Client Onboarding

1 month ago


Pune Maharashtra, India Outmarch Full time

Job Summary
Outmarch is a fast-growing retail startup searching for flexible go-getters who welcome the challenge of meeting the needs of a growing business. We’re specifically looking for a customer success specialist who will roll up their sleeves and lead a team from inside the trenches.

Objectives of this Role:

- Own overall relationship with assigned clients, which includes managing on-boarding, implementation, training, increasing adoption, ensuring retention, and high levels of customer satisfaction.
- Establish a trusted and strategic advisor relationship to help drive continued value of our products and services.
- Maintain and develop customer success strategies and best practices, as well as customer support content.
- Communicate effectively with both internal and external senior-level management to understand customer needs, maximize retention and growth, and communicate learning.
- Maintain existing customer success metrics and data as directed.

Responsibilities**:Owns the overall relationship with customers.**
- Builds relationships with customers to become a trusted advisor, oversee adoption of Outmarch products and services, and continually promote best practices.
- Accelerate the contract renewal process and ensure customer satisfaction.
- Manage customer onboarding process.
- Own the quality of product and provide feedback to the development team.
- Build test plans to ensure product test coverage.
- Help troubleshoot product issues.
- Create and update Customer Success Playbooks.
- Actively monitor implementation success, identify areas for improvement, and strategize with leadership and cross functional teams advocating for the customer.
- Accurately maintain a forecast of renewals and a dashboard of customer status.
- Resolve conflicts and provide solutions to customers promptly.
- Assist in driving cross-departmental resolution handling to prevent larger issues.
- Collaborates with sales staff to ensure growth attainment and increased footprint.
- Work with marketing and sales staff to gather data elements for sales enablement content.

Qualifications:

- Bachelor’s degree
- 2+ years prior experience in renewals, account management, customer success, or another client-facing role in a software company, preferably Software as a Service (SaaS)'
- Strong oral and written communication skills.
- Strong leadership skills
- Ability to handle a heavy workload and multiple projects with frequent interruptions.
- Prior experience communicating and strategizing with stakeholder level primary contacts.
- Must be comfortable working in a fast-growing startup SaaS environment.
- Experience working with cross-functional teams (e.g. Sales, Engineering, Marketing, Services)
- Strong attention to detail and time management

Why you should apply**:A great team-oriented environment.**
- **The freedom to be creative and make a difference.**:

- As a key member of the team, you will directly help shape the future of retail solutions.
- You will be surrounded by passionate entrepreneurs who have lots of experience in solving real-world problems We’re a small, tight-knit team doing big things.
- We value the curiosity to learn more, and the ability to solve hard problems. We reward innovation, creativity, initiative, and teamwork

Pay: Up to ₹400,000.00 per year

Schedule:

- Day shift

Ability to commute/relocate:

- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- This is an in-office role based in Nal Stop, Pune. Are you willing to commute to the office ? We work 5 days a week - Monday to Friday.

**Experience**:

- customer success: 1 year (required)

**Location**:

- Pune, Maharashtra (required)


  • Client Onboarding

    6 months ago


    Mumbai, Maharashtra, India Esynergies Services Full time

    Experience min 1 years Salary 15k Location western line Mumbai Skill - : new client onboarding coordinate with him Digital marketing, and social media handling Client onboarding needed **Job Types**: Full-time, Part-time, Temporary Contract length: 3 months Pay: ₹8,756.80 - ₹14,718.01 per month Expected hours: 42 per week **Benefits**: - Health...

  • Client Onboard Rep 5

    6 months ago


    Pune, Maharashtra, India Citi Full time

    The Custody Client Onboarding Junior Analyst role will be focused on providing support to Implementation Managers, Client Service officers, Client executives and other stakeholders on all Client Onboarding, maintenance, and account closure related matters. This role will ensure Account Maintenance activities are compliant with required standards & all...


  • Pune, Maharashtra, India BNY Full time

    Become a key player in our Pershing India Operations team as a Senior Associate, Client Onboarding/Transitions/Conversions/KYC. Located in Pune, MH –HYBRID, this role offers an exciting opportunity to make a significant impact in the financial services industry.As a Conversion analyst, you will be responsible for data transmission from clients to our...


