Remotery

Client Onboarding Analyst

Posted Jul 17

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Spearhead the onboarding process for new clients, ensuring a structured implementation and a positive experience from the initial interaction.

• Facilitate kickoff meetings to establish expectations, present the project plan, and clarify objectives.

• Oversee all stages of implementation, guaranteeing that deadlines and deliverables are achieved.

• Provide guidance to clients regarding contracted services, processes, and best practices for effective implementation.

• Serve as a bridge between clients and internal teams, ensuring clear and efficient communication.

• Monitor onboarding progress, identify potential risks, and recommend actions to ensure a seamless transition to the Customer Success team.

• Document information, activities, and next steps in management tools.

• Gather feedback and contribute to the ongoing enhancement of onboarding processes.


⛳️ Requirements

• Proven experience in customer support, implementations, or Customer Success within B2B environments.

• Exceptional verbal and written communication skills, comfortable leading meetings and training sessions.

• Organized and consultative approach with a strong emphasis on customer experience.

• Ability to manage multiple projects and oversee timelines concurrently.

• Proficient in working with processes, checklists, and management tools.


🏝️ Benefits

• Opportunity to work in a dynamic and collaborative environment.

• Professional development and growth opportunities.

• Competitive salary and benefits package.

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