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Omie

Junior CS Implementation Analyst – Omie ERP

Omie

. Conduct 4 to 5 online training sessions per day for clients with diverse profiles, ensuring the implementation of 15–20 clients per month .

Posted 10/6/2026full-timeRemote • BrazilJuniorWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in Customer Success and ERP implementation, with a strong focus on training delivery, project management, and client engagement. Proficient in analyzing metrics and ensuring customer satisfaction through structured onboarding and consultative support.

Highest-signal resume keywords
Customer Success ManagementERP ImplementationTraining DeliveryProject ManagementCRM Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
ERP FundamentalsB2B Software ImplementationAnalytical MindsetProject Management ToolsFinancial Processes KnowledgeTax Legislation KnowledgeSaaS Market ExperienceKPI InterpretationConsultative ApproachOKR Experience
Soft Skills
Clear CommunicationProactive Problem SolvingEmotional IntelligenceOrganizational SkillsRelationship Building
Tools & Technologies
CRM ToolsAgile Methodologies
Certifications & Qualifications
Customer Success CertificationProject Management CertificationERP Certification
Industry Keywords
Customer EngagementImplementation ProcessesTraining SessionsClient OnboardingConsulting

Tech Stack

Tools & technologies
ERP

About the role

Key responsibilities & impact
  • Conduct 4 to 5 online training sessions per day for clients with diverse profiles, 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
  • Conduct regular follow-ups to ensure client engagement
  • Develop and deliver training for different user profiles, ensuring clarity, effective instruction, and user independence when working with the platform’s features
  • Create and track implementation schedules, conducting training sessions and alignment meetings with clients
  • Identify risks, bottlenecks, and dependencies, proposing course corrections and practical solutions to maintain project progress
  • Record all stages, decisions, progress, and next steps in the CRM, ensuring traceability and delivery quality
  • Monitor activation, engagement, and customer success metrics, taking data-driven action to ensure customers achieve first value
  • Collaborate closely with the Sales, Product, Support, and Customer Success teams, ensuring smooth handoffs and continuity throughout the customer journey
  • Gather structured feedback on the customer experience and contribute to continuous improvements in implementation processes

Requirements

What you’ll need
  • Bachelor’s degree completed or in progress, preferably in Business Administration, Accounting, Economics, or Information Technology-related fields
  • Basic knowledge of administrative and financial processes, including accounts payable/receivable, billing, and cash flow
  • Experience in Customer Success implementing complex B2B software, preferably ERP, POS, or similar systems
  • Ability to deliver training and communicate clearly and effectively with users at different levels of maturity
  • Experience managing a customer portfolio, keeping the CRM up to date, recording feedback, and ensuring the scheduling of subsequent training sessions
  • Ability to manage projects with defined schedules, regular follow-up rituals, and scope control
  • Analytical mindset and ability to interpret implementation metrics and KPIs
  • Strong organizational skills, discipline, and ability to maintain structured documentation
  • Proactive, collaborative, and results-oriented profile
  • Knowledge of ERP fundamentals and its main modules
  • Basic knowledge of Brazilian tax legislation, including taxes, fiscal documents, and primary and ancillary tax obligations
  • Previous experience in consulting or a consultative technology role
  • Basic knowledge of tax operations and accounting routines
  • Experience in the SaaS market, especially with ERP systems
  • Experience implementing solutions for enterprise accounts or highly complex projects
  • Knowledge of agile methodologies and project management tools
  • Fluency in English and/or Spanish to deliver training and provide customer support
  • Certifications related to Customer Success, Project Management, or ERP
  • Knowledge of CRM tools
  • High energy and proactivity
  • Clear, objective, and effective communication
  • Ability to build and maintain relationships of trust with customers
  • Excellence in expectation management and handling difficult conversations
  • Emotional intelligence and empathy when working with different customer profiles and stages of the journey
  • Exceptional organization, attention to detail, and ability to prioritize multiple demands
  • Logical reasoning and a data-driven mindset
  • Ease in facilitating follow-up rituals and structured meetings
  • Ability to work under pressure while maintaining quality and clarity in deliverables
  • Proactivity and motivation to solve problems
  • Consultative approach and willingness to guide customers in ERP best practices
  • Experience working with targets and OKRs
  • Affinity with structured routines

Benefits

Comp & perks
  • Dental Plan | Amil Dental
  • Health Plan | Bradesco Saúde
  • Mental Health Platform
  • Telemedicine Platform
  • Life Insurance | Prudential
  • Pharmacy Benefit
  • Gym 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 and Results Program (PPRR)