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Contabilizei is seeking a Senior Business Advisor for Onboarding to lead the customer success experience during the critical initial phase. This role bridges customer support and operational excellence, serving as a reference point for the onboarding team while driving process improvements and automation.
Key responsibilities include: resolving high-complexity support cases through deep investigation and cross-functional collaboration; providing direct support to onboarding advisors to remove operational blockers; ensuring quality and compliance across end-to-end onboarding processes by monitoring performance and identifying bottlenecks; analyzing root causes of customer pain points and presenting data-driven improvement proposals; auditing data quality, tracking contact volume trends, and generating reports to inform team planning; developing and maintaining knowledge base materials (FAQs, internal/external articles) to reduce ticket volume; and mapping manual processes to design optimized workflows and implement low-to-medium impact automations (macros, triggers, Zendesk automations).
You will act as a transformation agent, analyzing data and optimizing processes to elevate team efficiency and customer satisfaction. The role requires 3–5 years of professional experience, a bachelor's degree (preferably in Administration, Engineering, or Accounting), and proficiency with support tools (Zendesk), clear written communication, Office/Google Workspace, process mapping, root-cause analysis, and ideally familiarity with accounting workflows.
Contabilizei is a fintech accounting platform serving entrepreneurs. The company emphasizes a collaborative, psychologically safe culture with career development through performance cycles, feedback loops, and Y-shaped career paths. Benefits include health/dental plans, online therapy, meal vouchers, life insurance, and a flexible dress code.
