# Customer Onboarding Executive

**Empresa:** Fastmarkets
**Local:** São Paulo, SP
**Modalidade:** Híbrido
**Contrato:** CLT
**Publicada em:** 2026-10-01

## Descrição

The Customer Onboarding executive is responsible for leading clients through the end-to-end onboarding experience, ensuring new customers adopt the product successfully, and realize value as quickly as possible. This role executes on the strategy and training processes as outlined by the Head of Customer Onboarding.  This role will partner closely with Sales, Product, and Customer Service to deliver a seamless customer journey. The Customer Onboarding executive is to create and deliver scalable solutions that drive time-to-value, customer satisfaction, and long-term retention.
PRINCIPLE ACCOUNTABILITIES
 Delivery & Cross-Functional Execution

Execute the global customer onboarding and training approach as defined by the Head of Customer Onboarding, ensuring alignment to Fastmarkets’ commercial objectives and customer success outcomes.
Deliver and continually refine the end‑to‑end onboarding journey for SME, Strategic, Global, and Enterprise accounts, ensuring a consistent and high‑quality customer experience.
Work closely with Product, Marketing, Sales, Customer Success, Client Services and Order Operations teams to ensure a seamless handover from contract signature through setup, activation, and early adoption.
Operational Excellence

Support the development and maintenance of standardized onboarding processes, controls, and governance, while adapting workflows to meet regional, language, and regulatory requirements.
Execute on automation and efficiency initiatives, including creation and delivery of scalable self‑serve materials (PDFs, videos, guides) used by internal teams and customers.
Use customer data, feedback, and interaction insights to recommend improvements and ensure timely routing and escalation of onboarding issues to internal stakeholders.
Customer Impact & Adoption

Manage the full onboarding workflow to ensure timely, accurate, and effective customer setup—including platform access, user provisioning, entitlement management, alerts, and data integrations.
Deliver onboarding training for new users and accounts to drive early adoption, product familiarity, and confidence in how to use Fastmarkets’ data, tools, and platforms.
Surface expansion or upsell opportunities identified through onboarding conversations, usage signals, and early customer feedback to the appropriate commercial teams.
Performance, Analytics & Continuous Improvement

Track, monitor, and work to improve on onboarding KPIs—including activation rates, time‑to‑value, right‑first‑time setup, early adoption indicators, and customer satisfaction.
Identify demand patterns and provide input that helps management optimize team capacity, coverage, and skills development.
Use AI, analytics, and available tooling to identify adoption risks early, personalize onboarding interactions, and deliver consistent performance against onboarding SLAs.
Collaborate with Operational Excellence and Change teams to ensure onboarding metrics feed into enterprise‑wide dashboards and performance reporting.
KEY INTERFACES

Head of Services & Operations 

Client Services Team 

Customer Success Team 

Revenue Operations Team 

Sales Team 

Finance, Product and Marketing Team 

IT and CRM Teams 
Qualificações
We recruit talented, dynamic people with diverse backgrounds and experiences, all united by a belief in our mission to provide the world’s leading and most trusted price reporting, events, and intelligence service for the markets we serve. We’re proud to be an equal opportunities employer and are committed to creating a fully inclusive workplace, where everyone feels able to participate and contribute meaningfully.
If you are open-minded, curious, resilient, solutions-oriented and committed to promoting equality, then read on.
KNOWLEDGE, EXPERIENCE AND SKILLS
We are looking for an individual who is highly motivated, driven, and have a passion to be part of a fast-paced, successful team. Being a strong team player is also important as well as someone who is happy to work flexibly.

Experience delivering customer onboarding, adoption, or customer success activities within a B2B SaaS, subscription, or data‑driven business—ideally supporting enterprise or professional customers.
Strong customer‑centric mindset with the ability to work effectively across Sales, Product, Commercial, Technology, and Operations teams to execute a seamless onboarding and early‑lifecycle experience.
Demonstrated capability to follow established onboarding frameworks, processes, and best practices while providing feedback and insights that support continuous improvement.
Highly data‑driven and comfortable interpreting usage, activation, entitlement, and adoption metrics to guide decisions, identify risks, and ensure customers realize early value.
Hands‑on experience using onboarding, CRM, customer support, or workflow tools (e.g., Salesforce, ticketing/project tools, product training platforms) to manage tasks, track progress, and maintain accurate customer records.
Familiarity with enterprise data delivery models—including platform access, entitlements, alerts, APIs, Excel add‑ins, and secure file delivery—sufficient to support accurate customer setup and troubleshoot common issues.
Ability to deliver clear, engaging customer training (virtual or live) that boosts product understanding, early adoption, and confidence with Fastmarkets’ data, tools, and platforms.
Experience working within standardized processes, governance, and SLAs, ensuring accuracy, quality, and consistency in all onboarding activities.
Strong communication and collaboration skills, with the ability to simplify complex concepts for customers and internal stakeholders.
Comfortable working with automation, AI‑enabled tools, and self‑serve materials to drive efficiency and enhance the customer experience.
TECHNICAL SKILLS

Data & Adoption Analytics: Proficient in Excel and comfortable using BI tools (e.g., Power BI, Tableau) to interpret activation, usage, entitlement, and onboarding performance data to support decision‑making and identify customer risks or opportunities.
CRM & Workflow Platforms: Experienced user of Salesforce and customer success or scheduling tools to manage onboarding tasks, track customer progress, and maintain accurate records across accounts.
Enterprise Data Delivery & Integrations: Working knowledge of Fastmarkets’ data delivery models—including APIs, Excel add‑ins, platform access, alerts, secure file delivery (e.g., SFTP), and automated feeds—sufficient to support customers during setup and troubleshoot standard issues.
Identity, Access & Entitlements: Able to assist with role‑based access, user provisioning, and entitlements to ensure accurate and timely customer activation.
Operational Tooling & Governance: Skilled in using ticketing, project, and documentation tools (e.g., Zendesk, Jira, ServiceNow, Confluence) to manage workflows, follow established governance, and ensure accuracy and consistency in execution.
Automation & AI‑Enabled Tools: Comfortable using AI‑enabled onboarding tools, automation features, and self‑serve materials to drive efficiency, reduce manual effort, and improve the customer experience.
Training & Enablement Delivery: Capable of using digital training platforms, content hubs, and virtual meeting tools to deliver clear, engaging onboarding sessions (live or virtual) tha...

## Habilidades

- Customer Onboarding
- B2B SaaS
- Data Analytics
- CRM Tools
- Customer Success

**Página original:** https://www.123vagas.com.br/vaga/customer-onboarding-executive-sao-paulo-sp-94299