85 Customer Onboarding Jobs - Page 4

We are looking for a dynamic and results-driven Business Development Manager to join our team. The ideal candidate will have a strong background in selling modern workspace solutions, with a focus on Microsoft products and services. This role requires someone who is proactive, has a solid database of potential customers, and is passionate about helping Small and Medium Businesses (SMBs) transition to the cloud, adopt modern workspace solutions, and renew existing contracts. The candidate should be capable of driving new business opportunities and nurturing existing relationships. ________________________________________ Key Responsibilities: Lead Generation & Prospecting: o Identify and prospect new SMB customers to introduce Microsoft Modern Workspace solutions (Microsoft 365, Teams, OneDrive, etc.). o Use your existing database, industry knowledge, and market research to develop a strong sales pipeline. o Qualify inbound and outbound leads and initiate contact through phone, email, and networking channels. Customer Acquisition & Sales: o Develop and execute a sales strategy to acquire new SMB customers and achieve sales targets. o Understand customer needs and pain points related to modern workspace solutions and effectively position Microsoft products to address them. o Present and demo Microsoft Modern Workspace offerings, ensuring clients understand the value and benefits of cloud migration and collaboration tools. Customer Onboarding & Migration Support: o Work closely with SMBs to support their transition and migration to Microsofts modern workspace platform, ensuring a smooth onboarding experience. o Collaborate with technical teams to provide assistance with migration and adoption plans for customers. Renewals & Upsell Opportunities: o Engage with existing customers to ensure timely renewals and explore additional opportunities for upselling additional services or products. o Provide post-sales support to maintain and enhance customer relationships. Relationship Management: o Cultivate and maintain strong relationships with key stakeholders within customer organizations, including decision-makers and IT teams. o Act as a trusted advisor for customers to maximize the value they get from their Microsoft workspace solutions. Market Research & Reporting: o Stay up-to-date with industry trends, product updates, and competitor activities to better position Microsofts Modern Workspace solutions. o Report on sales pipeline, progress against targets, and customer feedback to senior management. ________________________________________ Skills & Qualifications: Experience: o 2-3 years of proven experience in sales or business development, with a strong focus on selling modern workspace solutions (preferably Microsoft 365 suite) to SMBs. o Experience with cloud technologies, IT solutions, or digital transformation in SMB environments is highly preferred. Database & Lead Generation: o Solid understanding of sales processes, including lead generation, prospecting, qualification, and closing. o A well-established database of SMB contacts and leads in the Microsoft ecosystem. Technical Knowledge: o Familiarity with Microsoft Modern Workspace solutions such as Microsoft 365, Microsoft Teams, SharePoint, OneDrive, and other collaboration tools. o Ability to communicate technical concepts in a simple and customer-friendly way. Customer-Centric Mindset: o Strong customer service and relationship management skills with a focus on long-term success. o Ability to understand SMB challenges and align Microsoft solutions to meet business needs. Communication & Negotiation Skills: o Excellent communication skills, both written and verbal, with the ability to present and negotiate effectively at all levels. o Ability to handle objections and engage customers with a consultative sales approach. Self-Motivated & Goal-Oriented: o Strong drive to meet and exceed sales goals and performance metrics. o A self-starter with the ability to work independently, as well as part of a team. Educational Background: o Bachelor's degree in Business, Marketing, Information Technology, or a related field (preferred but not mandatory). ________________________________________ What We Offer: Competitive salary and performance-based incentives. Opportunity to work with cutting-edge Microsoft technologies. Dynamic and collaborative work environment. Professional development and career growth opportunities. Health benefits and other employee perks.

