Job Summary: The Relationship / Implementation Assistant supports the onboarding of new clients, serving as the initial point of contact and assisting in executing implementation steps. Key Highlights: 1. Support the new client onboarding process 2. Ensure clear and efficient communication 3. Collaborate with the team to identify and resolve challenges The Relationship / Implementation Assistant is responsible for supporting the new client onboarding process, ensuring a positive experience from the beginning of the partnership. This role serves as the initial point of contact, assisting in organizing, monitoring, and executing implementation steps for products or services. **Key Responsibilities:** Assist in the new client implementation process, ensuring adherence to deadlines; Contact clients to collect information and align expectations; Support initial configuration of systems, platforms, or services; Monitor implementation progress and update status in internal systems; Record interactions and maintain an organized customer service history; Collaborate with internal teams; Identify potential client difficulties and escalate for resolution; Ensure clear and efficient communication throughout the entire process. **Requirements:** * Completed high school education (higher education in progress is desirable); * Strong verbal and written communication skills; * Organizational skills and attention to detail; * Basic computer knowledge (Microsoft Office or similar); * Customer service aptitude; * Proactivity and ability to work collaboratively. **Preferred Qualifications:** * Prior experience in customer service or implementation **Behavioral Competencies:** * Empathy and customer focus; * Collaborative and solution-oriented mindset.
João Silva
Indeed · HR
João Silva
Indeed · HR
