Tresata Customer Onboarding Specialist

3 weeks ago


Bengaluru, India Tresata Full time

WHO WE ARE LOOKING FOR

A Tresata Customer Onboarding Specialist (COS), is responsible for guiding customers through the onboarding process, gathering necessary information, and facilitating communication between internal teams and clients to ensure their needs are met.

As part of our global DevOps team, COS will collaborate closely with development, operations, and other cross-functional teams to ensure the continuous learning, feedback, and documentation of Tresata Product

As a COS, you will:

  • Engage with customers to understand their specific requirements, objectives, and their specific use cases.
  • Assist users on required documentation, setting up accounts, and facilitating training sessions.
  • Ensure all necessary documentation is created and compliance requirements are met during the onboarding process.
  • Ensure that users are a part of the Tresata community and track  their active engagement on the platform.
  • Serve as the primary point of contact for customers during the onboarding process, providing regular updates and addressing any questions or concerns.
  • Collaborate with internal teams, including sales, platform support, and product development, to ensure a smooth handover from sales to onboarding and ongoing support.
  • Provide training and support to users on the Tresata Product.
  • Gather feedback from users throughout the onboarding process to identify areas for improvement.
  • Maintain knowledge base of user interactions, onboarding progress, and any issues encountered, and present regular reports to the stakeholders.
  • Stay informed about updates and changes in the product to ensure the team is well-equipped to address user inquiries. 
  • Establish and enforce quality assurance measures, ensuring that client onboarding adheres to the highest standards.
  • Ad hoc general client support responsibilities

Requirements

WHAT SKILLS/EXPERIENCE YOU NEED TO BRING

  1. Bachelor’s Degree in Information Management or relevant field required
  2. 4+ years of experience in customer engagement / customer success teams is required, SaaS/Tech industry experience preferred
  3. Excellent communication and presentation skills
  4. Ability to work under pressure with a high level of perseverance.
  5. Strong documentation skills.
  6. Good understanding of Data functions and familiarity with AI

MORE TO KNOW

  • Working From: Charlotte, New York (USA), London (UK), Singapore, Bengaluru (IN) & Sydney (AUS) 
  • Travel: Moderate
  • Manager of Others: Yes
  • Physical Requirements: Prolonged sitting/standing and computer use

We do not discriminate based on race, color, religion (or creed), gender, gender expression, age, national origin, disability, marital status, sexual orientation or military status.

Benefits

WHY WORK AT TRESATA

Tresata is a fast-growing developer of AI-powered software systems used for data analysis at absolute scale.  Our Company has been built by a passionate, hungry, hard-working team of brilliant minds, innovators, and life-long learners. We actively invest in our people, their ideas and their potential, and fundamentally believe that our differences strengthen us.  Our mission - to ENRICH LIFE – unifies us as a team & summarizes the lens through which we evaluate the use cases we go after and the companies with whom we partner.

  • Who you will work with…. Those hell-bent on solving audacious problems, as well as industry leaders (including C-suite executives) both within and outside the company.
  • What will you get to do…. Redefine what’s possible by building bigger, bolder, & brighter solutions with cutting edge technology - the World has problems, and we create solutions to build a better future. 
  • Where will your career go…. For us, career paths can be nonlinear too (think more of a jungle gym than a ladder) You can specialize or chart a path that you create. We believe in rapid career advancement for those hungry enough to step up to the challenge & bold enough to continuously embrace new opportunities.

If you give back more than you give in...if you live to crack the hardest codes…then Tresata is for you. 



  • Bengaluru, India Tresata Full time

    A Technical Support Manager (TSM), is responsible for managing product users, routing and assigning requests to the support team and onboarding team, managing SLAs (Service Level Agreements), active reporting, and monitoring product users and billing on Stripe involves a combination of leadership, technical, and customer-centric responsibilities.As part of...


  • Bengaluru, India Tresata Full time

    A Technical Support Manager (TSM), is responsible for managing product users, routing and assigning requests to the support team and onboarding team, managing SLAs (Service Level Agreements), active reporting, and monitoring product users and billing on Stripe involves a combination of leadership, technical, and customer-centric responsibilities.As part of...


  • Bengaluru, India Tresata Full time

    A Technical Support Manager (TSM), is responsible for managing product users, routing and assigning requests to the support team and onboarding team, managing SLAs (Service Level Agreements), active reporting, and monitoring product users and billing on Stripe involves a combination of leadership, technical, and customer-centric responsibilities.As part of...


  • Bengaluru, India Tresata Full time

    A Tresata DevOps Manager (TDM), is responsible for leading and managing the DevOps team, driving the adoption of DevOps best practices, and implementing automation strategies to streamline the delivery process.  As part of our global DevOps team, TDM will collaborate closely with development, operations, and other cross-functional teams to ensure the...


  • Bengaluru, India Tresata Full time

    A Tresata DevOps Manager (TDM), is responsible for leading and managing the DevOps team, driving the adoption of DevOps best practices, and implementing automation strategies to streamline the delivery process.  As part of our global DevOps team, TDM will collaborate closely with development, operations, and other cross-functional teams to ensure the...


