Customer Onboarding Analyst – Mid-level
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Job Description
Manage the onboarding journey of LATAM clients at Neogrid, providing consultative and strategic support. Ensure client engagement and project alignment throughout the implementation process.
Responsibilities:
- Manage the onboarding journey for LATAM clients in the Indirect Channel, ensuring a consultative, strategic, and results-oriented experience
- Act as the primary client contact during the onboarding process, promoting alignment, transparency, and engagement throughout the project
- Gather requirements, map processes, and understand clients' business needs
- Lead kick-off meetings, operational alignments, and project status follow-ups
- Prepare documentation, schedules, action plans, and executive presentations
- Monitor project progress, identify risks, propose solutions, and ensure agreed deadlines are met
- Support clients in the implementation and integration of solutions, clarifying technical and operational workflow questions
- Understand business rules and solution implementation standards, ensuring adherence to project scope and product definitions
- Perform system configurations and parameterizations according to the implementation process
- Deliver remote and/or in-person training for clients and internal teams
- Drive adoption of solutions, fostering engagement and value generation for the client
- Collaborate with internal teams to ensure alignment and efficient delivery.
Requirements:
- Fluent Spanish
- Experience in customer service, project implementation, Customer Success, Services, Onboarding, or related areas
- Strong verbal and written communication skills, consultative mindset, and ability to build customer relationships
- Organization, time management, and ability to manage multiple projects simultaneously
- Sense of urgency
- Problem-solving orientation
- Collaborative mindset
- Proactive attitude
- Curiosity
- Willingness to learn continuously
- Intermediate knowledge of Excel and PowerPoint
- Bachelor's degree in progress or completed in Information Technology, Business Administration, or related fields
Benefits:
- Health insurance
- Dental plan
- Life insurance
- Medication assistance
- Transportation voucher or parking allowance
- Flexible meal/food allowance
- Flexible working hours
- Wellhub (formerly Gympass) and TotalPass
- Day off on your birthday month
- Childcare assistance and extended parental leave: 6 months for mothers and 30 days for fathers
- Employee referral program, bonuses, and more
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