Implementation Analyst – Client Onboarding
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Job Description
Onboarding Analyst responsible for onboarding clients at VExpenses, providing training and managing implementations. Focusing on enhancing client experiences and ensuring successful platform adoption.
Responsibilities:
- Understand our clients' financial processes and their expectations for using our solutions, identifying particularities and improvement opportunities, and handle the initial setup of these clients on our platform;
- Deliver training to our clients and the employees of the companies who will use our services;
- Perform continuous follow-ups throughout the onboarding process, engaging clients in platform usage until they achieve success;
- Manage implementation spreadsheets and corporate client accounts during the pre-maturation stage;
- Ensure deliverables meet the targets established for the team;
- Support clients with API integrations with ERPs and/or banking integrations;
- Map improvement actions and collaborate with other departments (for example, Engineering, Support, and New Business) to deliver the best possible experience for our clients.
Requirements:
- Proven experience implementing new B2B clients within a Customer Success area, preferably with medium or large companies;
- Availability to work Monday to Friday from 09:00 to 18:00 (with a 1-hour lunch break);
- Previous experience with Pipedrive and Digisac;
- Knowledge of integrations (native integrations, APIs, and bank reconciliation);
- Spanish language skills are a plus;
- Experience with artificial intelligence applied to financial processes and B2B onboarding is a plus.
Benefits:
- Fully remote position throughout your employment, with a team ready to support you;
- Health plan with no copayment and national coverage;
- Flexibility to allocate your benefits to meal allowance and/or food allowance whenever and however you prefer;
- Access to medicines and health products at discounted prices;
- All work tools provided (laptop, headset, mouse, etc.);
- Referral bonus for candidates hired through employee referrals;
- Access to Wellhub (formerly Gympass) and TotalPass, offering various wellness solutions;
- A lot of freedom (and support) to be yourself;
- Close contact with founders and partners;
- Relaxed and collaborative work environment;
- Casual dress code on a daily basis;
- Birthday day off;
- Extended maternity and paternity leave;
- Access to a dental plan;
- Plenty of learning and growth opportunities! 💙
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