  • Bengaluru, India Tresata Full time

    A Tresata DevOps Manager (TDM), is responsible for leading and managing the DevOps team, driving the adoption of DevOps best practices, and implementing automation strategies to streamline the delivery process.As part of our global DevOps team, TDM will collaborate closely with development, operations, and other cross-functional teams to ensure the...


  • Bengaluru, India Tresata Full time

    We are currently looking for a Senior Backend Engineer to join our Core engineering team. In this role, you will collaborate with cross functional teams including front-end developers, product managers, and DevOps engineers, to build and maintain reliable and robust systems that meet the needs of our customers.Required SkillsGood knowledge of the full...


  • Bengaluru, India Tresata Full time

    We are currently looking for a Senior Backend Engineer to join our Core engineering team. In this role, you will collaborate with cross functional teams including front-end developers, product managers, and DevOps engineers, to build and maintain reliable and robust systems that meet the needs of our customers.Required SkillsGood knowledge of the full...


  • Bengaluru, India Tresata Full time

    We are currently looking for a Senior Backend Engineer to join our Core engineering team. In this role, you willcollaborate with cross functional teams including front-end developers, product managers, and DevOps engineers,to build and maintain reliable and robust systems that meet the needs of our customers.Required SkillsGood knowledge of the full Software...


  • Bengaluru, India Australia and New Zealand Banking Group Limited (ANZ) Full time

    Client onboarding specialist Client onboarding specialist Req ID: Department: Insto Ops Onboarding Division: Institutional Location: Bengaluru Job Advertising InstructionsPlease note that although this position primarily involves serving as a Client Onboarding Specialist for Institutional Clients, internally, the role will be designated as "Ops Senior...


  • Bengaluru, India Vonage Full time

    Junior Customer Operations Analyst / Onboarding Specialist WHY THIS ROLE MATTERS We are looking for an Operations Analyst to join our Customer Operations Team. This role works cross functionally with our sales team to ensure that customers are onboarded in the best possible way. You will liaise with different operational teams, finding innovative...


  • Bengaluru, India Vonage Full time

    Junior Customer Operations Analyst / Onboarding Specialist WHY THIS ROLE MATTERS We are looking for an Operations Analyst to join our Customer Operations Team. This role works cross functionally with our sales team to ensure that customers are onboarded in the best possible way. You will liaise with different operational teams, finding innovative...

  • Onboarding Spoc

    6 days ago


    Bengaluru, Karnataka, India Bosch Group Full time

    **Company Description** Bosch Global Software Technologies Private Limited** is a 100% owned subsidiary of Robert Bosch GmbH, one of the world's leading global supplier of technology and services, offering end-to-end Engineering, IT and Business Solutions. With over 22,700 associates, it’s the largest software development center of Bosch, outside Germany,...


  • Bengaluru, India WiseTech Global Full time

    About WiseTech: WiseTech is a world-leading developer and provider of software solutions to the global logistics industry. Our team of more than 3, people across 37 countries is united in our mission to transform the world of logistics one innovation at a time. Our software products are relied upon by the top 25 freight-forwarding companies globally as...


  • Bengaluru, India WiseTech Global Full time

    About WiseTech: WiseTech is a world-leading developer and provider of software solutions to the global logistics industry. Our team of more than 3, people across 37 countries is united in our mission to transform the world of logistics one innovation at a time. Our software products are relied upon by the top 25 freight-forwarding companies globally as...


  • Bengaluru, India NeoDove Technologies Pvt. Ltd. Full time

    **About the Role**: We are excited to announce an opportunity for a Customer Onboarding Intern to join our team at NeoDove. As a Customer Onboarding Intern, you will play a vital role in ensuring our clients have a smooth and successful onboarding experience with our SaaS CRM platform. This internship offers valuable hands-on experience in client relations...

  • Aml Onboarding Expert

    2 weeks ago


    Bengaluru, India Tookitaki Holding PTE LTD Full time

    **Job Summary**: **Responsibilities**: **Develop and implement an onboarding strategy**: The AML onboarding expert need to design a generalised and comprehensive compliance onboarding strategy across Fintechs in different segments (example payments, e-wallets, online lenders, virtual asset service providers etc. ) and regions (ASEAN, Middle East, Africa and...


  • Bengaluru, Karnataka, India timesjobs Full time

    Job Description:We are seeking a highly motivated and customer-oriented individual to join our team as a Software Onboarding Concierge. As a Software Onboarding Concierge, you will be responsible for ensuring a seamless onboarding experience for our clients, guiding them through the setup process, and addressing any questions or concerns they may...


  • Bengaluru, Karnataka, India timesjobs Full time

    Job Description:We are seeking a highly motivated and customer-oriented individual to join our team as a Software Onboarding Concierge. As a Software Onboarding Concierge, you will be responsible for ensuring a seamless onboarding experience for our clients, guiding them through the setup process, and addressing any questions or concerns they may...


  • Bengaluru, India Pluto Card Full time

    About PlutoPluto is the Enterprise Spend Management platform for MENA serving the $30 Trillion+ B2B Payments market. Pluto has been awarded the "Corporate solutions of the year" by the Middle Eastern Fintech Association.Pluto is backed by some of Silicon Valley’s top-tier venture capital firms. We’ve raised $7M Seed from top investors and operators,...