Customer Onboarding Specialist

Job Description

2 - 4 yrs Surat Full-Time 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. Share with someone awesome View all job openings Show more Show less