Customer Onboarding Analyst conducting training sessions for clients on the platform functionalities in São Paulo, ensuring understanding and successful implementation of services.
Responsibilities
Customer training and enablement:
Conduct comprehensive training on the platform, ensuring clients understand all features of the contracted product;
Prepare materials, agendas and resources required for onboarding sessions;
Guide clients on best practices and help them become familiar with the platform’s workflows and processes.
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Implementation timeline management and execution:
Plan, organize and monitor the implementation timeline for each client, 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.
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Management of new client portfolio (60–90 days):
Manage the portfolio of clients in the initial phase, performing regular follow-ups and progress meetings;
Monitor success indicators, ensuring engagement, adoption and continued use of the platform;
Identify issues, direct solutions and ensure the client attains the expected results during the ramp-up period;
Work to ensure recurring usage and prepare a smooth transition to the Customer Success team.
Requirements
Previous experience with onboarding, implementation, training or related areas (Customer Success, Farming or commercial/sales).
Benefits
Flash Card (the beloved pink one!) with flexible benefits: meal allowance, grocery allowance, mobility, health, education, culture and wellness
Health plan
Life insurance
Extended maternity and paternity leave + daycare assistance
Birthday day off
Hybrid and flexible work model + home office allowance + in-office experiences
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