Job Summary: Professional responsible for conducting customer onboarding, assessing profiles, maintaining active relationships, ensuring excellence in customer experience, and promoting internal communication. Key Highlights: 1. Conduct onboarding and explain services to new customers 2. Assess customer profiles and classify customers by complexity and attention level 3. Maintain active contact, ensure follow-up, and act preventively Job schedule: Monday to Friday, from 8:00 AM to 5:00 PM **Key Responsibilities** **1\. Customer Onboarding** * Conduct onboarding meetings with new customers * Clearly explain contracted services, deadlines, responsibilities, and support channels * Ensure the customer understands how accounting works and what to expect from the service **2\. Customer Assessment and Qualification** * Assess customer profile (organization, financial maturity, level of demand, and risk) * Classify customers by level of complexity and required attention * Identify customers with growth potential or risk of dissatisfaction **3\. Relationship and Proximity** * Maintain active and recurring contact with customers (not only reactive) * Conduct periodic in-person visits to strategic customers * Ensure the customer feels accompanied, heard, and guided **4\. Excellence in Customer Experience** * Act preventively to avoid complaints, delays, and conflicts * Serve as the customer’s single point of contact within the accounting firm * Track requests until resolution, ensuring clear and timely feedback **5\. Internal Communication and Alignment** * Translate customer needs to internal teams (accounting, tax, payroll) * Ensure alignment among what was sold, contracted, and delivered * Support organizing information, documents, and requests Employment type: Permanent CLT contract Compensation: R$1\.650,00 per month Benefits: * Transportation allowance Work location: On-site
João Silva
Indeed · HR
João Silva
Indeed · HR
