Client Onboarding Assistant (f/m/d)

Awin Global; São Paulo; Presencial; BRL 80.000 - 120.000; Tempo integral

Resumo da oferta

A Awin Global busca um Assistente de Onboarding para garantir uma experiência fluida e eficiente para seus clientes. O papel envolve a triagem de leads qualificados, processamento de aplicações e colaboração com equipes multifuncionais. O candidato ideal terá habilidades de comunicação, uma mentalidade orientada a soluções e experiência em atendimento ao cliente em ambientes dinâmicos. A empresa oferece um ambiente de trabalho flexível, uma cultura inclusiva e oportunidades para desenvolvimento profissional.

Serviços

Flexi-Week e Equilíbrio Trabalho-Vida

Flexi-Office e Trabalho Remoto

Seguro de saúde e dental

Vouchers de transporte e alimentação

Treinamento e Desenvolvimento profissional

Subsídio para Espaço de Trabalho Remoto

Programa de Apreciação

Qualificações

• Experiência em atendimento ao cliente ou gestão de contas.
• Proficiente em inglês, habilidades adicionais em outros idiomas são um diferencial.
• Capacidade de gerenciar múltiplas tarefas de onboarding.

Responsabilidades

• Realizar triagem inicial para garantir que os leads atendam aos padrões da Awin.
• Processar atividades de gestão de leads/aplicações no Salesforce.
• Monitorar clientes tecnicamente assinados e garantir que entendam o que falta em seu perfil.

Conhecimentos

Comunicação

Solução de Problemas

Organização

Trabalho em Equipe

Ferramentas

Salesforce

Descrição da oferta de emprego

As an Onboarding Assistant, you will play a key role in delivering a smooth, efficient, and high-quality onboarding experience for our Platform Services clients — from initial lead qualification through to programme activation. You will ensure that qualified leads are thoroughly assessed, incoming applications are processed accurately, and new clients are seamlessly guided through the onboarding journey. Your focus will be on setting up clients for long-term success on the platform, while closely supporting the Onboarding Team Leader and collaborating with cross-functional teams such as Technical Integration, Support, CRM, and IntOps.

In this role, you will apply strong commercial awareness to identify opportunities where a client may benefit from platform or service upgrades, as well as recognising when technical or consultancy add-ons may add value to the client’s programme.

This is an exciting opportunity to join a fast-paced, dynamic team at the forefront of client growth and onboarding success.

Key Tasks

• Conduct initial screening to ensure leads meet Awin’s standards.
• Process all lead/application management activities in Salesforce and ensure proper tracking of lead/application status outcomes.
• Collaborate with Sales and CRM teams to ensure smooth handover of qualified leads and prompt resolution of any open application items.
• Follow established onboarding workflows, processes, and documentation in Salesforce and other internal systems.
• Monitor Technically Signed off clients and ensuring they understand what is missing from their profile to get them live asap.
• Maintain regular communication with clients throughout the onboarding phase to answer questions and provide guidance through the Salesforce Console.
• Escalate issues or delays proactively to the Onboarding Team Leader to ensure resolution and avoid service disruptions.
• Participate in team meetings, training sessions, and knowledge sharing to stay updated on new system updates, and best practices.
• Contribute ideas to improve onboarding efficiency, client satisfaction, and team performance.
• Support the Onboarding Team Leader with special projects, reporting, and ad hoc tasks as needed.
• Assist with management of programme upsells such as consultancy Add-Ons and Launch Package.

Skills & Expertise

• Strong communication skills in English (written and spoken); additional language skills are a plus.
• Experience in customer support, account management, onboarding, or client services, preferably in SaaS, affiliate marketing, or platform-based businesses.
• Organized, detail-oriented, and able to manage multiple onboarding tasks simultaneously.
• Committed to growing the new business as quickly as possible, providing friendly and efficient support for the advertisers.
• Strong problem-solving skills with a proactive, solutions-oriented mindset.
• Team player who enjoys working collaboratively in a fast-paced, evolving environment.
• Experience with Salesforce or other CRM systems is a plus.

Our Offer

• Flexi-Week and Work-Life Balance: We prioritise your mental health and wellbeing, offering you a flexible four-day Flexi-Week at full pay and with no reduction to your annual holiday allowance. We also offer a variety of different paid special leaves.
• Flexi-Office: We offer an international culture and flexibility through our Flexi-Office and hybrid/remote work possibilities to work across Awin regions.
• Health & Well Being: With our support and access to various initiatives and sports offers, you can devote yourself to your mental and physical well-being.
• Welfare: We offer Bradesco TNQQ for health & dental insurance that is eligible to the employee, partner and kids at no salary discount. Besides, we support you with transportation and food vouchers.
• Development: We’ve built our extensive training suite Awin Academy to cover a wide range of skills that nurture you professionally and personally, with trainings conveniently packaged together to support your overall development. Improve your English skills with Awin’s English language course subsidy.
• Remote Working Allowance: You will receive a monthly allowance to cover a part of your running costs. In addition, we will support you in setting up your remote workspace appropriately.
• Appreciation: Thank and reward colleagues by sending them a voucher through our peer-to-peer program.

Established in 2000, Awin is proud of our dynamic, social and inclusive culture.

Like all businesses, we’ve had to adapt and nurture our culture in a virtual environment. Our virtual ‘Life @ Awin’ hub brings our colleagues from across the globe together for various social activities.

Diversity & Inclusion are paramount to us, and we proudly pursue and hire diverse team members. We champion uniqueness and authenticity; this is who we are at our core. Our network of affiliate partnerships are diverse and transparent, as are the employees powering our vision to build the world’s leading open partner ecosystem. We welcome all backgrounds, identities, and experiences. If you need support at any point in the application or interview process, please let us know.

Apply now to begin the next stage of your career at a progressive company that supports both your professional and personal development.

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