Junior CS Implementation Analyst – Omie ERP

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

📋 Description

• Conduct 4 to 5 online training sessions daily for clients with varied profiles, ensuring the onboarding of 15–20 clients each month.

• Oversee the organized onboarding process for new clients, starting from the initial assessment to system activation.

• Map out client processes to ensure they align with ERP systems and management best practices.

• Offer guidance and consultative support for the initial parameterization and configuration of the platform.

• Perform regular follow-ups to maintain client engagement.

• Create and provide training tailored for different user profiles, ensuring clarity, effective instruction, and user independence in utilizing the platform’s features.

• Develop and monitor implementation schedules, conducting training sessions and alignment meetings with clients.

• Identify risks, bottlenecks, and dependencies, suggesting course corrections and practical solutions to keep the project on track.

• Document all stages, decisions, progress, and next steps in the CRM to ensure traceability and quality of delivery.

• Track activation, engagement, and customer success metrics, taking data-driven actions to guarantee customers realize their initial value.

• Collaborate closely with the Sales, Product, Support, and Customer Success teams to ensure seamless handoffs and continuity throughout the customer journey.

• Collect structured feedback regarding the customer experience and contribute to ongoing improvements in implementation processes.

⛳️ Requirements

• Bachelor's degree completed or in progress, preferably in Business Administration, Accounting, Economics, or Information Technology-related fields.

• Basic understanding of administrative and financial processes, including accounts payable/receivable, billing, and cash flow.

• Experience in Customer Success implementing complex B2B software, ideally ERP, POS, or similar systems.

• Ability to provide training and communicate clearly and effectively with users across various levels of maturity.

• Experience managing a customer portfolio, keeping the CRM updated, recording feedback, and scheduling subsequent training sessions.

• Capability to manage projects with defined timelines, regular follow-ups, and scope control.

• Analytical mindset with the ability to interpret implementation metrics and KPIs.

• Strong organizational skills, discipline, and capability to maintain structured documentation.

• Proactive, collaborative, and results-oriented attitude.

• Familiarity with ERP fundamentals and its main modules.

• Basic knowledge of Brazilian tax legislation, including taxes, fiscal documents, and primary and ancillary tax obligations.

• Previous experience in consulting or a consultative technology role.

• Basic understanding of tax operations and accounting routines.

• Experience in the SaaS market, particularly with ERP systems.

• Background in implementing solutions for enterprise accounts or highly complex projects.

• Knowledge of agile methodologies and project management tools.

• Fluency in English and/or Spanish for delivering training and providing customer support.

• Certifications related to Customer Success, Project Management, or ERP.

• Familiarity with CRM tools.

• High energy and proactive demeanor.

• Clear, objective, and effective communication skills.

• Ability to build and maintain trust-based relationships with customers.

• Excellence in expectation management and handling challenging conversations.

• Emotional intelligence and empathy while interacting with various customer profiles and journey stages.

• Exceptional organizational skills, attention to detail, and ability to prioritize multiple demands.

• Logical reasoning and a data-driven approach.

• Ease in facilitating follow-up rituals and structured meetings.

• Ability to work under pressure while maintaining quality and clarity in deliverables.

• Proactive and motivated to solve problems.

• Consultative mindset and willingness to guide customers in ERP best practices.

• Experience working with targets and OKRs.

• Affinity for structured routines.

🏝️ Benefits

• Dental Plan | Amil Dental

• Health Plan | Bradesco Saúde

• Mental Health Platform

• Telemedicine Platform

• Life Insurance | Prudential

• Pharmacy Benefit

• Gym Allowance

• Birthday Day Off

• Flexible Meal Voucher

• Home Office Allowance

• Childcare Assistance

• Transportation Voucher and Company Shuttle

• Discount Platform (Allya, SwileShop, and Dell)

• Educational Benefits

• Travel Benefits

• Pet Health Plan

• SESC Benefits

• Profit-Sharing and Results Program (PPRR)