Analista de Onboarding (Engajamento de Clientes - Contabilidade)
New
BrazilFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- Data AnalysisMicrosoft OfficeAccountingComplianceCRMCustomer Success
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.
Responsibilities
- 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.
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