Accounts and Onboarding Executive
3 days ago
Job Title: Accounts & Onboarding Coach
Location: Gurugram / NCR (or specify city)
Experience Required: 2 to 5 Years
Employment Type: Full-Time
About Health Click Away
Health Click Away is a fast-growing health-tech company dedicated to delivering top-quality health and wellness services through digital platforms, coaching, and personalized care. Our mission is to make health accessible, seamless, and proactive for everyone.
Role Overview
The Accounts & Onboarding Coach is responsible for ensuring new accounts (coaches, partners, or internal team members) are onboarded smoothly and efficiently. This role combines aspects of client/partner onboarding, coaching, account management, and process improvement. You will act as the bridge between new accounts/coaches and internal operations, ensuring clarity, compliance, and high satisfaction from day one.
Key Responsibilities
Account Onboarding & Setup
- Guide new accounts/coaches through the onboarding process — account creation, documentation, training, platform usage.
- Ensure all compliance checks, verifications and required documentation are completed.
- Set up access, permissions, profile/configuration on platforms/tools.
- Coaching & Training
- Provide training/coaching sessions (virtual or in person) on product/platform functionalities, best practices, and processes.
- Support new coaches/accounts to become productive quickly, helping them understand KPIs, workflows, and performance expectations.
- Account Management
- Maintain regular check-ins with new accounts/coaches over the first few weeks/months to monitor progress and address issues.
- Serve as point of contact for onboarding queries, troubleshooting problems, and escalating if needed.
- Process Improvement & Feedback Loop
- Collect feedback from newly onboarded accounts/coaches about the onboarding experience.
- Identify gaps, inefficiencies, and suggest improvements in onboarding documentation, tools, or workflows.
- Work closely with cross-functional teams (Product, Operations, Support, HR) to refine processes and improve time to onboard.
- Documentation & Reporting
- Maintain accurate and up-to-date onboarding checklists, materials, manuals.
- Track key metrics such as onboarding time, dropout rate, satisfaction, account activation rates.
- Report regularly to leadership on onboarding status, challenges, and success metrics.
Requirements
- Bachelor's degree in relevant field (Business, Health Science, Technology, etc.) or equivalent.
- 2-5 years of experience in onboarding, account management, or similar roles — ideally in health-tech,
- Strong communication and interpersonal skills; good at training, coaching.
- Must be process-oriented, detail-oriented, and comfortable handling documentation and compliance tasks.
- Tech-savvy: comfort learning new tools/platforms, helping others use them, troubleshooting minor issues.
- Ability to work cross-functionally and coordinate with multiple internal stakeholders.
- Good problem-solving mindset; ability to adapt and iterate based on feedback.
What We Offer
- Competitive salary aligned with current market standards.
- Performance-based incentives/bonus component.
- Opportunities for growth (senior roles in onboarding, account management, operations).
- Supporting tools, training and resources to succeed and scale.
- Collaborative work environment in a mission-driven health-tech company.
Job Type: Full-time
Pay: ₹25, ₹30,000.00 per month
Work Location: Remote
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