VExpenses

Implementation Analyst – Client Onboarding

VExpenses

full-time

Posted on:

Location Type: Remote

Location: Brazil

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About the role

  • Understand our clients' financial processes and their expectations for using our solutions, identifying particularities and improvement opportunities, and handle the initial setup of these clients on our platform;
  • Deliver training to our clients and the employees of the companies who will use our services;
  • Perform continuous follow-ups throughout the onboarding process, engaging clients in platform usage until they achieve success;
  • Manage implementation spreadsheets and corporate client accounts during the pre-maturation stage;
  • Ensure deliverables meet the targets established for the team;
  • Support clients with API integrations with ERPs and/or banking integrations;
  • Map improvement actions and collaborate with other departments (for example, Engineering, Support, and New Business) to deliver the best possible experience for our clients.

Requirements

  • Proven experience implementing new B2B clients within a Customer Success area, preferably with medium or large companies;
  • Availability to work Monday to Friday from 09:00 to 18:00 (with a 1-hour lunch break);
  • Previous experience with Pipedrive and Digisac;
  • Knowledge of integrations (native integrations, APIs, and bank reconciliation);
  • Spanish language skills are a plus;
  • Experience with artificial intelligence applied to financial processes and B2B onboarding is a plus.
Benefits
  • Fully remote position throughout your employment, with a team ready to support you;
  • Health plan with no copayment and national coverage;
  • Flexibility to allocate your benefits to meal allowance and/or food allowance whenever and however you prefer;
  • Access to medicines and health products at discounted prices;
  • All work tools provided (laptop, headset, mouse, etc.);
  • Referral bonus for candidates hired through employee referrals;
  • Access to Wellhub (formerly Gympass) and TotalPass, offering various wellness solutions;
  • A lot of freedom (and support) to be yourself;
  • Close contact with founders and partners;
  • Relaxed and collaborative work environment;
  • Casual dress code on a daily basis;
  • Birthday day off;
  • Extended maternity and paternity leave;
  • Access to a dental plan;
  • Plenty of learning and growth opportunities! 💙
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
API integrationsbank reconciliationB2B onboardingartificial intelligence in financial processesclient onboardingimplementation managementdata analysisprocess improvementtraining deliveryclient engagement
Soft Skills
communicationcollaborationclient relationship managementproblem-solvingorganizational skillsadaptabilityattention to detailtime managementleadershipcustomer success