Onboarding Specialist

• Lead, structure and develop the Implementation and Onboarding area, ensuring operational efficiency, process standardization, delivery quality, adherence to schedules, SLAs and scalability of operations.
• Coordinate the full lifecycle of the client implementation team, from kick-off to production go-live, ensuring deadlines, scope and quality of deliveries are met.
• Ensure standardization of onboarding processes, driving continuous improvement and increasing team productivity.
• Monitor and manage operational KPIs for the area, such as SLA, implementation lead time, project volume, success rate, productivity and customer satisfaction.
• Act as the primary escalation point for critical situations, removing impediments and ensuring efficient problem resolution.
• Promote continuous alignment between Product, Development, Support, Sales, PMO and Operations to ensure project flow.
• Monitor risks, dependencies and deviations in implementation projects, proposing preventive and corrective actions.
• Develop methodologies, playbooks, checklists and documentation that support the scalability and governance of the operation.
• Lead, guide and develop the team of Implementation and Onboarding Analysts, promoting ongoing training, performance management and engagement.
• Ensure correct use of internal systems, tracking tools and operational controls.
• Support audit, compliance and governance processes related to implementations and integrations performed.
• Identify opportunities for automation, digitization and innovation in onboarding processes, contributing to operational efficiency gains and improved customer experience.
• Manage team capacity, demand planning and prioritization of implementations according to company strategies.
• Conduct executive follow-up meetings with clients and internal areas, ensuring clear communication, expectation management and a high level of satisfaction.

Implementation Coordinator, Onboarding

• Liderar o ciclo anual de planejamento estratégico (Annual Planning), estruturando o processo ponta a ponta, da definição de prioridades corporativas ao desdobramento de metas por unidade de negócio;
• Orquestrar a integração pós-aquisição (PMI) de forma estruturada e orientada a captura de valor, incluindo definição de sinergias, tracking de iniciativas e governança de execução;
• Atuar como PMO estratégico de iniciativas críticas, garantindo alinhamento entre estratégia e execução em programas transversais;
• Traduzir prioridades estratégicas em planos executáveis, com clareza de dependências, milestones e impactos financeiros e operacionais;
• Construir e manter dashboards executivos de performance, conectando indicadores financeiros, operacionais e de integração;
• Preparar materiais e análises para comitês executivos e fóruns de decisão, suportando discussões de trade-offs, priorização e alocação de capital;
• Garantir a disciplina de execução do portfólio estratégico, assegurando accountability, ritmo de gestão (cadence) e transparência de status;
• Apoiar decisões de crescimento inorgânico e orgânico, conectando estratégia.

Gerente Sênior de Estratégia e Integração, PMI

• Manage Enterprise implementation projects
• Oversee the full onboarding lifecycle for multiple Enterprise accounts simultaneously, from kick-off to final handoff.
• Proactively mitigate risks and anticipate impediments, ensuring deadlines, scope, and critical milestones are met.
• Build and scale the team's playbook by standardizing templates, timelines, and monitoring rituals for the Enterprise segment.
• Provide visibility into project status for internal leadership and client stakeholders through reports and dashboards.
• Conduct in-depth diagnostics at kick-off to understand the client's HR/business context and design customized onboarding plans.
• Serve as the technical and business liaison, translating client needs into platform configuration requirements and aligning with internal teams (Product, Support, Data).
• Map and manage complex, multi-layered stakeholders (from operational HR to C-level executives).
• Plan and deliver tailored training for different user profiles (administrators, managers, and employees).
• Monitor adoption and engagement metrics throughout the journey, acting proactively on accounts showing risk indicators.
• Ensure a smooth transition to the Customer Success team by maintaining detailed records and alignment from the start of the project.
• Amplify operations through AI by using artificial intelligence tools in daily work to optimize communications, summarize rituals, create materials, and scale support capacity.
• Feed the continuous improvement cycle by turning project learnings into product, process, and playbook enhancements.

Senior Customer Success Analyst – Enterprise Onboarding

• Assist in managing onboarding projects, contributing to successful outcomes and accelerating Time to Value for clients.
• Participate in developing materials and processes that enhance the customer experience during onboarding.
• Document client interactions and support the transition to the Customer Success Team after the onboarding phase.

Customer Onboarding Intern

• Assist with the implementation of Planning and Replenishment solution projects
• Participate in process mapping meetings
• Configure tools for the Supply Business Unit (BU)
• Collect, organize, validate, and analyze client data
• Create technical documentation, draft meeting minutes, and produce reports
• Participate in and deliver client training sessions

Customer Onboarding Consultant – Junior

• Assist in the implementation of Planning and Replenishment solution projects;
• Participate in process mapping meetings;
• Configure tools used by the Supply business unit;
• Collect, organize, validate, and analyze client data;
• Create technical documentation, prepare meeting minutes, and produce reports;
• Participate in and deliver client training sessions.

Onboarding Specialist jobs in Brazil

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Implementation Coordinator, Onboarding

Gerente Sênior de Estratégia e Integração, PMI

Senior Customer Success Analyst – Enterprise Onboarding

Customer Onboarding Intern

Customer Onboarding Consultant – Junior

Junior Customer Onboarding Consultant