Customer Success Consultant – Onboarding

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

📋 Description

• Facilitate group onboarding training sessions for new clients, ensuring successful system adoption.

• Invite and engage clients to take part in training sessions, following up with those who missed them.

• Provide support to clients via WhatsApp and phone calls, adhering to a defined cadence through activation.

• Take ownership of the portfolio’s activation metrics and take necessary actions if performance does not meet expectations.

• Identify obstacles faced by customers and suggest enhancements to onboarding training, materials, and processes based on data analysis.

• Act as a subject-matter expert for Simples Dental, mastering its features and best practices, and assisting the team with inquiries.

• Collaborate with Sales, Support, and Product teams to address challenges at the start of the customer journey.

⛳️ Requirements

• Proven experience in leading customer onboarding, implementation, or training initiatives.

• Proficient in conducting group training sessions.

• Capable of working with customers who may be challenging, pressed for time, or resistant to change.

• Accountable for meeting targets and KPIs while tracking outcomes through data analysis.

• Passionate about teaching and reiterating content for new customers.

• Skilled in managing and organizing multiple WhatsApp conversations concurrently.

• Utilize data to pinpoint customer blockers and recommend process enhancements.

• Share knowledge with colleagues and assist new team members.

• Familiarity with Google Workspace.

• Experience in leading training sessions or presentations for groups.

• Background in working with targets and KPIs.

• Comfortable providing assistance to customers via WhatsApp and phone.

• Experience with a CRM or customer service platform such as Pipedrive or a comparable tool.

• Highly organized and capable of managing your own schedule, training groups, and activities.

• Excellent verbal and written communication skills, with the ability to convey technical topics in a simple manner.

• Self-driven and skilled in problem-solving and suggesting improvements.

🏝️ Benefits

• BRL 1,000 meal and food allowance (VA/VR) | iFood Card – no deductions during vacation.

• BRL 150 home office allowance.

• Wellz – mental health support | psychotherapy at no cost for employees.

• Gympass – physical wellness | gym memberships, extendable to dependents.

• Guapeco – health insurance for your pet.

• Complimentary English classes for employees.

• Unimed health insurance with co-payments.

• Reimbursement for coworking day-pass across all Brazilian states.

• Extended parental leave.

• Baby welcome kit for expectant parents.

• Farmasesi partnership available exclusively in Santa Catarina (SC).

• Sesi Education partnership available exclusively in Santa Catarina (SC).

• Day off for birthdays.

• Laptop and monitor delivered to your home.

• BRL 2,000 voucher for purchasing any additional equipment needed.

• Equal-opportunity employment regardless of gender, age, ethnicity, race, religion, sexual orientation, or other factors.