Job Summary: We are seeking a Customer Onboarding Analyst to ensure an efficient, welcoming, and strategic onboarding experience, engaging new customers with our products and services. Key Highlights: 1. Experience in customer service, onboarding, or customer success 2. Dynamic and collaborative work environment 3. Opportunity for professional development and continuous learning **Customer Onboarding Analyst** **(100% Remote Position)** **__________________________________________________** We are looking for a Customer Onboarding Analyst to ensure an efficient, welcoming, and strategic welcome experience. This person will be responsible for guiding new customers through the initial stages following contract signing, ensuring understanding of the solution, alignment of expectations, and engagement with our products and services. **Responsibilities:** * Conduct kickoff meetings with new customers to understand their goals, needs, and challenges; * Plan and execute the onboarding process according to each customer’s ideal journey; * Support initial configuration of the contracted platform or service; * Deliver training and enablement sessions for key users; * Monitor onboarding success metrics, such as average time-to-activation, NPS, and activation rate; * Serve as the liaison between the customer and internal teams (sales, support, operations, and finance), ensuring smooth communication; * Identify churn risks and expansion opportunities from the earliest interactions; * Ensure customers complete onboarding with autonomy, satisfaction, and clarity on next steps. **Requirements:** * Prior experience in customer service, onboarding, customer success, or related areas; * Excellent verbal and written communication skills; * Strong organizational skills and ability to manage multiple projects simultaneously; * Ability to interact effectively with diverse customer profiles; * Proactivity and problem-solving focus; * Preferred: familiarity with CRM tools, SaaS platforms, or project management systems. **Nice-to-Have:** * Experience with Customer Success (CS) methodologies; * Basic knowledge of technology, system integrations, or implementation; * Experience in the real estate industry will be considered a plus. **What We Offer:** * Meal Allowance * Home Office Allowance * Opportunity for professional development and continuous learning * Dynamic and collaborative work environment ### **About Órulo:** The mission of Órulo is to integrate real estate market participants by organizing and qualifying their data. Through our services, real estate agents and brokerages can instantly expand their property portfolios and optimize their lead generation processes; while developers can streamline the management of thousands of sales channels in an integrated manner, gaining actionable intelligence for decision-making.
João Silva
Indeed · HR
João Silva
Indeed · HR
