Onboarding Specialist

4 weeks ago

Vadodara, India phonon, automating outcomes Full time
Onboarding Specialist – Technical Solutions


Location: Vadodara (HQ) | Full-Time

🚀 About the Role

We are looking for a Technical Onboarding Specialist who will play a critical role in ensuring our customers are successfully onboarded, their solutions are well designed, and ongoing support is handled with efficiency and care. This role blends technical skills, customer engagement, and solution mindset to create a seamless customer experience.


🎯 Key Responsibilities

1. Customer Solution Design

  • Understand customer business needs and translate them into technical workflows.
  • Design and configure customer solutions (flows, integrations, dashboards, notifications).
  • Collaborate with Pre-Sales/PMO and Product teams for customized requirements.


2. Customer Onboarding

  • Own the end-to-end onboarding journey for new clients.
  • Set up customer accounts, integrations, and test environments.
  • Conduct product walk-throughs and training sessions.
  • Ensure smooth go-live with minimal friction.


3. Customer Support

  • Act as the first technical point of contact for assigned accounts.
  • Troubleshoot and resolve customer queries via support systems.
  • Work with engineering teams for bug fixes or escalations.
  • Document common issues and create knowledge base articles.


🛠 Skills & Experience
  • 2–4 years of experience in technical onboarding, support, or solution design roles (preferably SaaS, CPaaS, or CRM platforms).
  • Hands-on with:
  • APIs / Integrations (REST, JSON, Webhooks).
  • Linux / Scripting basics.
  • Databases (MySQL/MongoDB) – ability to query & troubleshoot.
  • Excellent communication skills – ability to talk tech in simple terms.
  • Problem-solver with a customer-first mindset.


🌟 Bonus Skills
  • Exposure to airline/aviation, BFSI, or enterprise SaaS domains.
  • Familiarity with tools like Postman, Jira, Zoho Desk, or CRM systems.
  • Experience with IVR, WhatsApp Business API, or Notification systems.


📈 Growth Path
  • With proven performance, grow into Customer Success Manager or Solution Architect roles.


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