New Client Onboarding Analyst – SaaS

Flash

Analyst for onboarding new clients in a SaaS environment within the HR and finance solutions ecosystem. Focused on training, implementation, and customer success management.

Posted 6/9/2026full-timeRemote • 🇧🇷 BrazilMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Client training and enablement:
Conduct comprehensive training sessions on the platform, ensuring clients understand all features of the contracted product;
Prepare materials, agendas and resources needed for onboarding sessions;
Guide clients on best practices and help them become familiar with the platform’s flows and processes.
Implementation schedule management and execution:
Plan, organize and track each client’s implementation timeline, ensuring deadlines are met;
Serve as the main point of contact between the client, sales and internal teams to ensure the agreed scope is delivered;
Monitor risks, align expectations and ensure all key implementation milestones are achieved.
New client portfolio follow-up (60–90 days):
Manage a portfolio of clients in the initial phase, conducting regular follow-ups and check-in meetings;
Monitor success metrics to ensure engagement, adoption and continued use of the platform;
Identify challenges, direct solutions and ensure the client achieves the expected outcomes during the ramp-up period;
Work to ensure continued usage and prepare a smooth handover to the Customer Success team.

Requirements

What you’ll need

Knowledge of SaaS platforms;
Strong verbal and written communication skills, with the ability to present and lead meetings;
Organized with the ability to manage multiple accounts simultaneously;
Analytical and consultative mindset to understand client needs and make informed decisions;
Proactive, empathetic, and problem-solving oriented;
Curious and willing to learn;
Receptive to feedback.

Benefits

Comp & perks

Flash card (the beloved pink card!) with flexible benefits: meal, grocery, mobility, health, education, culture and wellness
Health insurance
Life insurance
Extended maternity and paternity leave + childcare assistance
Day off on your birthday 🎂
Hybrid and flexible work model + home office allowance + in-office experiences
Exclusive partner discounts via the Flash app
TotalPass
Pet care plan in partnership with Guapeco

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SaaS platforms

Soft Skills

strong verbal communicationstrong written communicationorganizational skillsanalytical mindsetconsultative mindsetproactiveempatheticproblem-solvingcuriousreceptive to feedback