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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in ERP implementation and client onboarding, with a strong focus on training delivery and process alignment. Proficient in managing client portfolios and utilizing data-driven metrics to enhance customer success and engagement.
Highest-signal resume keywords
ERP Implementation ExperienceClient Onboarding ManagementTraining Delivery SkillsProject Management ProficiencyAnalytical Thinking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ERP FundamentalsFinancial ProcessesTax Legislation KnowledgeSoftware ImplementationKPI InterpretationDocumentation SkillsAgile MethodologiesProject Management ToolsCRM ManagementSaaS Experience
Soft Skills
Clear CommunicationOrganizational SkillsProactive ApproachCollaborative MindsetResults-Oriented Attitude
Tools & Technologies
CRM ToolsProject Management Software
Certifications & Qualifications
Customer Success CertificationProject Management CertificationERP Systems Certification
Industry Keywords
B2B EnvironmentClient Portfolio ManagementImplementation ProcessesCustomer Success MetricsConsultative Experience
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Conduct 4 to 5 online training sessions per day with clients from different backgrounds, ensuring the implementation of 15–20 clients per month
- Lead the structured onboarding of new clients, from the initial assessment through system activation
- Map client processes, ensuring alignment with the ERP and management best practices
- Provide guidance and consultative support for the platform’s initial parameterization and configuration
- Develop and deliver training for different user profiles, ensuring clarity, effective instruction, and user autonomy when using the platform’s features
- Create and monitor implementation timelines, leading client training sessions and alignment meetings
- Identify risks, bottlenecks, and dependencies, proposing course corrections and practical solutions
- Record and document stages, decisions, progress, and next steps
- Monitor activation, engagement, and customer success metrics, taking data-driven actions to ensure time to first value
- Collaborate with Sales, Product, Support, and Customer Success to ensure smooth handoffs
- Gather structured feedback and contribute to continuous improvements in implementation processes
Requirements
What you’ll need- Bachelor’s degree, preferably in Business Administration, Accounting, Economics, Information Technology, or related fields
- Knowledge of ERP fundamentals and its main modules
- Solid understanding of administrative and financial processes, including accounts payable/receivable, invoicing, and cash flow
- Basic knowledge of Brazilian tax legislation, including taxes, tax documents, and primary and ancillary obligations
- Demonstrated experience implementing software—preferably ERP solutions—in a B2B environment
- Ability to deliver training and communicate clearly and effectively with users at different levels of expertise
- Experience managing a client portfolio, keeping the CRM up to date, recording follow-up information, and ensuring the scheduling of subsequent training sessions
- Ability to manage projects with defined timelines, regular follow-up routines, and scope control
- Analytical thinking and ability to interpret implementation metrics and KPIs
- Strong organizational skills, discipline, and ability to maintain structured documentation
- Proactive, collaborative, and results-oriented approach
- Previous consulting experience or consultative experience in technology is a plus
- Intermediate knowledge of tax operations and accounting routines is a plus
- Experience in the SaaS market, particularly with ERP systems, is a plus
- Experience implementing solutions for enterprise accounts or high-complexity projects is a plus
- Knowledge of Agile methodologies and project management tools is a plus
- Fluency in English and/or Spanish is a plus
- Certifications related to Customer Success, Project Management, or ERP systems are a plus
- Knowledge of CRM tools
Benefits
Comp & perks- Dental Plan | Amil Dental
- Health Plan | Bradesco Saúde
- Mental Health Platform
- Telemedicine Platform
- Life Insurance | Prudential
- Pharmacy Benefit
- Fitness Allowance
- Birthday Day Off
- Flexible Meal Voucher
- Home Office Allowance
- Childcare Assistance
- Transportation Voucher and Company Shuttle
- Discount Platform (Allya, SwileShop, and Dell)
- Educational Benefits
- Travel Benefits
- Pet Health Plan
- SESC Benefits
- Profit-Sharing Program
