Customer Onboarding Specialist guiding legal professionals in mastering Clio’s suite of products. Building relationships and ensuring successful onboarding experiences.
About the role
- Customer Onboarding Assistant ensuring the successful onboarding of clients for a financial management platform. Collaborating with Customer Success and managing CNPJ registrations.
Responsibilities
- Manage and monitor the credentialing of our clients' acquirers (payment processors)
- Receive tickets from the Customer Success team via the Zendesk platform
- Register new CNPJ on the client's profile within F360 Finanças
- Request information from the client via Zendesk ticket
- Send the agreement form to the client to complete when involving an acquirer
- Monitor the receipt of files from the acquirers in the client's profile
- Proactively contact the acquirer by email in case of delays
- Notify the client upon completion of the process and close the ticket
Requirements
- Currently pursuing a degree in Financial Management, Business Administration, or related fields
- Experience in administrative roles and/or customer service
- Intermediate knowledge of Microsoft Office
- Experience working in a technology or retail company (a plus)
Benefits
- Flexible meal allowance on Flash card
- Internal Training Program
- Partnerships with Educational Institutions
- Health insurance
- Starbem platform offering psychology, nutrition, and various specialties
- Childcare assistance
- Day off on your birthday
- Home office allowance
- Transportation voucher
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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