We are looking for a skilled Financial Consulting Supervisor to join our team in Bengaluru. The ideal candidate will have 5-10 years of experience in Oracle NetSuite implementation and onboarding, with a strong background in financial management and technology consulting. Roles and Responsibility Lead the implementation and onboarding of new clients within the RSM Accounting Financial Consulting (AFC) practice. Design solutions in connection with the implementation of the FaaS-AFC technology stack, including NetSuite, BILL, Tallie, and BlackLine. Provide technical support to end-users to resolve issues with Oracle NetSuite use, including escalation through proper channels within RSM and with Oracle NetSuite support. Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects. Continuously identify opportunities to enhance the customer onboarding experience and collaborate with team members to implement improvements. Optimize use of Oracle NetSuite system through business process evaluation, procedure development, and system process flow and requirements analysis. Collaborate with cross-functional teams throughout the implementation project to achieve business goals, including Project Management team, AFC technology support team, AFC client accounting team, and other lines of business within RSM. Perform other duties/projects as required. Job Requirements Bachelor's degree in accounting, finance, MIS, or IT. At least 5 years of Oracle NetSuite experience in either an IAP or VAR practice. Experience leading implementations of Oracle NetSuite. Oracle NetSuite SuiteFoundation Certified and Oracle NetSuite Certified Administrator. Expertise in process analysis and redesign of business processes. Excellent communication and presentation skills. Strong time management and organizational skills with sensitivity to timeframes, budgets, and outcomes across multiple clients and projects. Ability to prioritize and stay organized/focused in a dynamic, multi-tasking environment with competing demands. Strong technology skills and ability to quickly learn and use new technology software applications. Dedication to lifelong learning, including staying abreast of best practices in financial management enabled by technology. Strong Microsoft Office skills. Oracle NetSuite Certified ERP Consultant is preferred. Oracle NetSuite Certified Financial User is preferred. Experience with SuiteScript and SuiteCommerce is preferred. Experience with NetSuite OneWorld, Advanced Revenue Management, and Inventory Management is preferred. Experience with BILL, Tallie, BlackLine is preferred. Experience in a public accounting firm, consulting firm, or other professional services environment is preferred. Experience in an outsourced accounting role is preferred. CA, CPA, MBA Finance is preferred.

Position: Senior Region Focus: PAN India Work Location: Bangalore Working Hours: Aligned to Normal business hours About LeadSquared LeadSquared is a leading Sales Execution and Marketing Automation platform used by over 2000 businesses worldwide to automate their New Sales, Renewals/Upsells and Field Sales processes. Customers control the buying process in the digital economy. Traditional CRM and marketing systems are old school in serving the needs of high velocity sales processes. LeadSquared offers next generation, AI enabled automation process engine that helps organizations automate, analyze and optimize their sales and marketing processes. Among Top 50 fastest growing tech companies in India as per Deloitte Fast 50 programs Frost and Sullivan's 2019 Marketing Automation Company of the Year award Among Top 100 fastest growing companies in FT 1000: High-Growth Companies Asia-Pacific Listed as Top Rated Product on G2Crowd, GetApp and TrustRadius Professional Services @ LeadSquared At LeadSquared, the PS team works with the sales team to build solutions for our customers and own the implementation and onboarding of new clients. The team is super critical as it directly impacts revenue and customer satisfaction. If you love to interact with customers globally and solve their problems with your expertise in solutioning and implementation, then you should certainly join this team! The Role: Understand customers business needs and devise appropriate solutions using LeadSquared Understand the software and tools ecosystem of the Customer and come up with the best possible ways of connecting LeadSquared to them Come up and implement the best way of importing existing customer data and digital assets Execute the implementation plan: Make the customer live within the promised timeframe Be single point of contact for customer on implementation including any integrations for Healthcare Domain Communicate work status to client and internal stakeholders on a regular basis Work with Sales, Customer Success and Customer Support teams to ensure that they understand any customizations done or unique needs served for the customer Work closely with the product development team to share client feedback and for post-implementation reviews Track key metrics and KPIs related to implementation success Identify implementation areas that can be automated and work with the product or customer success teams to automate them Upsell / cross-sell LeadSquared product or services wherever applicable Requirements: A bachelor's or master's degree in engineering or technology 4+ Years of mandatory experience in Implementation of world class products Ability to manage multiple clients and projects/tasks simultaneously Exceptional problem solving and solution skills Customer success-oriented attitude Excellent written and oral English skills Understanding of how cloud-based applications are delivered and consumed Understanding of unique features and challenges of SaaS applications Exceptional critical thinking skills is a plus Flexibility to travel is required Timely execution-oriented professionals will be preferred Focus on quality and attitude to excel will be a big plus Candidates with LeadSquared Admin Certification are preferred Why Should You Apply Fast paced environment Accelerated Growth & Rewards Easily approachable management Work with the best minds and industry leaders Flexible work timings Interested If this role sounds like you, then apply with us! You have plenty of room for growth at LeadSquared.

