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Client Onboarding Specialist expand_more

2 weeks ago

Hyderabad, Telangana, India Vaave Full time ₹ 25,000 - ₹ 3,00,000 per year
Responsibilities:

A Client Onboarding Specialist plays a pivotal role in ensuring a seamless transition for new clients, setting the stage for a long-term relationship with the company. They bridge the gap between sales and customer success teams, ensuring clients derive maximum value from the platform or service.

  • Develop and execute a structured onboarding process tailored to each client.
  • Set clear expectations and timelines during the onboarding phase.
  • Conduct training sessions (live or recorded) to familiarize clients with the product's features and functionalities.
  • Assist clients in setting up and customizing their accounts.
  • Support clients with data migration and platform integrations, ensuring accuracy and security.
  • Identify and address client challenges during onboarding.
  • Escalate technical issues to the appropriate internal teams and follow up to ensure resolution.
  • Create and provide onboarding materials, including guides, FAQs, and checklists.
  • Ensure clients have access to relevant support resources.
  • Establish strong relationships to foster trust and confidence in the company.
  • Act as a point of contact for feedback and ensure client satisfaction.
  • Work closely with sales, customer success, and product teams to ensure alignment.
  • Communicate client feedback and onboarding insights to internal stakeholders for continuous improvement.
  • Track client onboarding progress using CRM or project management tools.
  • Monitor key metrics (e.g., time to onboard, feature adoption) to ensure onboarding success.
  • Proactively identify and address potential churn risks during onboarding.
  • Guide clients toward achieving early wins and measurable outcomes.

Continuously refine the onboarding process based on client feedback and company objectives.

Key Skills/Activities:
  • Proficiency in SaaS platforms and related technologies.
  • Knowledge of CRM tools and integrations (e.g., Zoho CRM).
  • Basic understanding of APIs and data migration.
  • Strong verbal and written communication for client interactions.
  • Active listening to understand client requirements and concerns.
  • Persuasive and empathetic approach to foster client trust.
  • Ability to manage multiple clients and deadlines simultaneously.
  • Proficiency in tools like Trello, Asana, or for task tracking.
  • Problem-solving skills for troubleshooting onboarding challenges.
  • Data-driven mindset to monitor onboarding metrics and success.
  • Capability to analyze client feedback for actionable improvements.
  • Familiarity with the B2B SaaS market and client expectations.
  • Understanding of specific industries the platform serves.
Experience:

0-2 years

Remuneration:

INR INR 25000 Per Month

Location:

Hyderabad (In Office Only)