Junior Customer Success Analyst – Onboarding

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

📋 Description

• Oversee the execution of a high-volume portfolio consisting of multiple companies.

• Organize meetings and maintain follow-ups with HR teams and key decision-makers to ensure alignment on expectations, timelines, and responsibilities.

• Track portfolio activation and ramp-up metrics, taking charge of target achievement and presenting outcomes to leadership.

• Manage assigned cases by overseeing the funnel, prioritizing requests, and monitoring progress and next steps.

• Keep the CRM updated by documenting the history, status, and forecasts for each account.

• Proactively identify signs of delays and churn risk early in the customer journey and execute action plans accordingly.

• Work collaboratively with internal teams to eliminate critical obstacles.

• Facilitate handoffs with the Sales team to ensure a seamless transition to the Account Management team at the conclusion of implementation.

• Serve as the customer advocate in internal discussions and lead initiatives alongside Product, Services, Support, and Sales.

• Suggest and contribute to enhancements in processes throughout the onboarding stages.

⛳️ Requirements

• Customer-centric mindset, with the capability to understand needs, exceed expectations, and ensure customer satisfaction.

• Ability to manage multiple priorities concurrently while ensuring consistent execution.

• Keen attention to detail to guarantee high-quality outputs.

• Exceptional communication skills, with active listening abilities and empathy.

• Adaptability to function in a fast-paced environment.

• Proficient in interpreting metrics and prioritizing actions based on data insights.

• Willingness to travel and engage in in-person activations and events for internal teams and customers, as required.

• Previous experience in implementing or onboarding customers within technology companies (SaaS or fintech) is advantageous.

• Background in the corporate benefits or HR sector is a plus.

• Experience managing a high-volume portfolio is beneficial.

• Familiarity with AI or automation tools in daily operations is a plus.

• Experience with CRM platforms, particularly Salesforce, is preferred.

🏝️ Benefits

• A collaborative and enjoyable work atmosphere.

• Opportunities for continuous learning and development.

• Involvement in in-person activations and events for internal teams and customers, as necessary.