Client Onboarding Manager

1 week ago

Bengaluru, Karnataka, India Nova Benefits Full time

About Company

Nova Benefits is a tech platform designed to provide top-tier health and wellness benefits to employees. We secure the best deals for companies and ensure easy access for employees, all while minimising administrative overhead for HR. Join us in revolutionising employee benefits.

Role Description

We're looking for an Client Onboarding Manager who will own the entire onboarding journey for new clients from the moment the contract is signed to the moment employees start using their benefits. You'll also lead a small team of onboarding associates and work closely with internal and external stakeholders to ensure everything runs smoothly. This role is ideal for someone who enjoys working with people, is comfortable with tech tools and loves bringing structure to processes. You'll play a key role in shaping how new clients experience Nova Benefits right from the start.

What You'll Be Doing

Operations & Process Ownership

  • Manage the full onboarding process, ensuring timely delivery across all steps — platform Setup, insurance activation, communications and benefit rollout
  • Coordinate with internal teams like Sales, Customer Success, Claims and Tech to keep things moving
  • Setup and manage email campaigns, benefit configurations, and policy documentation
  • Oversee a small team of 1–2 associates and guide them on execution and prioritization
  • Track key onboarding metrics, SLAs, turnaround times, and feedback for each account
  • Continuously look for ways to improve the onboarding SOPs and workflows

Client & Employee Communication

  • Be the main point of contact for clients during onboarding
  • Work closely with HR teams to understand their needs and tailor onboarding accordingly
  • Collaborate with the internal CS team to prepare presentations, emailers and engagement materials

Employee Orientation & Presentations

  • Lead orientation sessions for client employees, explaining benefits, claims processes and how to use the Nova platform
  • Make complex insurance and wellness concepts easy to understand for non-technical audience
  • Be confident in presenting to large groups — both online and in person

Data & Insights

  • Use data to identify what's working and what's not
  • Look at adoption metrics, onboarding feedback and SLA performance to improve future onboarding journeys
  • Track NPS and ensure sign-off from clients before handover to the long-term account team

What We're Looking For

  • 1–3 years of experience in client onboarding, operations, or customer success
  • Experience leading or mentoring junior team members
  • Excellent communication and presentation skills — both written and verbal
  • Strong organizational skills and the ability to manage multiple priorities
  • Familiarity with tools like Excel/Sheets, Google Slides, Notion, or basic design tools like Canva
  • Comfort working in a fast-paced environment where things can change quickly
  • A genuine interest in improving the employee benefits experience in India

Bonus if you have:

  • Experience in insurance, wellness or HR tech
  • An understanding of how employer branding and employee engagement works
  • A creative side (memes, engagement campaigns etc

CTC : Budget upto 8 LPA

Mandatory : Experience in insurance, wellness industry

  • Client Onboarding Manager

    3 weeks ago

    Bengaluru, Karnataka, India Nova Benefits Full time

    About CompanyNova Benefits is a tech platform designed to provide top-tier health and wellness benefits to employees. We secure the best deals for companies and ensure easy access for employees, all while minimising administrative overhead for HR. Join us in revolutionising employee benefits.Role DescriptionWe're looking for an Client Onboarding Manager who...

  • Client Onboarding

    3 days ago

    Bengaluru, Karnataka, India JPMorganChase Full time

    Job DescriptionJob DescriptionJ.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.As the Vice President in the Client Onboarding team, you will manage production implementations of new and existing businesses for our top clients. Your role...

  • Client Onboarding Manager

    1 week ago

    Bengaluru, Karnataka, India BiteSpeed Full time

    About BiteSpeedHey there We are a Sequoia-backed SaaS startup building an AI-native Marketing, Support & Sales suite for e-commerce brands.We're currently working with 3000+ e-commerce brands globally across 50+ countries and are fortunate to have raised $5.5M+ along the journey with marquee investors like Sequoia Capital India, Kunal Shah, Gaurav Munjal &...

  • Client Onboarding Manager

    1 week ago

    Bengaluru, Karnataka, India BiteSpeed Full time

    About BiteSpeedHey there We are a Sequoia-backed SaaS startup building an AI-native Marketing, Support & Sales suite for e-commerce brands.We're currently working with 3000+ e-commerce brands globally across 50+ countries and are fortunate to have raised $5.5M+ along the journey with marquee investors like Sequoia Capital India, Kunal Shah, Gaurav Munjal &...

  • Client Onboarding Manager

    1 week ago

    Bengaluru, Karnataka, India BiteSpeed Full time

    About BiteSpeedHey there We are a Sequoia-backed SaaS startup building an AI-native Marketing, Support & Sales suite for e-commerce brands.We're currently working with 3000+ e-commerce brands globally across 50+ countries and are fortunate to have raised $5.5M+ along the journey with marquee investors like Sequoia Capital India, Kunal Shah, Gaurav...

  • Client Onboarding Manager

    1 week ago

    Bengaluru, Karnataka, India BiteSpeed Full time

    About BiteSpeed Hey there We are a Sequoia-backed SaaS startup building an AI-native Marketing, Support & Sales suite for e-commerce brands. We're currently working with 3000+ e-commerce brands globally across 50+ countries and are fortunate to have raised $5.5M+ along the journey with marquee investors like Sequoia Capital India, Kunal...

  • Financial Crime Specialist

    1 day ago

    Bengaluru, Karnataka, India beBeeAml Full time ₹ 9,00,000 - ₹ 12,00,000

    About this Role:As an Anti-Money Laundering (AML) and Know Your Customer (KYC) specialist, you will play a crucial role in client onboarding, performing Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) checks to ensure compliance with regulatory requirements.You will verify all documentation is accurate, investigate potential risks, and...

  • Client Onboarding Specialist

    2 days ago

    Bengaluru, Karnataka, India beBeeKybernetics Full time

    Job DescriptionWe are seeking a highly skilled KYC Analyst to join our team. The successful candidate will be responsible for client onboarding and exceptions in line with regulatory standards and jurisdictions.The KYC Analyst will provide regular communication to senior bank stakeholders on changes in KYC, AML and AFC areas and ensure any changes required...

  • Onboarding Expert

    1 day ago

    Bengaluru, Karnataka, India beBeeOnboarding Full time ₹ 15,00,000 - ₹ 20,00,000

    Onboarding Manager is a critical role in our organization.">The Onboarding Manager for HRO services is responsible for overseeing the end-to-end onboarding process for new employees, ensuring a seamless transition into the HRO system.This role includes coordinating with internal teams, aligning with client goals, and delivering an exceptional onboarding...

  • International Client Onboarding Manager

    3 weeks ago

    Bengaluru, Karnataka, India BiteSpeed Full time

    About The Role: We want to keep our customers for life. To do that, customer success is probably going to be our most important function and we want to treat it like that. So far our customer success function has been founder-led, we have a track record of 200+ 5-star reviews (which we openly brag about and the envious net negative churn (to the extent where...