Onboarding Specialist

Responsibilities

• Deliver product demos to clients and own end-to-end onboarding: kick-off, account set-up, billing configuration, user training and go-live support.
• Review contracts, pricing and invoicing terms to ensure accurate financial set-up.
• Partner with Sales for smooth hand-offs and spot upsell opportunities.
• Build strong client relationships as their main point of contact during onboarding.
• Track onboarding KPIs and keep CRM records up to date.

Requirements

• 3-4+ years in client onboarding, customer success or account management.
• Strong finance background (degree in Finance, Accounting or Commerce, or equivalent experience).
• Experience in a sales-oriented role involving onboarding and relationship management.
• Hands-on experience with SaaS products or platforms.
• Excellent communication and organisational skills.

Pay: ₹30,000.00 - ₹38,000.00 per month

Benefits:

• Flexible schedule
• Health insurance
• Leave encashment
• Life insurance
• Paid sick time
• Provident Fund

Work Location: In person