Analista de Onboarding (Engajamento de Clientes - Contabilidade)

Role Overview

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.

What You Will Do

Conduct onboarding and training sessions, guide clients on issuing service and product invoices, educate customers on platform functionalities, and ensure clients begin their operations with clarity and confidence.

Why It Might Be a Fit

This position combines accounting expertise, customer relationship management, and educational skills, making it ideal for someone who enjoys both technical and people-oriented challenges.

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