WizCommerce - Manager - Client Onboarding
3 weeks ago
We are seeking a detail-oriented and proactive Onboarding Manager to lead operational onboarding processes for new clients.
This position is central to setting up customers for success from a product and data operations perspective.
You will be responsible for coordinating account setup, managing customer-specific customizations, supporting integrations, and analyzing onboarding data to drive efficiency and impact.
This is a cross-functional role that works closely with product, engineering, customer success, and sales teams to ensure a smooth and seamless onboarding experience for every customer.
Responsibilities:
- Own and execute the end-to-end onboarding process for new customers from an operational perspective.
- Set up customer accounts, permissions, and product configurations based on requirements.
- Handle customer-specific customizations and ensure they are implemented accurately and on time.
- Collaborate with the integration team to support light technical integrations (e.g, file-based uploads, Quick Books, Shopify, etc.
- Maintain onboarding documentation, trackers, and process workflows.
- Act as the operational point of contact for onboarding-related issues, ensuring prompt resolution.
- Work cross-functionally with product, customer success, and support to ensure a coordinated experience.
- Identify trends from onboarding feedback and suggest product or process 1-2 years of experience in onboarding, customer operations, implementation, or a similar role.
- Strong proficiency in Microsoft Excel / Google Sheets (VLOOKUP, Pivot Tables, complex formulas, etc.
- Analytical mindset with experience handling, cleaning, and interpreting data sets.
- Familiarity with onboarding tools and ticketing systems (JIRA) is a plus.
- Excellent organizational skills and attention to detail.
- Clear and professional communication skills - both written and verbal.
- Ability to multitask and manage competing priorities in a fast-paced environment.
Nice to Have:
- Experience in a SaaS or tech-enabled service environment.
- Exposure to tools like Postman, HTML code or basic scripting is a plus.
- Background in operations, or implementation teams.
Compensation: Best in the industry.
Location: Bengaluru
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