Customer Onboarding Executive

5 days ago

Surat Gujarat, India Suvit Full time

**Experience**: 1-3 Years

**Location**: Surat (On-site)

**Department**: Customer Success /After-Sales

**Employment Type**: Full-time

**About Suvit**

Suvit.io is an AI-powered SaaS platform that helps businesses and accounting professionals automate their daily data entry and accounting operations with speed, accuracy, and intelligence.

We’re on a mission to simplify finance workflows and make automation accessible to every business.

If you are passionate about technology, customer relationships, and helping users get the best out of digital products, this role is for you

**About the Role**

We are looking for a Customer Onboarding Executive who will ensure a seamless onboarding journey for our customers after the sales process is complete. You will help customer set up their accounts, integrate tools like Tally, and guide them in using Suvit’s automation features effectively.

Your goal: make customers feel confident, supported, and successful from day one.

**Key Responsibilities**
- Act as the first point of contact for new customers after the sale is confirmed.
- Manage the entire onboarding process — from account setup to successful implementation.
- Assist clients in integrating Suvit with Tally or other accounting software.
- Conduct training sessions and product demos to help users understand Suvit’s automation tools.
- Collaborate with the Sales, Support, and Product teams to ensure a smooth customer journey.
- Monitor customer progress and follow up until onboarding completion.
- Record client feedback, identify common challenges, and suggest improvements in the onboarding experience.
- Maintain accurate records in CRM and ensure timely communication at each onboarding stage.
- Transition clients smoothly to the Customer Success or Renewal team post-onboarding.

**Requirements**:

- Bachelor’s degree in Business Administration, Commerce, Accounting, or related field.
- 1-3 years of experience in client onboarding, implementation, or customer success — preferably in SaaS, accounting, or fintech domains.
- Understanding of Tally ERP / accounting workflows is a plus.
- Excellent communication and coordination skills.
- Strong problem-solving attitude with customer empathy.
- Experience with CRM tools (e.g., HubSpot, Zoho) will be an advantage.
- Ability to manage multiple clients and deliver within deadlines.

**Why Join Suvit.io**
- Be part of an AI-driven SaaS company revolutionizing the accounting world.
- Work in a fast-paced, innovation-led culture where your ideas matter.
- Opportunity to interact directly with business owners, CAs, and finance teams.
- Growth-focused environment with continuous learning and recognition.

  • Customer Onboarding Executive

    20 hours ago

    Katargam, Surat, Gujarat, India Suvit Fintech Pvt Ltd Full time

    **Experience**: 1-3 Year s**Location**: Surat (On-site) **Department**: Customer Success /After-Sales **Employment Type**: Full-time **About Suvit** Suvit.io is an AI-powered SaaS platform that helps businesses and accounting professionals automate their daily data entry and accounting operations with speed, accuracy, and intelligence.We’re on a...

  • Customer Onboarding Executive

    4 days ago

    Surat, Gujarat, India SuviT Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Experience: 1–3 YearsLocation: Surat (On-site)Department: Customer Success /After-SalesEmployment Type: Full-timeAbout Suvit is an AI-powered SaaS platform that helps businesses and accounting professionals automate their daily data entry and accounting operations with speed, accuracy, and intelligence.We're on a mission to simplify finance workflows and...

  • Customer Onboarding

    5 days ago

    Surat, Gujarat, India Yanolja Cloud Solution Full time

    **Job Responsibilities (but not limited to)**: - ** Client Onboarding**: Coordinate the onboarding process for new clients, ensuring a smooth and efficient transition onto our platform. - ** Needs Analysis**: Conduct in-depth needs analysis with clients to understand their requirements and customize solutions accordingly. - ** Training**: Provide...

  • Customer Onboarding

    3 days ago

    Surat, Gujarat, India Yanolja Cloud Solution Full time

    **Overview**: Yanolja Cloud Solution Pvt. Ltd. (YCS); formerly eZee Technosys, is a global end-to-end hospitality technology provider specializing in solutions for small and medium-sized accommodation businesses. With more than 400+ Team members, and 17+ years of experience, YCS currently has 33,000+ customers in over 170 countries, with 50+ supported...

  • Customer Onboarding Executive

    19 hours ago

    Vadodara, Gujarat, India H&M Virtual Services Full time

    **Prerequisites**: - You should have fluent English - You should be able to work from 3:30 a.m. to 12:30 p.m. (Early Morning Shift) **About the company**: H&M Virtual Services Pvt Ltd. is one of the leading backed services providers in Australia. Our major clients are Australian-based solar retailers who sell solar panels in Australia. with a team of...

  • Customer Onboarding

    2 weeks ago

    Surat, Gujarat, India Yanolja Cloud Solution Full time

    **Roles & Responsibilities** - New customer onboarding - Be able to understand the nature of client issues and resolve them in a timely and efficient manner. - Self-motivated and be team player. - Maintain policies and procedures when working with clients and provide appropriate information. - Collaborate with team members on knowledge transfer, procedures,...

  • Customer Onboarding and Support Executive

    1 week ago

    Surat, India eZee Technosys Pvt. Ltd. Full time

    **Job Responsibilities (but not limited to)**: - **Client Onboarding**: Coordinate the onboarding process for new clients, ensuring a smooth and efficient transition onto our platform. - **Needs Analysis**: Conduct in-depth needs analysis with clients to understand their requirements and customize solutions accordingly. - **Training**: Provide comprehensive...

  • Customer Onboarding

    19 hours ago

    Surat, Gujarat, India Yanolja Cloud Solution Pvt. Ltd. Full time

    **Organizational Overview**: - Yanolja Cloud Solution Pvt. Ltd. (YCS); formerly eZee Technosys, is a global end-to-end hospitality technology provider specializing in solutions for small and medium-sized accommodation businesses. - With more than 450+ Team members and 17+ years of experience, YCS currently has 33,000+ customers in over 170 countries, with...

  • Customer Onboarding

    2 weeks ago

    Surat, Gujarat, India Yanolja Cloud Solution Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Roles & ResponsibilitiesNew customer onboardingBe able to understand the nature of client issues and resolve them in a timely and efficient manner.Responsible for resolving client issues via Live Chat, Email, Phone, and Remote software.Self-motivated and be team player.Maintain policies and procedures when working with clients and provide appropriate...

  • Customer Onboarding

    3 days ago

    Adajan, Surat, Gujarat, India Yanolja Cloud Solution Full time

    **Job Responsibilities (but not limited to)**: - **Client Onboarding**: Coordinate the onboarding process for new clients, ensuring a smooth and efficient transition onto our platform. - **Needs Analysis**: Conduct in-depth needs analysis with clients to understand their requirements and customize solutions accordingly. - **Training**: Provide comprehensive...