Customer Onboarding Analyst, Mid-level
F360
full-time
Posted on:
Location Type: Hybrid
Location: São Paulo • Brazil
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About the role
- Support our clients throughout the entire implementation period, presenting each phase, training them on the use of our products, guiding them through meetings and continuous follow-ups, and acting as their internal point of contact.
- Analyze clients' specific needs and assist with system configurations to help them get the most out of the platform.
- Monitor performance indicators and use them to better manage your client portfolio.
- Analyze metrics and act proactively to maintain engagement, reduce potential friction, and ensure successful client implementation.
- Execute implementations, potentially working with specific segments such as critical, strategic, or high-frequency clients.
- Collect and organize client suggestions for product improvements and complaints, and discuss them with the technical team when necessary.
Requirements
- Bachelor's degree in Business Administration, Communications, or a related field.
- Experience in system implementations and/or training.
- Knowledge of Customer Onboarding methodology.
- Experience working in tech startups.
- Direct experience implementing financial management systems.
Benefits
- Flexible meal allowance on a Flash card
- Commuting allowance (transportation voucher) or mobility allowance
- Health insurance
- Starbem
- TotalPass
- Partnership with SESC
- Childcare assistance
- Day off on your birthday
- Internal training program
- Partnerships with educational institutions
- Home office allowance
- Hybrid work model
- Collaborative and relaxed work environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
system implementationsfinancial management systemsCustomer Onboarding methodology
Soft Skills
client supporttrainingcommunicationanalysisproactive engagement