Analista de Onboarding (Engajamento de Clientes - Contabilidade)

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Analista de Onboarding (Engajamento de Clientes - Contabilidade) in Brazil.

This role is an excellent opportunity for a customer-focused accounting professional who enjoys guiding clients through important business and tax processes. You will play a key role in ensuring a smooth onboarding experience by delivering training, providing fiscal and accounting guidance, and helping clients gain confidence in their operations from day one. Working in a fully remote environment, you will collaborate with internal teams to drive customer engagement, identify improvement opportunities, and contribute to long-term client success. The position combines accounting expertise, customer relationship management, and educational skills, making it ideal for someone who enjoys both technical and people-oriented challenges. Your work will directly impact customer satisfaction, retention, and overall business growth.

• Conduct onboarding and training sessions covering taxation, tax regimes, fiscal obligations, and related business processes.
• Guide clients on issuing service and product invoices, ensuring compliance with applicable regulations and operational best practices.
• Educate customers on platform functionalities and support them in adopting tools and processes effectively.
• Ensure clients begin their operations with clarity, confidence, and a strong understanding of their accounting and tax responsibilities.
• Monitor customer engagement and identify opportunities to improve onboarding experiences and retention outcomes.
• Analyze recurring customer challenges and collaborate with internal teams to enhance training materials and operational processes.
• Deliver a positive, supportive, and customer-centric experience throughout the onboarding journey.
• Maintain accurate records and leverage CRM tools to track customer interactions and progress.

Requirements:

• Ongoing degree in Accounting, Business Administration, or a related field.
• Knowledge of tax planning, accounting processes, payroll administration, and corporate compliance requirements.
• Understanding of company incorporation, amendments, and closure procedures.
• Experience or familiarity with customer retention strategies and customer engagement initiatives.
• Intermediate proficiency in data analysis, reporting, and Microsoft Office tools.
• Experience using CRM platforms and communication tools to manage customer relationships.
• Basic knowledge of Customer Success (CS) and/or Customer Experience (CX) methodologies.
• Strong communication, presentation, and interpersonal skills.
• Ability to explain complex accounting and tax concepts in a clear and accessible manner.
• Customer-focused mindset with strong organizational and problem-solving abilities.

Benefits:

• Monthly flexible benefits card allowance (R$700).
• Comprehensive health insurance with employer-paid coverage.
• Birthday day off.
• Access to wellness and fitness platforms.
• Free telepsychology consultations.
• Free nutritional counseling sessions.
• Discounts on laboratory exams and medications through partner networks.
• Educational partnership programs to support academic development.
• Structured career development and growth opportunities.
• Gamification and rewards program with prizes, professional event participation, and exclusive perks.
• Fully remote work model.
• Inclusive and collaborative work environment.