Customer Onboarding Executive - Implementation

Job Description

Job Brief: Join our dynamic team as a Customer Onboarding Specialist and be the first point of contact for new customers! You'll guide them through our product setup, provide exceptional support, and ensure they get the most value from our solutions. If you're tech savvy, customer-focused, and thrive in a fast-paced environment, we want you! Key Responsibilities: Conduct engaging onboarding sessions via Anydesk, UltraViewer, and Zoho Meet. Assist customers with Tally automation setup (Banking, Sales, Purchase). Provide clear, step-by-step training and resolve product queries. Follow up with customers via email, WhatsApp, and calls to maintain engagement. Create and update FAQs, tutorials, and educational content. Track customer progress using Excel and maintain accurate records. Effectively manage your schedule to optimize onboarding slots. Deliver impactful group training and webinars. Collaborate with product and tech teams to share feedback and improve processes. Why Join Us? Opportunity to work with a supportive, innovative team. Develop your skills in customer success and product training. Make a tangible impact on customer satisfaction and product adoption. What We’re Looking For: 2+ years in Customer Support, Account Management, or Customer Success. Strong communication and presentation skills. Experience with CRM tools and remote desktop software. Organized, self-motivated, and customer-focused. Bachelor’s Degree preferred but not mandatory.