Onboarding & Customer Relations

6 days ago


Gurugram Haryana, India Epoch Elder Care Full time

**Location**: Gurgaon & Pune

**Experience**: 7-8 years

**Mandatory minimum qualification**: Masters degree in any business or management course

Key Responsibility Areas (not specific to):

- **Onboarding new residents**: Be the single point of contact for families and teams to help prepare both parties to onboard the new resident successfully. Ensure all data points regarding the resident’s care requirements are conveyed to the team timely.
- Consultancy calls & services
- Maintaining a database on CRM.
- Inputting customer details in the system of various touchpoints with them.
- Keeping track of all the calls and updating them on CRM.
- Rigorous follow-ups with potential leads.
- Maintaining data of leads weekly and monthly.
- Understanding market competition and realigning teams on the same.
- Having flexibility over the weekend/holidays to speak with High Potential Leads.
- **Customer relationships & feedback**: Build and promote strong, long-lasting customer relationships and understanding of their needs. Be responsible for gathering customer feedback through:
- Annual customer feedback form
- Periodic customer feedback as and defined per client status
- Ensure all customer issues are acknowledged within 24 hours and resolved timely. Liaise with the care team and other departments if required to address customer concerns.
- **Industry development**:

- Responsible for maintaining referral database
- **Pricing**:

- Maintain data relative to customers, pricing and will document customer interactions
- **Customer contracts, documents & renewals**:

- To ensure that the customer agreements are signed on the day of move in / as per process defined
- Timely renewal of existing contracts before the expiry date.
- **Payments**: To ensure that timely payments are received from the customers and follow up in case of delays
- **CRM**: Create and implement CRM process for Epoch
- **Budget**: Create and manage sales budget

**Skills and Qualifications**: Masters degree in any business or management course, with 7-8 years of industry experience
- **Leadership and Motivation Skills** - motivates employees to reach sales goals and be able to effectively train, encourage, inspire and reward team members for their achievements
- **Customer Service** - understands what it takes to provide excellent service to elders and families
- **Communication and people skills** - need to be able to communicate all aspects of the sales operation to families, facility managers and team members
- **Computer skills** - ability to create and maintain sales records and reports
- Ability to travel


  • Onboarding Manager

    9 hours ago


    Gurugram, India Everest Fleet Full time

    About the Role As a Manager Onboarding, your role is pivotal in driving the success of our customer acquisition and engagement processes. You will lead a team of sales and onboarding specialists, guiding and motivating them to achieve sales targets and ensure smooth customer transitions onto our platform. Your responsibilities include overseeing the...


  • Gurugram, Haryana, India CSC (Corporation Service Company) Full time

    The Onboarding Associate will conduct Client Onboarding for various jurisdictions, file reviews to confirm that all Customer/ Client Due Diligence (CDD) and Know Your Customer/ Client (KYC) documentation is in hand and up to date, identifying where gaps exist and remediation is required; ensuring that the organization is in compliance with regulatory...


  • Gurugram, Haryana, India Onecom Full time

    **Join our Team as a Mobile Onboarding Administrator**: **Location: Gurgaon**: **About the role**: Are you detail-oriented, organised, and passionate about delivering a seamless customer experience? As a Mobile Onboarding Administrator, you’ll play a vital role in provisioning mobile products and services for our external customers. You’ll ensure orders...

  • Onboarding Specialist

    7 hours ago


    Gurugram, India Loop Subscriptions Full time

    Loopis one of the leading subscription management apps on Shopify helping D2C merchants to build the best subscription experience. Loop's all in one subscription management suite helps merchants to sell, manage and retain subscriptions and thus helping them to achieve the highest possible customer lifetime value. Since our launch in Oct, 2021 we have been...


  • Gurugram, Haryana, India Egreen Farms Pvt. Ltd. Full time

    **Job Title**: Customer Relations Executive (CRE) **Company**: Vegease **Location**: ASF Centre, Udyog Vihar, sector-18, Gurgaon **Employment Type**: Full-time **Experience**: 0-3 years **Industry**: E-commerce **About VegEase**: VegEase is on a mission to bring the freshest fruits and vegetables from local farms straight to customers’ doorsteps. We're...


  • Gurugram, Gurugram, India Policybazaar.com Full time

    Job Description About PolicyBazaar.com is India's leading digital insurance marketplace and one of the most valuable insur-tech companies globally. We started our journey in 2008; in 2018 we became just the third Unicorn in India and went public in 2021. Policybazaar is at heart a data and technology company that has revolutionized the insurance market in...

  • OTA Onboarding

    9 hours ago


    Gurugram, India SaasAro Full time

    Role Overview: We are looking for a motivated and detail-orientedOTA Onboarding /Technical OnboardingInternto join our team. In this role, you will support hotels in setting up and managing their property listings on leading Online Travel Agencies (OTAs) such as , Expedia, Agoda, and MakeMyTrip. You will play a key role in ensuring smooth onboarding,...


  • Gurugram, India Epoch Elder Care Full time

    Key Responsibility Areas: Onboarding new residents: Be the single point of contact for families and teams to help prepare both parties to onboard the new resident successfully. Ensure all data points regarding the residents care requirements are conveyed to the team timely. Consultancy calls & services Maintaining a database on CRM. Inputting customer...


  • Faridabad, Haryana, India xcel marketing Full time

    **Job description** **Key Responsibilities**: - **Onboarding Process**: - Facilitate the onboarding process for new clients. - Ensure timely and accurate account creation for clients. - Provide support and guidance to clients throughout the onboarding process. - **Document Handling**: - Collect, verify, and manage all necessary documents from clients. -...


  • Gurugram, Haryana, India Excellanto Full time

    **Role & responsibilities** - Create and manage onboarding campaigns and onboarding journeys to ensure all new users have a smooth and successful experience. - Outbound calling process. - Act as the main point of contact for clients(Agents) and handle any issues or concerns they may have through calls. - Deliver training and support to new users, either...