The 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.
Responsibilities
New 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