Support our clients throughout the entire implementation period, presenting each phase, training them on the use of our products, guiding them through meetings and continuous follow-ups, and acting as their internal point of contact.
Analyze clients' specific needs and assist with system configurations to help them get the most out of the platform.
Monitor performance indicators and use them to better manage your client portfolio.
Analyze metrics and act proactively to maintain engagement, reduce potential friction, and ensure successful client implementation.
Execute implementations, potentially working with specific segments such as critical, strategic, or high-frequency clients.
Collect and organize client suggestions for product improvements and complaints, and discuss them with the technical team when necessary.

Bachelor's degree in Business Administration, Communications, or a related field.
Experience in system implementations and/or training.
Knowledge of Customer Onboarding methodology.
Experience working in tech startups.
Direct experience implementing financial management systems.

Customer Onboarding Analyst, Mid-level

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