JUNIOR B2B CLIENT ONBOARDING ANALYST

Description

Job Summary: Junior B2B Client Onboarding Analyst to ensure a positive, seamless, and success-oriented initial experience through training and ongoing support. Key Highlights: 1. Act as the customer's focal point during the first 90 days 2. Ensure a positive initial experience and customer engagement 3. Conduct customized training sessions and monitor platform usability We are seeking a **Junior B2B Client Onboarding Analyst** to serve as the customer’s focal point during the **first 90 days** of using contracted products. This person will be responsible for ensuring a positive, seamless, and success-oriented initial experience by delivering training, monitoring usability, and strengthening engagement with both customers and internal teams. Additionally, they will be responsible for securing the customer’s **first billing** after the training cycle. **Main Responsibilities** -------------------------------- * Conduct the **briefing process** with the KA (sales representative), validating commercial terms and objectives. * Conduct the **Welcome Call** with the customer, participating in the transition ceremony alongside the sales representative. * Plan and deliver **customized training sessions**, tailored to the customer’s profile and contracted product. * Ensure the customer understands and utilizes all platform features. * Monitor customer **usability** on a weekly basis, escalating to relevant internal teams when necessary. * Proactively prevent operational errors, integration failures, or improper system usage. * Serve as the communication link between the customer and internal teams (Support, Product, Customer Success, Sales, etc.). * Update control systems and report on the status of customers undergoing implementation. * Ensure the **first billing** occurs after the training cycle. * Prepare and conduct the handover of the customer to the **Customer Success** team upon completion of implementation. **Technical Competencies** ------------------------- ### **1\. Customer Portfolio Management** * Organize and prioritize accounts based on risk and complexity. * Use CRM and Customer Success platforms. ### **2\. Data Analysis and Success Metrics** * Monitor implementation KPIs. * Ability to interpret data and drive actionable insights. ### **3\. Product Knowledge** * Mastery of platform features. * Identify usage gaps and opportunities. ### **4\. Risk Management and Proactivity** * Early detection of issues or barriers. * Swift actions to re-engage customers. ### **5\. Relationship Building and Communication** * Lead meetings with clarity and empathy. * Communicate effectively across all organizational levels. ### **6\. Internal Team Collaboration** * Work closely with Sales, Product, Support, and Customer Success. * Provide structured feedback for continuous improvement. **Expected Soft Skills** ------------------------- * Proactivity and hands-on attitude * Ownership mindset * Active listening and empathetic communication * Agility in problem resolution * Emotional composure and professional demeanor * Organization and prioritization * Collaborative teamwork **Performance Indicators (KPIs)** ------------------------------------ * Training completion rate * Implementation NPS / CSAT * Average time to activation (first order) * Engagement during the first 90 days * First billing after training **On-site work required in the Jaraguá neighborhood, Uberlândia/MG** **Tower of Compensation, Well-being, and Corporate Services**