Junior Implementation Analyst, Planning

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

📋 Description

• Establish initial contact with newly onboarded customers to ensure their first training session is arranged.

• Organize onboarding meetings, ensuring both accuracy and a positive experience for customers.

• Confirm customer data and information prior to training sessions.

• Distribute welcome messages and provide initial guidance.

• Follow up with customers who have not yet logged in for the first time or missed their scheduled session.

• Provide assistance to customers and internal teams through WhatsApp, Intercom, Slack, and email.

• Collaborate with the Implementation team, offering operational support for administrative tasks.

• Carry out back-office administrative duties, including supporting weekly billing, creating opportunities, and documenting purchases of additional consulting hours.

• Aid in updating and gathering operational data for team capacity and volume reports.

• Maintain up-to-date information in internal systems and tools.

• Oversee consultants’ calendars, send initial communications, and conduct back-office procedures; this position does not entail delivering technical training or conducting customer setup meetings.

⛳️ Requirements

• Enjoy engaging with customers, comprehending their needs, and proactively addressing conflicts with urgency.

• Capability to manage and prioritize a high volume of daily requests and scheduling activities while concurrently working across multiple channels (WhatsApp, email, Intercom, and Slack).

• Strong attention to detail when organizing and processing large amounts of operational data.

• Proficient in Excel, including the use of pivot tables and lookup and conditional-sum formulas (VLOOKUP, XLOOKUP, SUMIF).

• Act as a key contact and support resource for the Implementation Specialists and Sales teams.

• Exceptional verbal and written communication skills.

• Strong time-management abilities to ensure continuous follow-up without leaving unresolved items.

• Comfortable navigating digital ecosystems, including CRMs, online scheduling tools, and email.

• Preferred: Prior experience with B2B SaaS companies, particularly with management software (ERP), financial systems, e-commerce, or technology solutions.

• Preferred: Experience in operational support roles within Customer Success, Onboarding, or Implementation.

🏝️ Benefits

• Dental Plan | Amil Dental

• Health Plan | Bradesco Saúde

• Mental Health Platform

• Telemedicine Platform

• Life Insurance | Prudential

• Pharmacy Benefit

• Fitness 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

• Profit-Sharing and Results Program (PPRL)