Onboarding Analyst – Customer Training

Role Overview

• Conduct training sessions on taxation, tax regimes and fiscal obligations;
• Guide clients on issuing service and/or product invoices;
• Explain how the Contajá platform works;
• Ensure the client starts operations with confidence and clarity regarding their tax processes;
• Identify recurring difficulties and propose improvements to training processes;
• Ensure a positive, welcoming experience at the start of the customer journey.

Requirements

• Knowledge of customer retention strategies;
• Intermediate skills in data analysis and reporting;
• Experience with communication tools and CRM platforms;
• Knowledge of tax planning, payroll and accounting;
• Knowledge of company registration, modification and dissolution processes;
• Basic CS (Customer Success) and CX (Customer Experience) skills;
• Intermediate proficiency in Microsoft Office.

Benefits

• 💚 Caju Benefits Card – R$ 700.00 per month to use as you choose;
• 💚 Unimed Health Plan – fully covered by Contajá; co-pay applies only when services are used;
• 🥳 Birthday Day Off – your day, your way;
• 🏋️ Wellhub (Gympass) – access to gyms and wellness platforms;
• 💆 Telepsychology – up to 2 free sessions per month;
• 🍉 Telenutrition – up to 2 free sessions per month;
• 🤗 15% discount on laboratory tests within the Dasa network;
• 🤗 30% discount on generic medications at Pague Menos stores and 20% on brand-name medications;
• 📝 Partnership with Estácio – support for your academic development;
• 🚀 ImpulsoJá Career Plan – more than a career plan, a springboard to success; discover how to progress levels, reach goals and achieve your professional objectives;
• 🎮 Gamification – earn virtual coins throughout your journey and redeem them for prizes such as a Kindle, participation in industry events, exclusive gifts and more.