Analista de Onboarding de Clientes Pleno
New
J
JobgetherAutomotive technology
Fully remote work model in Brazil.Full-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 1–2 years of previous experience in customer onboarding, software implementation, Customer Success, or technical customer support.
- Required Skills
- Project ManagementSalesforceMicrosoft ExcelCustomer SuccessHubSpotNotion
Requirements
- Have a completed or in-progress bachelor's degree in Business Administration, Marketing, Engineering, Information Systems, or a related field.
- Have 1–2 years of experience in customer onboarding, software implementation, Customer Success, or technical customer support.
- Be able to train users with different levels of technical and digital maturity.
- Manage multiple customers or onboarding projects while maintaining organization, priorities, and deadlines.
- Create training materials, checklists, status reports, and customer documentation.
- Have experience with Customer Success or onboarding tools such as Notion, ClickUp, Pipefy, or similar platforms.
- Be familiar with online training or webinar platforms such as Google Meet or Zoom and screen-recording tools such as Loom.
- Have experience with CRM or customer management platforms such as HubSpot, Salesforce, or similar systems.
- Use Excel or Google Sheets to monitor Time to Value, implementation status, and customer portfolios.
- Automotive-sector experience, particularly with dealerships or manufacturers, is a plus.
- Knowledge of automotive DMS platforms such as Linx, Dealernet, or NBS, especially integrations, is an advantage.
- Familiarity with Customer Success methodologies and onboarding frameworks, including activation playbooks, health scores, and customer journeys, is desirable.
- Experience creating training content such as videos, tutorials, and knowledge bases is a plus.
Responsibilities
- Lead customer welcome and kickoff, aligning expectations, responsibilities, milestones, and implementation timelines.
- Configure the digital system to match each customer's profile, business context, and requirements.
- Plan and deliver training for key users, adapting materials and teaching approaches to different levels of digital maturity.
- Monitor customers' initial system usage and identify blockers, questions, and adoption challenges.
- Track and report Time to Value, implementation duration, and initial product adoption.
- Collaborate with Customer Success, Support, and Technology teams to resolve technical or operational obstacles.
- Maintain onboarding documentation and customer records for handoff to the Customer Success team.
- Improve training materials, onboarding checklists, activation processes, and the onboarding experience.
- Manage multiple customers and onboarding projects while maintaining quality and agreed timelines.
- Use project management, CRM, training, and spreadsheet tools to track progress, customer interactions, and performance indicators.
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