Client Onboarding Specialist

As a Client Onboarding Specialist, you will play a crucial role in ensuring a smooth transition for new clients, laying the foundation for a long-lasting relationship with our company. Your primary responsibility will be to bridge the gap between our sales and customer success teams, ensuring that clients maximize the value they receive from our platform or service. Your tasks will include developing and implementing a structured onboarding process customized for each client, setting clear expectations and timelines, conducting training sessions to familiarize clients with our product features, and assisting them in setting up and customizing their accounts. You will also be responsible for supporting clients with data migration and platform integrations, identifying and addressing challenges during the onboarding phase, and escalating technical issues to the appropriate internal teams. In addition, you will create and provide onboarding materials such as guides, FAQs, and checklists, ensure that clients have access to relevant support resources, and establish strong relationships to build trust and confidence in our company. You will act as a point of contact for feedback, work closely with sales, customer success, and product teams to ensure alignment, and communicate client feedback and insights to internal stakeholders for continuous improvement. Key Skills/Activities: - Proficiency in SaaS platforms and related technologies. - Knowledge of CRM tools and integrations (e.g., Zoho CRM). - Basic understanding of APIs and data migration. - Strong verbal and written communication skills for client interactions. - Active listening skills to understand client requirements and concerns. - Persuasive and empathetic approach to foster client trust. - Ability to manage multiple clients and deadlines simultaneously. - Proficiency in tools like Trello, Asana, or Monday.com for task tracking. - Problem-solving skills for troubleshooting onboarding challenges. - Data-driven mindset to monitor onboarding metrics and success. - Capability to analyze client feedback for actionable improvements. - Familiarity with the B2B SaaS market and client expectations. - Understanding of specific industries the platform serves. Experience: 0-2 years Remuneration: INR 15000- INR 25000 Per Month Location: Hyderabad (In Office Only),