Onboarding Specialist

4 weeks ago


Gurugram Gurugram India Loop Subscriptions Full time

Job Description Key Responsibility Area - Merchant Kickoff & Engagement Send kickoff invites within 24 hours of sales handoff. Lead onboarding calls to understand merchant goals, setup requirements, and timelines. Maintain proactive weekly touchpoints (kickoff, progress updates, handover communication). - Solutioning & Setup Configure subscription setups based on merchant needs. Collaborate with Implementation Engineering for technical solutions. Work with the Migration team to validate and execute subscription data imports. - Project & Timeline Management Align milestones, timelines, and dependencies to move merchants to go-live. Track onboarding progress in Salesforce, Sheets, and internal dashboards. Escalate risks early when delays or product gaps impact merchant experience. - Merchant Experience & Retention Ensure subscription widget go-live and migration completion. Communicate with empathy during delays, escalations, or product limitations. Collect structured feedback and share with Product and Success teams. - Handover to Success Team Deliver a fully updated onboarding document at handover. Confirm merchants feel confident using Loop before transition. Minimize churn during onboarding and in the first 30 days post-handover. Qualifications - 2-4 years in SaaS onboarding, customer success, or implementation roles. - Strong project management and organizational skills. - Ability to solutionize for diverse merchant use cases - Comfort with tools like Salesforce, Google Sheets, Slack, and Shopify ecosystem apps. - Excellent written and verbal communication; empathetic and proactive with customers. - Experience working cross-functionally with technical and non-technical teams. - Able to maintain good calendar hygiene


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