Analista Contábil at Coplan managing tax calculations and financial reporting for clients. Collaborate with internal teams to ensure compliance and provide strategic financial insights.
LC
Hybrid Onboarding Analyst (Mid-level)
Posted 2 hours ago
About the role
- Analyst for onboarding clients in a startup transforming fuel management efficiency. Responsible for customer success and onboarding processes.
Responsibilities
- Lead kick-off and discovery meetings with new clients to understand their objectives and needs.
- Create and manage communication groups (WhatsApp Business) as the official channel during activation.
- Present customized action plans and follow up with clients in periodic meetings (minimum of 3 per client).
- Configure and enable clients on the platform, demonstrating essential features and best practices.
- Customize deployment flows according to client size, revenue and profile.
- Monitor onboarding KPIs such as time-to-activation, feature adoption and initial satisfaction.
- Formally close onboarding with a final report and transition the client to the ongoing Customer Success team.
- Identify upsell and cross-sell opportunities during activation.
- Collaborate with Sales, Support and Customer Success teams to ensure a smooth transition and an uninterrupted customer experience.
Requirements
- Previous experience in onboarding, customer implementation or Customer Success, preferably in SaaS or technology companies.
- Experience in active post-sales engagement, including client follow-up and solution presentations.
- Familiarity with metrics such as NPS, CSAT and time-to-activation.
- Comfortable using CRM tools (e.g., Piperun), video conferencing (Teams, Meet) and WhatsApp Business.
- Bachelor’s degree completed or in progress in Business Administration, Marketing, Journalism/Communications, Commercial Management, International Relations or related fields.
- Desirable: courses or certifications in Customer Success (CSM/CSPO), Customer Experience (CX), Consultative Selling or Project Management (Scrum, Kanban, basic PMP).
Benefits
- Health insurance
- Dental insurance
- Meal allowance
- Wellhub (Gympass)
- Psicologia Viva (online therapy)
- R$100 birthday bonus + snack
- Birthday day off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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