Onboarding Client Specialist

About MyOperator MyOperator is a Business AI Operator, a category leader that unifies WhatsApp, Calls, and AI-powered chat & voice bots into one intelligent business communication platform. Unlike fragmented communication tools, MyOperator combines automation, intelligence, and workflow integration to help businesses run WhatsApp campaigns, manage calls, deploy AI chatbots, and track performance — all from a single, no-code platform. Trusted by 12,000+ brands including Amazon, Domino's, Apollo, and Razorpay, MyOperator enables faster responses, higher resolution rates, and scalable customer engagement — without fragmented tools or increased headcount.

Job Description

Role Overview

Deliver end-to-end client onboarding including setup, integrations, WhatsApp & Google My Business (GMB) configuration, and product training, ensuring a seamless client experience and measurable satisfaction.

Key Responsibilities

Client Onboarding & Setup

● Complete onboarding sessions per day.

● Ensure onboarding completion within SLA (90% target)

● Deliver setup accuracy and configuration success for CRM, WhatsApp & GMB

● Handle setup, integrations, WhatsApp, GMB, and training in one unified call Training & Client Enablement

● Conduct live product demonstrations and walkthroughs

● Train clients on platform usage including dashboard, analytics, and reports

● Share support documentation and product guide reference sheets

● Ensure 100% training completion rate per session

● Achieve CSAT/NPS Score Process Adherence & CRM Documentation

● Maintain complete and accurate CRM records

● Update session outcomes in Zoho CRM same day

● Capture all session details including trainer, setup notes, feedback

● Track and manage re-onboarding cases accurately

● Ensure 100% feedback capture via Call Rating System Collaboration & Communication

● Coordinate with Account Managers for pre-session confirmation

● Collaborate with Support Team for timely post-onboarding handoff

● Handle escalations within 1 business day SLA

● Attend weekly and monthly review meetings Quality & Continuous Improvement

● Maintain error rate

● Incorporate client and CS feedback for process improvements Automation & System Efficiency

● Ensure correct calendar-booking automation

● Validate CRM & Google Calendar sync

● Report automation errors within 12 hours

● Maintain slot utilization rate

Qualifications

● 2–3 years of experience in Customer Success, client onboarding, or technical training within SaaS or enterprise communication platforms.

● Strong proficiency in Zoho CRM, Google Calendar, and hands-on experience with CRM workflows, automation, and integrations.

● Practical understanding of API integrations, webhooks, onboarding automation tools, and troubleshooting technical issues during live sessions.

● Experience working with WhatsApp Business API and Google My Business (GMB), with the ability to configure and optimize related setups.

● Excellent verbal and written communication skills, with strong presentation and training capabilities.

● Ability to manage multiple client sessions daily, prioritize tasks effectively, and maintain high attention to detail.

● Customer-centric mindset with empathy, problem-solving strengths, and the ability to collaborate with cross-functional internal teams.

● Preferred: Experience in telecommunications or enterprise software, familiarity with call routing/IVR systems, and prior exposure to the MyOperator platform.

● A track record of driving positive client outcomes, including high CSAT/NPS scores. Additional Information

● Competitive compensation with performance-based incentives and annual merit reviews.

● Health insurance coverage along with wellness and mental health support.

● Professional development through training programs, certifications, and clear growth paths.

● Modern workplace with supportive culture and access to the latest tools and technology.

Join us at MyOperator and be part of a dynamic team that is transforming the way businesses communicate. We offer competitive compensation, comprehensive benefits, and ample opportunities for growth and career advancement. Apply today and embark on an exciting journey with us