Manager Product Support, Customer Support Location: Bangalore Reports to: Director - Product Support About LeadSquared: One of the fastest-growing SaaS companies in the CRM space, LeadSquared empowers organizations with the power of automation. More than 2000 customers with 4 lakhs+ users across the globe utilize the LeadSquared platform to automate their sales and marketing processes and run high-velocity sales at scale. We are backed by prominent investors such as Stakeboat Capital, and Gaja Capital to name a few. We are expanding rapidly and our 1300+ strong and still growing workforce is spread across India, the U.S, Middle East, ASEAN, ANZ, and South Africa. Among Top 50 fastest growing tech companies in India as per Deloitte Fast 50 programs Frost and Sullivan's 2019 Marketing Automation Company of the Year award Among Top 100 fastest growing companies in FT 1000: High-Growth Companies Asia-Pacific Listed as Top Rated Product on G2Crowd, GetApp and TrustRadius Customer Support @ LeadSquared The Customer Support at LeadSquared is a critical element of our future success. It includes a long-run relationship, takes complete ownership with top-notch customer handling skills, technical understanding. If you love to interact with customers and solve their problems then you should certainly join this team! The Role: Taking ownership of customer issues reported and seeing problems through to resolution Researching, diagnosing, troubleshooting and identifying solutions to resolve customer issues in using LeadSquared Ask customers targeted questions to quickly understand the root of the problem Resolving all customer issues in time bound manner Comply with the SLA for issue resolution Onboarding new customers: Providing Admin and User trainings etc. (over web and in-person) Talk clients through a series of actions, either via phone, email or chat, until they've solved a technical issue Work closely with technical teams to enhance the quality of existing products Manage and monitor customers expectations Help in keeping customers extremely satisfied and thereby contributing to customer retention Requirements: 9+ years of experience in supporting web based software platforms SaaS for North American customers Proven ability to troubleshoot software, understand customer requirements workflow and resolve more advanced issues working within escalation procedures Good understanding of API, Webhooks, Connectors Good to have the understanding on at least one of the programming languages (PHP, Java, Python) Operational support experience - the ability to capture the user environment during troubleshooting, work towards speedy and accurate resolutions for client issues Excellent problem-solving, strong written & verbal communication and documentation skills Obsessed with customer support and delighting the customers Must have mentored / managed a small team of product support engineers for North American customers Contribute to developing technical content and IPs such as knowledge base articles, sample scripts, proof of concept, diagnostic tools Need to work in the US time zone

Skills: Fin crime –KYC Experience: 2+ yrs Salary: Max 5.5 LPA Location: Chennai UK/US shift timing ( Night shift) Any UG Interview: Direct walk-in Regards, JS4u

Customer Support Lead Desired Profile Required: 6+ years of experience in Customer Account Management and Growth, Service and support. Should have excellent written and verbal communication, interpersonal and negotiation skills. Understanding about ERP/CRM software products, Saas, Cloud software is important. In depth knowledge and experience of Software Implementation /demonstration and training to the end users. Expert in handling customer queries, complaints, Wishlist. Strong team player, customer focussed and logical thinker. Key Roles & Responsibilities: New Customer onboarding, training and Go live. Growing Renewal/Retention, upselling and cross selling. Reduce customer churn with excellent customer management and support. Key point of contact for Sales and Customers during Onboarding and renewals process. Ensure desired outcomes are achieved for the customers and ensuring customer delight. Provide feedback and insights from customers to Management and other teams for improvements and increasing efficiency and productivity. Revenue generation through renewals, up sells, and cross sells and identifying new market areas. Must be excellent trouble shooter and comfortable in basic coding and resolving issues independently or with team as may be required. Track & monitor customer status, progress and growth. Create and share educational resources, training, Product demos and best practices. Having experience 4 years in account management and customer support primarily in SaaS products or services. Knowing the product in and out is crucial & Technical skills are important, as manager should know how to persuade customers to adopt new technologies or adjust the tool to their needs. Should be able to lead and coordinate with a team of Technical Support executives. Must be a go-getter and enthusiastic in working in start-up, driven and results oriented Culture.

