Customer Success Implementation

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

📋 Description

• Lead the onboarding process for new clients at Secretar.AI.

• Collect initial information regarding the clinic, team, schedule, services, commercial practices, and existing systems.

• Manage data migrations from platforms like Clinicorp, Simple Dental, Follow, and others.

• Organize files, spreadsheets, documents, and data provided by clients.

• Assist clients during their initial usage of the platform.

• Configure accounts, environments, integrations, and workflows within the platform.

• Offer technical support for the onboarding of new clients.

• Identify client issues, test solutions, and document any problems encountered.

• Develop support content, tutorials, onboarding resources, and knowledge base articles.

• Utilize AI tools, such as Claude Code or Codex, to enhance testing, documentation, and process optimization.

• Collaborate with product, support, and operations teams to convert genuine client needs into effective solutions.

⛳️ Requirements

• Experience in customer service, support, implementation, onboarding, Customer Success, or operations.

• Proficiency with spreadsheets, digital tools, and data management.

• Excellent writing skills for documenting processes, issues, and client instructions.

• Ability to quickly learn new platforms.

• Capability to work independently and effectively prioritize tasks.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and growth.

• Flexible working hours and a supportive work environment.

• Access to cutting-edge tools and technologies.