  • Mumbai, Maharashtra, India Jefferies & Company, Inc. Full time

    **Role** Working with the London Client On-Boarding team, the incumbent will support the equity and fixed income divisions in the APAC region with processing new business client onboarding requests. The role will involve liaison with other Jefferies areas such as Front and Middle Offices, Legal, Compliance and Static Data. **Key Responsibilities** -...


  • Pune, Maharashtra, India THE BANK OF NEW YORK MELLON CORPORATION Full time

    As a Client Onboarding Specialist at THE BANK OF NEW YORK MELLON CORPORATION, you will play a critical role in delivering exceptional client experiences. Located in Pune, this hybrid role offers a unique opportunity to make a meaningful impact.About the RoleThis position is part of our Client Activation team, responsible for providing quality support to...


  • Pune, India 12542 Citicorp Services India Private Limited Full time

    The Client Onboard Rep 5 performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in...

  • Client Coordinator

    6 months ago


    Kandivali, Mumbai, Maharashtra, India Client of Peoplelan LLP Full time

    **Job Summary**: As a Client Coordinator at Being Wealthy, you will play a crucial role in supporting our client services team to ensure clients receive outstanding support and assistance. You will work closely with senior client coordinators and managers to build and maintain client relationships, address inquiries, and facilitate the successful delivery of...


  • Pune, Maharashtra, India BNY Full time

    Job SummaryWe are seeking a highly skilled Risk Management Specialist to join our Corporate Trust team in Pune, India. As a key member of our team, you will be responsible for facilitating client onboarding and ensuring seamless transaction setup.About the RoleThis is an exciting opportunity to work with a leading global financial services company like BNY....

  • Client Onboard Rep 5

    6 months ago


    Pune, India Citi Full time

    The Client Onboard Rep 5 performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in...


  • Pune, Maharashtra, India AllianceBernstein Full time

    Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition...

  • Client Onboarding

    1 month ago


    Erandwane, Pune, Maharashtra, India Outmarch Full time

    Job Summary Outmarch is a fast-growing retail startup searching for flexible go-getters who welcome the challenge of meeting the needs of a growing business. We’re specifically looking for a customer success specialist who will roll up their sleeves and lead a team from inside the trenches. Objectives of this Role: - Own overall relationship with...


  • Pune, Maharashtra, India Madison Logic Full time

    Company OverviewAbout Madison Logic:We empower B2B organizations globally to convert their best accounts faster.SalaryThe estimated salary for this role is $70,000 per year.Job DescriptionClient Onboarding and Support SpecialistAs a Client Onboarding and Support Specialist, you will be responsible for meeting established SLAs in providing Madison Logic's B2B...

  • Associate, Client

    6 months ago


    Pune, Maharashtra, India BNY Mellon Full time

    Overview Associate II (Grade H), Client Onboarding, FX Onboarding & Transition Management Group - TMG Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in...

  • Associate, Client

    6 months ago


    Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    Associate II (Grade H), Client Onboarding, FX Onboarding & Transition Management Group - TMG Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets,...


  • Pune, Maharashtra, India Citi Full time

    **Responsibilities**: - Responsible for customer interaction, documentation issuance, review and system setups. - Demonstrates high level of diligence, motivation and organizational skills. - Focuses on timely and accurate delivery of all account opening functions, as well as delivering excellent customer service and resolution of customer issues. -...

  • Avp Onboarding Qc

    7 months ago


    Pune, Maharashtra, India Barclays Full time

    Job Title: AVP Onboarding QC Location: Pune About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of...

  • Associate, Client

    6 months ago


    Pune, Maharashtra, India BNY Mellon Full time

    Overview Client Onboarding/Transitions/Conversions - IC1Under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to...


  • Pune, Maharashtra, India BNY Mellon Full time

    Overview Client Onboarding/Transitions/Conversions - S3Supports more complex client onboarding/transition/conversion projects through a diverse set of operational activities. Responsible for set-up of new clients and maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based...


  • Pune, Maharashtra, India Poonawalla Fincorp Full time

    Job OverviewPoonawalla Fincorp is seeking a seasoned Strategic Onboarding Specialist to spearhead the customer onboarding lifecycle, ensuring seamless and efficient integration of new clients.About the RoleThis key position will oversee the entire customer onboarding process, from application submission to account activation. The ideal candidate will develop...


  • Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    Client Onboarding/Transitions/Conversions - S3Supports more complex client onboarding/transition/conversion projects through a diverse set of operational activities. Responsible for set-up of new clients and maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based on...