Junior Customer Success Analyst – Onboarding

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

📋 Description

• Oversee the onboarding procedure for tax and accounting clients, guaranteeing a systematic implementation achieved within set timelines.

• Facilitate kick-off meetings to synchronize processes, schedules, and responsibilities with clients.

• Analyze clients' tax and accounting workflows to ensure appropriate system setup and operational integration.

• Supervise the gathering, examination, and verification of documents and information necessary to initiate operations.

• Ensure precise customer registration and tax setup in the systems utilized by the operation.

• Act as the main contact point throughout the implementation phase, ensuring effective communication and ongoing alignment with clients and internal teams.

• Track onboarding, quality, and SLA compliance metrics during the client onboarding process.

• Recognize risks, discrepancies, and opportunities for enhancing implementation processes and suggest corrective measures.

• Assist in client training and provide guidance on operational workflows, document submission, and tax and accounting practices.

⛳️ Requirements

• Bachelor's degree in Accounting.

• Proficiency in Excel at an intermediate level.

• Familiarity with the Microsoft Office suite.

• Demonstrated experience in the field.

• Exceptional interpersonal abilities.

• Strong communication skills and the capability to collaborate within a team.

• Comfortable utilizing technology from a user perspective.

🏝️ Benefits

• Meal allowance.

• Culture voucher.

• Home office allowance.

• Mobility/transport assistance for in-person meetings.

• WellHub.

• Conexa Saúde.

• Psicologia Viva.

• Health insurance.

• Dental insurance.

• Day off for birthdays.

• Partnerships with educational institutions.

• Life insurance.