Implementation Analyst – Client Onboarding

VExpenses

. Understand clients’ financial processes and their expectations for using the solutions .

Posted 10/28/2026full-timeRemote • BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing B2B client onboarding processes, ensuring successful implementation and integration of financial solutions. Proficient in conducting training sessions and collaborating with cross-functional teams to enhance client experiences.

Highest-signal resume keywords

B2B Client ImplementationAPI IntegrationClient TrainingPipedrive ExperienceArtificial Intelligence in Financial Processes

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client OnboardingRequirements IdentificationProcess ImprovementImplementation ManagementAPI KnowledgeBank ReconciliationSpreadsheet ManagementPerformance Target AchievementFinancial Process UnderstandingClient Engagement

Soft Skills

CommunicationCollaborationProblem-SolvingClient Relationship ManagementFollow-Up

Tools & Technologies

PipedriveDigisac

Industry Keywords

Customer SuccessB2B SolutionsFinancial ProcessesERP IntegrationOnboarding Process

About the role

Key responsibilities & impact

Understand clients’ financial processes and their expectations for using the solutions
Identify specific requirements and opportunities for improvement
Manage clients’ initial setup on the platform
Conduct training sessions for clients and their company employees
Conduct ongoing follow-ups throughout the onboarding process
Engage clients in using the platform until they achieve success
Manage implementation spreadsheets and corporate client accounts before they reach maturity
Ensure deliverables meet the team’s established targets
Support clients with API integrations with ERPs and/or banking integrations
Map improvement initiatives and collaborate with Engineering, Support, and New Business teams to deliver the best possible client experience

Requirements

What you’ll need

Demonstrated experience implementing new B2B clients (mid-sized or large companies) within a Customer Success function
Availability to work Monday through Friday, from 9:00 a.m. to 6:00 p.m., with a one-hour lunch break
Preferred: experience working with Pipedrive and Digisac
Preferred: knowledge of integrations (native integrations, APIs, and bank reconciliation)
Preferred: experience with artificial intelligence applied to financial processes and B2B onboarding

Benefits

Comp & perks

Fully remote work throughout your time with the company
Medical insurance with no copay and nationwide coverage
Flexibility to allocate benefits toward meal vouchers and/or food vouchers
Access to medications and healthcare products at reduced prices
All necessary work equipment (laptop, headset, mouse, etc.)
Bonuses for successful employee referrals
Access to Wellhub (formerly Gympass) and TotalPass, offering a range of wellness solutions
Plenty of freedom—and support—to be yourself
Close contact with founders and partners
Relaxed and collaborative environment
Flexible dress code for day-to-day work
Birthday day off
Extended maternity and paternity leave
Access to dental insurance
Extensive learning and growth opportunities