Client Onboarding Specialist

We’re looking for a Client Onboarding Specialist who will guide new customers through a smooth, structured onboarding journey. This role is all about creating a solid first impression, understanding client needs, configuring their account, training them on the platform, and making sure they get value from day one.

You’ll work closely with Customer Success, Support, and Product teams to ensure every client launches successfully and feels confident using our software.

Key Responsibilities

1. Onboarding & Implementation

• Lead onboarding sessions with new clients, ensuring a seamless setup process.
• Understand client goals, workflows, and challenges to tailor their onboarding plan.
• Configure accounts, permissions, integrations, and user settings.
• Guide clients through data imports, system setup, and key feature enablement.

2. Training & Product Adoption

• Deliver hands-on product training via Zoom, Loom videos, or webinars.
• Create custom onboarding checklists and training materials.
• Ensure clients understand core features and best practices for their industry.
• Track onboarding progress and follow up until the client is fully activated.

3. Communication & Support

• Serve as the primary point of contact during the onboarding period.
• Proactively communicate timelines, next steps, and expectations.
• Work with Support/Technical teams to resolve setup issues quickly.
• Provide feedback to Product/Engineering on client needs or feature gaps.

4. Customer Success Collaboration

• Transition clients smoothly to the Customer Success Manager once onboarding is complete.
• Document client requirements, preferences, and setup details in the CRM.
• Identify upsell opportunities and potential risks early in the relationship.

What We’re Looking For

Required

• 1–3 years of experience in SaaS onboarding, customer success, or implementation.
• Strong communication skills with a friendly, patient, and professional manner.
• Comfort with US-based clients, time zones, and communication norms.
• Ability to explain technical concepts in simple, clear language.
• Experience using CRM, ticketing systems, Zoom, and documentation tools.

Preferred

• Experience in the US SaaS market, healthcare, home care, logistics, or restaurant tech (depending on your product).
• Familiarity with APIs, integrations, and basic troubleshooting.
• Ability to create training materials, SOPs, or Loom videos.
• Strong problem-solving and ownership mindset.

Soft Skills

• Empathetic and customer-focused
• Detail-oriented and organized
• Comfortable juggling multiple clients at once
• Fast learner with strong product understanding
• Positive, calm, and solutions-first attitude

Why Join Us

• Opportunity to work with a fast-growing SaaS company serving the US market
• Growth-focused environment with room to expand into Customer Success or Product
• Work with a collaborative team that values initiative and ownership
• Make a direct impact on customer experience and product adoption

Job Type: Full-time

Pay: Rs50,000.00 - Rs100,000.00 per month

Work Location: In person