
Client Onboarding Specialist
22 hours ago
Job Responsibilities
· Lead end-to-end customer onboarding: kickoff, implementation, testing, and go-live
· Manage multiple onboarding projects with timely milestone delivery
· Serve as primary customer contact during onboarding
· Design scalable, modular solutions based on client needs
· Support data integration (APIs, databases, CRMs, etc.)
· Collaborate with Product, Engineering, and Support to resolve issues
· Ensure smooth handover to Customer Success post-onboarding
· Deliver training and enablement to client teams
· Create and maintain documentation, playbooks, and training materials
· Drive process improvements and build reusable onboarding assets
Required Experience and Skills
· 3–6 years experience in Enterprise clients Onboarding, Solution Consulting, or Implementation roles in SaaS, Martech, or CDP domains
· Strong understanding of data platforms and martech ecosystems (e.g., CRM, communication channels, analytics, tools, API integrations)
· Proficiency in wireframing, preparing process flows, BRDs, Solution notes, User Stories with Acceptance criteria.
· Analytical and process-oriented mindset with attention to detail
· Exceptional communication and stakeholder management skills
· Ability to balance technical and business conversations with clients
· Familiarity with JSON, API docs, tags, or SQL is a plus
· BE/BTech/BCA/MCA Computer Science or IT, or equivalent relevant experience.
· MBA is a plus, but not mandatory
Why work with us?
· Opportunity to work with a fast growing global B2B SaaS startup
· Great growth opportunities and competitive, best-in-class remuneration
· A team of colleagues fuelled by collaboration and a company deeply committed to integrity and responsibility
-
Data Onboarding Specialist
2 weeks ago
Mumbai, Maharashtra, India MProfit Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany Profile:MProfit is a rapidly growing fintech company backed & funded by Rainmatter (by Zerodha) and other reputed investors. With the aim of empowering Indians to have clear visibility in their investments, MProfit provides wealth-tech solutions to Indian investors and wealth professionals.A powerful data insights platform, MProfit enables investors...
-
Onboarding Specialist
2 weeks ago
Mumbai, Maharashtra, India QX Global Group Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearWe're Hiring: US Onboarding Specialist (Mumbai | Night Shift) Shift: US Hours (Night Shift) Location: Mumbai (On- Site) Experience: 1–3 years Domain: Communication | Data Analysis | Stakeholder Engagement About the RoleWe're on the lookout for a smart communicator, data-savvy thinker, and confident stakeholder handler to step into a high-visibility role...
-
Client Onboarding
1 day ago
Mumbai, Maharashtra, India Orcapod Consulting Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year1 to 3 years of experience in financial industry within Operations roles. Client onboarding, Client relationship, Project Management, Derivative Operations Trade Support experience preferredTechnical understanding of transaction lifecycle in one or more asset classes (Rates, Credit and Equity OTC Derivatives, OTC Clearing, Listed Derivatives, FX, Sec...
-
Specialist, Marine Onboarding
7 days ago
Mumbai, Maharashtra, India Royal Caribbean Group Full time ₹ 5,00,000 - ₹ 10,00,000 per yearPosition Summary / Job PurposeThe Global Crew Readiness Operations Specialist is responsible for all aspects ofonboarding process relative to positions that fall under the category of Marine. High-level ofcompetencies in communication, planning, stakeholder management, and timemanagement are essential given the urgent and critical nature of these positions....
-
Customer Onboarding
21 hours ago
Mumbai, Maharashtra, India CSML GROUP Full time ₹ 5,00,000 - ₹ 12,00,000 per yearJob OverviewWe're looking for an enthusiastic and detail-oriented Customer Onboarding & Client Servicing Specialist to be a critical link between our product and our customers. This role is responsible for ensuring a seamless, positive experience for new clients as they integrate and begin using our platform or service. After the initial setup, you'll...
-
Onboarding Executive
7 days ago
Mumbai, Maharashtra, India T And M Services Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob Title: Onboarding Executive / SpecialistExperience: 0 2 YearsLocation: Dahisar, MumbaiIndustry: Recruit & StaffingAbout the RoleWe are seeking an experienced Onboarding Executive to ensure a smooth and seamless joining experience for our candidates. You will act as the bridge between candidates, clients, and internal teams, managing all pre- and...
-
Onboarding Specialist
1 day ago
Mumbai, Maharashtra, India Dezerv Full time ₹ 9,00,000 - ₹ 12,00,000 per yearDezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial...
-
Vendor Onboarding Specialist
1 week ago
Mumbai, Maharashtra, India Uniserved Tech Solutions Private Limited Full time ₹ 1,80,000 - ₹ 6,00,000 per yearCompany BackstoryTechlocal is a fast-growing service platform under Uniserved, building India's largest network of skilled local vendors across multiple service categories. Our verticals include AC services, kitchen chimneys, water purifiers (RO & non-RO), smart locks, refrigerators, washing machines, microwaves, vacuum cleaners, home theatres & sound...
-
Client Onboarding C09
2 weeks ago
Mumbai, Maharashtra, India Citi Full time ₹ 4,00,000 - ₹ 12,00,000 per yearDiscover your future at CitiWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewJob DescriptionThe Client Account Analyst I is a trainee...
-
Onboarding Specialist
5 days ago
Mumbai, Maharashtra, India GOODRICH MARITIME PVT. LTD Full time ₹ 9,00,000 - ₹ 12,00,000 per yearPre-Onboarding:Coordinate with recruitment and hiring managers to ensure a smooth transition from offer acceptance to joining.Send offer letters, collect pre-employment documents, and verify required credentials.Maintain and update the onboarding tracker and HR systems with candidate details.Provide new hires with clear communication regarding their joining...