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Onboarding Executive

1 week ago

Ernakulam, India Checkout Point Technologies Private Limited Full time

Job Title: Onboarding Agent

Job Description: We are seeking a dynamic and customer-oriented Onboarding Agent to join our team. As an

**Responsibilities**:

- Serve as the primary point of contact for new customers, facilitating a smooth onboarding experience from initial engagement to successful product or service adoption.
- **Language Proficiency : English & Hindi**:

- Engage with customers to understand their specific requirements, goals, and expectations during the onboarding process.
- Guide and educate customers on the steps involved in onboarding, including account setup, system configuration, and product or service training.
- Collaborate with cross-functional teams, such as sales, customer success, and technical support, to ensure a coordinated and cohesive onboarding process.
- Provide clear and concise instructions to customers regarding the setup and usage of our products or services.
- Address customer inquiries and troubleshoot issues promptly and effectively, escalating complex problems to the appropriate team members when necessary.
- Maintain accurate and up-to-date records of customer interactions, progress, and feedback throughout the onboarding process.
- Conduct post-onboarding follow-ups to ensure customer satisfaction, identify opportunities for improvement, and gather feedback.
- Stay updated on product or service enhancements and new features, and effectively communicate these updates to customers.
- Contribute to the development and improvement of onboarding processes, resources, and training materials.

**Requirements**:

- High school diploma or equivalent; additional education in a relevant field is a plus.
- Proven experience in a customer-facing role, such as customer service, account management, or onboarding.
- Excellent communication skills, both written and verbal, with the ability to convey technical concepts to non-technical audiences.
- Strong interpersonal skills and the ability to build rapport and establish trust with customers.
- Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
- Problem-solving and critical-thinking abilities to address customer inquiries and troubleshoot issues.
- Proficiency in using Enterprise Resource Planning (ERP) software and other relevant tools is a plus.
- Adaptability and willingness to embrace change in a dynamic and evolving organization.
- Strong attention to detail and commitment to delivering a high level of customer satisfaction.

**Salary**: From ₹15,000.00 per month

**Benefits**:

- Health insurance
- Leave encashment
- Provident Fund

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Ernakulam, Kerala: Reliably commute or planning to relocate before starting work (required)

Work Location: In person