Onboarding Analyst – Client Engagement, Accounting

Contajá Contabilidade Online

Onboarding Analyst ensuring client engagement in financial services through training and support. Collaborating with teams to meet client needs efficiently and effectively.

Posted 5/29/2026full-timeRemote • 🇧🇷 BrazilMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Conduct trainings on taxation, tax regimes and fiscal obligations;
Advise clients on issuing service and/or product invoices;
Explain how the Contajá platform works;
Ensure the client begins operations with confidence and clarity about their tax processes;
Identify recurring difficulties and propose improvements to training processes;
Ensure a positive and welcoming experience at the start of the client journey.

Requirements

What you’ll need

Knowledge of customer retention strategies;
Intermediate skills in data analysis and reporting;
Experience with communication tools and CRM systems;
Knowledge of tax planning, payroll and accounting;
Knowledge of company formation, amendment and dissolution processes;
Basic skills in CS and/or CX;
Intermediate proficiency in Microsoft Office Suite;
Bachelor's degree in progress in Accounting, Business Administration or related fields.

Benefits

Comp & perks

Caju Benefits Card – R$700.00 monthly to use as you prefer;
Unimed Health Plan – 100% paid by Contajá, with co-pay only upon usage;
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 at the Dasa network;
30% discount on generic medicines at Pague Menos and 20% on brand-name medications;
Partnership with Estácio – invest in your academic development;
ImpulsoJá Career Plan – more than a career plan, it’s your springboard to success! Discover how to progress between levels, reach goals and achieve your professional objectives;
Gamification – earn virtual coins throughout your journey and redeem them for rewards such as a Kindle, participation in industry events, exclusive swag and more.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisreportingtax planningpayrollaccountingcompany formationamendment processesdissolution processesMicrosoft Office Suite

Soft Skills

customer retention strategiescommunicationclient advisingtrainingproblem-solvinginterpersonal skillsorganizational skillspositive experience facilitation