
Client Onboarding Assistant – Company Migrations
Contajá Contabilidade Online
full-time
Posted on:
Location Type: Remote
Location: Brazil
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About the role
- Actively participate in collecting and verifying documents from companies migrating from another accountant, via chat and phone calls;
- Handle and resolve client inquiries of lower complexity;
- Verify information provided by clients;
- Communicate with previous accountants to ensure an efficient transition;
- Open tickets for other departments;
- Complete spreadsheets and forms.
Requirements
- Knowledge/experience in company migrations;
- Experience in process management;
- Familiarity with communication tools (Tiflux and Callix) and spreadsheets (Google Sheets);
- Proficiency with Microsoft Office;
- Ability to conduct meetings, trainings and alignment sessions via Google Meet;
- Familiarity with regulatory agency systems (eCAC, Sintegra, municipal portals, DET);
- Ability to complete forms and manage tickets;
- Currently pursuing a degree in Accounting, Business Administration or related fields;
Benefits
- Caju Benefits Card – R$700.00 monthly to use as you wish, not deducted from payroll and maintained during vacation;
- Unimed Health Plan – 100% paid by Contajá, with co-participation only in case of use. For dependents (spouses — heterosexual or same-sex couples — and children) the cost is 100% covered by the employee;
- Birthday Day Off – your day, your way!
- Wellhub (Gympass) – access to gyms and wellness platforms;
- Telepsychology – up to 2 free consultations per month;
- Telenutrition – up to 2 free consultations per month;
- 15% discount on laboratory tests within the Dasa network;
- 30% discount on generic medicines at Pague Menos and 20% on branded medicines;
- Partnership with Estácio – invest in your academic development;
- ImpulsoJá Career Plan – more than a career plan, it’s your springboard to success! Learn how to progress from one level to another, reach targets and achieve your professional goals;
- Gamification – earn virtual coins along your journey and redeem them for prizes such as Kindle, participation in industry events, exclusive gifts and more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
company migrationsprocess managementspreadsheetsMicrosoft Officeticket management
Soft skills
communicationclient inquiry resolutionconducting meetingstrainingalignment sessions