New Customer Onboarding Analyst

hace 6 días

Global Service Center Costa Rica Sysco A tiempo completo
JOB DESCRIPTIONThe New Customer Onboarding Analyst is responsible for supporting the successful onboarding of new customer accounts by coordinating credit-related activities, conducting initial account reviews, and ensuring timely activation. This role works closely with Sales, Master Data, Credit, and Customers to facilitate a smooth onboarding experience while maintaining credit standards and minimizing risk.ResponsibilitiesNew Customer Onboarding & Credit Support
  • Manage the end-to-end onboarding process for new customer accounts, including initiating contact via phone, email, and formal communications (dunning letters as applicable).
  • Perform initial credit reviews and support credit approval processes for new accounts.
  • Handle CMU credit and local inquiries related to account setup and maintenance.
  • Communicate effectively with Sales Representatives, Market Associates (MA), and Account Executives (AE) to ensure timely onboarding and issue resolution.
Account Maintenance & Dispute Resolution
  • Work with customers and internal stakeholders to identify, analyze, and resolve disputes during the onboarding phase.
  • Perform root-cause analysis on disputes and coordinate corrective actions to prevent recurrence.
  • Identify customer patterns or recurring issues and collaborate with Sales or MA to address them proactively.
  • Update and maintain accurate customer master data and account notes in the system.
Portfolio & Process Improvement
  • Identify opportunities to improve the overall credit portfolio, reduce delinquency, and minimize bad debt.
  • Contribute to continuous improvement initiatives related to onboarding, credit processes, and customer experience.
Qualifications:
  • Associate's Degree or higher preferred, ideally in Business, Finance, Accounting, or a related field
  • 2–4 years of experience in Accounts Receivable, Credit, Collections, or a related finance function
  • Working knowledge of credit and AR processes, terminology, and cross-functional dependencies
Skills:
  • Strong organizational and time management skills, with the ability to manage multiple onboarding cases simultaneously
  • Excellent verbal and written communication skills
  • Proven ability to work cross-functionally with Sales, Credit, and Operations teams
  • Customer-focused mindset with strong problem-solving abilities
  • Proficiency in Microsoft Office (Excel, Word, Outlook)
  • Experience using ERP or finance systems (e.g., Workday or similar platforms)
Benefits:
  • Hybrid position with on-site presence required based on business needs. (Site: Ultra park II Lagunilla, Heredia)
  • Private Medical Insurance
  • Asociacion Solidarista
  • Life Insurance
  • Personal Day Off
Note: Only candidates with Costa Rican nationality or valid immigration status will be considered; applicants residing outside Costa Rica will not be considered, and relocation is not available

  • Senior Cyber Analyst

    hace 5 días

    Global Service Center- Costa Rica Sysco A tiempo completo

    JOB DESCRIPTIONThe Senior Cyber Analyst leads and coordinates cybersecurity assessment and integration activities for mergers and acquisitions (M&As), applying strong project management skills to plan, track, and report progress across business and technology teams. This role combines technical expertise with audit and assessment experience to ensure...

  • Business Analyst, Contract Pricing and Accuracy

    hace 2 semanas

    Global Service Center- Costa Rica Sysco A tiempo completo

    JOB DESCRIPTIONAs a Business Analyst – Contract Pricing & Accuracy, you will play a key role in bridging business needs and technology solutions. You will support the Contract Pricing & Accuracy team in the rollout and continuous improvement of systems, processes, and methodologies aligned with the company's long-term transformation objectives.In this...

  • Functional Analyst

    hace 3 días

    Global Service Center- Costa Rica Sysco A tiempo completo

    JOB DESCRIPTIONWe are looking for a Functional Analyst – ERP Systems with strong experience in analyzing, designing, implementing, and supporting business processes within enterprise ERP platforms. The ideal candidate will have a solid understanding of system configuration, data integrity, and process optimization, acting as a bridge between business...

  • Associate Analyst, Service Desk

    hace 5 días

    Global Service Center- Costa Rica Sysco A tiempo completo

    JOB DESCRIPTIONJob Summary: Serve as the first contact point within the Service Desk offering level 0 and level 1 support to Sysco associates and internal customers via phone calls, live chat support and manage non-critical single user escalation requests.Description of Responsibilities:Addresses and resolves reported non-major incidents and requests; logs...

  • Project Manager, Customer Onboarding

    hace 6 días

    Costa Rica Zenoti A tiempo completo

    Zenoti provides an all-in-one, cloud-based software solution for the beauty and wellness industry. Our solution allows users to seamlessly manage every aspect of the business in a comprehensive mobile solution: online appointment bookings, POS, CRM, employee management, inventory management, built-in marketing programs and more. Zenoti helps clients...

  • Customer Architect

    hace 6 días

    Costa Rica Elastic A tiempo completo

    We are actively seeking a Customer Architect with an understanding of technology and hands-on experience in key IT domains, notably Observability, Cybersecurity, and Enterprise Search. You should possess a strong technical background, preferably with experience in cloud-based software solutions.We value individuals who are passionate about staying at the...

  • Customer Implementation Specialist

    hace 2 semanas

    Costa Rica Encora A tiempo completo

    Important Information Location: Costa RicaWork Mode: HybridJob Summary As a Customer Implementation Specialist , you will be responsible for designing, developing, and maintaining high-quality software solutions. You will collaborate with cross-functional teams to understand business requirements and translate them into scalable and efficient software...

  • Customer Insights and Advocacy Team Lead

    hace 2 semanas

    Costa Rica Uber A tiempo completo

    About the RoleThe CIA team's mission is to be the Voice of the Customer and translate support interaction data into actionable recommendations. This role requires a strong grasp of Uber's support policies, data analysis skills, and the ability to manage stakeholders. You will lead high-impact projects and present insights to key partners to drive change.What...

  • Customer Success Engineer

    hace 2 semanas

    Remote - Costa Rica Cloud Software Group A tiempo completo

    Do you thrive in a startup vibe? Were you built for a small, nimble, and dynamic team that's ready to win? If you answered yes, we want to talk to you We are now going back to our roots as a standalone business unit to focus on our SaaS business—an area where we see growth potential. This business unit is unique, and we certainly aren't afraid to stand out...

  • Lead - Customer Success

    hace 2 semanas

    Costa Rica Zenoti A tiempo completo

    Zenoti provides an all-in-one, cloud-based software solution for the beauty and wellness industry. Our solution allows users to seamlessly manage every aspect of the business in a comprehensive mobile solution: online appointment bookings, POS, CRM, employee management, inventory management, built-in marketing programs and more. Zenoti helps clients...