Vehicle Assignment: Assist in allocating electric two-wheelers to customers and ensuring they are in optimal condition for use. Daily Service Monitoring: Support the monitoring of daily service activities, including routine inspections and maintenance checks on vehicles. Technician Coordination: Help manage technicians by allocating work based on service needs and ensuring timely completion. Customer Onboarding and Offboarding: Assist in the onboarding process for new customers and ensure a smooth offboarding experience when rentals are returned. Customer Issue Resolution: Provide excellent customer service by addressing rental inquiries and resolving any issues that arise, ensuring a positive experience. Inventory Management: Support inventory tracking and management, ensuring vehicle availability and coordinating replenishments when necessary. Battery Swapping Station Management: Assist in the management of battery swapping stations, ensuring they are stocked and operational. Fleet Coordination: Collaborate with the operations team to ensure the timely delivery and pickup of vehicles at designated locations. Compliance and Safety: Ensure compliance with safety regulations and company policies, maintaining cleanliness and organization at rental locations. Cross-Department Collaboration: Work with customer support and technical teams to address customer concerns and technical issues promptly

Develop and manage a portfolio of customer accounts Help customers realize value from their investment in IDfy products Educate the customer on using best practices, share industry benchmarks on key metrics Analyze customer usage data to improve product utilization Communicate with Product teams to provide the voice of the customer internally within IDfy Work closely with the Account Management team to unlock cross-sell and up-sell opportunities within each account Improve onboarding and technical integration processes Help customers get their top priority issues resolved swiftly by working with cross-functional teams within IDfy Track and improve key churn metrics, NPS, CSAT Manage the overall health of each customer account from go-live/onboarding onwards

MaintWiz is calling Mechanical Engineers who have worked in Core Industries and wanting Career Shift to IT industry. We are looking for roles in Customer Success function. Selected candidates will be working on implementation of Industry 4.0 solutions in Plant Maintenance and Industrial Asset Management. Key client-facing role with ownership of deliverables and KPIs Fully manage product implementations and customer onboarding Conduct regular product and project implementation reviews with customer team Up sell and cross sell MaintWiz services and additional product features Documentation of client processes and mapping to MaintWiz functionality Training of new and existing customer user groups Maintain customer new request pipeline and provide ETA for delivery Managing metrics on Project Delivery, Client Adoption & Engagement Identifying and scoping opportunities for deeper engagement - integrations, value added services and enhancements Mining the account for more opportunities other plants & business units, new functionalities and new technology applications Billing and Collection follow up Develop user manuals for product functionality Provide pre-sales support for new prospect demos Proficiency in English, Hindi and one Regional Language Required

Job Description Principal Cloud Architect - Kerala: 1.Proven Experience in Designing and Leading Complex Solutions: (a). Demonstrated capability in creating large-scale, integrated systems that blend infrastructure, databases, middleware, and applications into cohesive, high-performance solutions. (b). Expertise in building scalable, secure, and resilient architectures tailored to business needs. (c). Familiarity with Oracle Database technologies and/or Exadata systems is highly preferred. (d). Exposure on leveraging ML/AI, Generative AI, Large Language Models (LLMs) to deliver business benefits, would be added advantage. 2.Customer Engagement & Business Acumen: A minimum of 15 years of overall technology experience, with at least 5 years in direct customer engagement or Presales roles. Proven capability to not only address technical needs but also align solutions with customer business goals, financial objectives, and strategic initiatives. 3.Solution Leadership & Scalability: Experience in designing and leading the implementation of scalable enterprise solutions, driving customer onboarding and long-term growth. Ability to conduct technical workshops, proofs of concept, and roadmap planning sessions to foster customer satisfaction and adoption. 4.Cross-Platform Flexibility & Adaptability: Background in working with one or more major cloud platforms (AWS, Azure, GCP), with the capability to quickly adapt to Oracle Cloud Infrastructure (OCI). Cloud certifications are a plus but not mandatory if there is demonstrated relevant experience. 5.Educational or Relevant Experience: Bachelors or Masters degree in Computer Science, Engineering, or a related field, or equivalent relevant experience. Candidates should demonstrate a balance of deep technical knowledge with strong business and commercial insight to effectively advise customers. Career Level - IC4 Responsibilities Engages with strategic customers, builds leadership relationships at multiple levels within organizations in order to design and implement solutions. Works directly with customers to gather requirements, develop architectures and translates business needs into solutions. May implement solutions and ensure successful deployments through code development and scripting. Displays product/application understanding through highly customized presentation demonstrations to customers, and at conferences, and events. Supports customer from Proof of Concept (POC) through production deployment of services via resource configuration, planning, and customer education/training. Creates and distributes technical assets (white papers, solution code, blog posts, and video demonstrations). Serves as a leading contributor for customers and sales on technical cloud solutions and customer success. Identifies gaps and enhancements to influence engineering roadmaps for customer driven features. Leading contributor, may provide direction and mentoring to others. Work is non-routine and very complex, involving the application of advanced technical/business skills in area of specialization. May interact with C level. Maintains expertise by staying current on emerging technologies.