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Onboarding Process Executive

2 weeks ago

Gurgaon, Haryana, India QuickReply Full time US$ 9,00,000 - US$ 12,00,000 per year

Location:
In-office, Gurgaon

Work Schedule:
Full-time, Monday to Saturday, 9 AM – 6 PM

Flexibility:
On occasion, you may need to take
3–4 client calls per month
in the late evening from home. These hours can be adjusted against your daytime work hours.

About

is a WhatsApp Marketing Automation platform helping online businesses engage customers across their buyer journey — from the first visit to repeat purchases. We work with 900+ businesses in 29+ countries, sending 30M+ messages per month.

Role Overview

We're looking for a detail-oriented
Onboarding Process Executive
to own the end-to-end onboarding of new customers. You will be the first point of contact post-sale, ensuring every customer is successfully set up and ready to use Over time, you'll grow into managing smaller accounts, providing ongoing support, and driving their success.

Key ResponsibilitiesOnboarding (Primary – ~80% of role)

  • Serve as the main POC for new clients immediately after deal closure.
  • Understand client requirements and guide them through platform setup.
  • Coordinate with internal teams (Tech, Customer Success, Support) to ensure smooth activation.
  • Configure accounts, integrations (Shopify, CRMs, etc.), and WhatsApp API connections.
  • Train clients on product usage through video calls, screen shares, and documentation.
  • Monitor onboarding timelines and ensure go-live within committed deadlines.
  • Maintain onboarding checklists, trackers, and customer notes in CRM.

Account Management (Future Growth – ~20% initially)

  • Handle a portfolio of smaller accounts post-onboarding.
  • Build relationships to improve retention and upsell opportunities.
  • Identify customer issues early and coordinate solutions.
  • Share product updates and best practices with customers.

Requirements

  • 1–3 years of experience in onboarding, customer success, or implementation roles (SaaS/tech preferred).
  • Mandatory:
    Ability and willingness to work
    in-office at Gurgaon Sector 12A
    .
  • Comfortable occasionally taking
    3–4 late evening calls per month from home
    , with work hours adjusted accordingly.
  • Excellent communication skills (spoken & written English).
  • Strong problem-solving abilities and comfort with tech tools.
  • Ability to manage multiple customers and tasks at the same time.
  • Familiarity with CRMs, WhatsApp APIs, or eCommerce platforms (preferred).
  • Self-motivated, process-driven, and detail-oriented.

What We Offer

  • Opportunity to work closely with founders and senior leadership.
  • Clear career growth path into Account Management for small to mid-size accounts.
  • Learning environment with exposure to SaaS, marketing automation, and global clients.
  • Competitive salary and performance incentives.