Accounts and Onboarding Executive

4 days ago

Remote, India Health Click Away Full time ₹ 3,00,000 - ₹ 3,60,000 per year

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

  • Onboarding Executive

    2 weeks ago

    Remote, India Frontpoint Health Full time

    **About Frontpoint Health**: At Frontpoint Health, we are dedicated to delivering compassionate, high-quality care to patients in the comfort of their homes. Our team works tirelessly to ensure our services meet the diverse needs of our clients and their families. We are seeking a passionate and organized Onboarding and Learning Specialist to join our HR...

  • Merchant Onboarding Executive

    5 days ago

    Remote, India Datastraw Technologies Pvt Ltd Full time ₹ 2,40,000 - ₹ 4,80,000 per year

    Shift Timing: 10:00 am - 7:00 pm IST (Rotational Weekly Offs)Working Days: 6 days a week, including Sundays & public holidaysSalary Range: Up to ₹20,000/monthCompany OverviewDatastraw is a tech-enabled, people-driven solutions partner, helping small and medium enterprises streamline and scale their backend operations. We specialize in automating backend...

  • Vendor Onboarding executive

    3 days ago

    Remote, India HORECASTORE Full time ₹ 3,00,000 - ₹ 4,50,000 per year

    About the RoleWe are seeking a detail-oriented and proactive Vendor Onboarding Specialist to join our team. The ideal candidate will be responsible for managing end-to-end vendor onboarding, ensuring smooth product and category listings, and maintaining strong vendor relationships to support our marketplace operations.Key ResponsibilitiesManage the vendor...

  • Partner Onboarding Executive

    2 weeks ago

    Remote, India Orbitra technologies Pvt. Ltd Full time

    **Job Summary** Trrip by Orbitra Technologies is a growing aggregator platform that connects travelers with the best restaurants, shops, and activity providers at tourist destinations. We’re looking for a motivated and confident individual who can reach out to potential partners, explain our value proposition, and get them onboarded to our platform. This...

  • Onboarding Consultant

    2 days ago

    Remote, India Pinnacle Global Group Full time ₹ 7,20,000 per year

    Job Title: Onboarding Consultant – Free Government-Funded Beauty Training CoursesLocation: RemoteWorking Hours: UK Business HoursNote: We are looking for an experienced Onboarding Consultant/Business Development Executive with prior experience working for UK companies and handling UK clients.Experience within the beauty or training industry would be a...

  • Account Assistant/executive

    5 days ago

    Remote, India Gehi's Immigration and International Legal Services Full time

    Designation : Accounts Executive / Assistant Functional Area Accounting Employment Type Full Time, Permanent Role Category Accounting Job description: 1)Strong analytical and accounting skills 2) Strong communicator (written and verbal) 3) Ability to work independently with mínimal supervision, and as part of a team 4) Proficiency in Word, Excel, and...

  • Hotel Onboarding Caller Executive

    2 weeks ago

    Remote, India HTMLMyDesign Full time

    We are looking for a friendly and hardworking Telecaller with atleast 2 year of experience to join our team! Your main job will be to call hotels, homestays, and guesthouses, explain our services, and help them join our platform. If you are good at talking to people, convincing them, and building strong relationships, we would love have you onboard in our...

  • Customer Onboarding

    3 hours ago

    Remote, India SuperProcure Full time

    **Department***:Customer Support & Customer Success** **Location** : Remote** **Job Summary** We are looking for an Customer Onboarding & Customer Success - Trainee who will be responsible for smooth implementation & onboarding of SuperProcure software in new accounts. The person will also be responsible for existing customer retention and success by...

  • Account Executive

    2 weeks ago

    Remote, India Abhiman Innovations Pvt Ltd Full time

    **About the Role** As an Account Executive at PollPe, you'll be responsible for closing deals with qualified prospects and driving revenue growth. You'll work with inbound leads and outbound prospects to demonstrate how PollPe's platform can transform their customer feedback processes. **Key Responsibilities** - Manage full sales cycle from qualified lead...

  • Project and Client Onboarding Director

    2 weeks ago

    Remote, India Unify CX Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    UnifyCX, is growing, and we are looking for an experienced Project and Client Onboarding Director to join our motivated and ambitious team. What Will You Do?As Project and Client Onboarding Director, you facilitate and coordinate people and processes to ensure that all projects are delivered on time and produce the desired results for multiple projects. You...