Onboarding Coordinator

Job Description

We are looking for a detail-oriented Onboarding Coordinator to join our team at Refrr. The ideal candidate will have experience working with CRM systems, a good understanding of bug reporting processes, and excellent communication skills to ensure smooth client onboarding and adoption of our platform.

Key Responsibilities

• Guide new clients through the onboarding process, including account setup, training, and platform adoption.
• Conduct product walkthroughs, demos, and Q&A sessions with customers.
• Maintain accurate client information, progress, and activity logs in the CRM.
• Identify, document, and report bugs/issues to the product and engineering teams.
• Collaborate with cross-functional teams (Customer Success, Product, and Support) to resolve client challenges.
• Monitor onboarding milestones and proactively follow up with clients.
• Gather client feedback and share insights to improve onboarding workflows.
• Create and maintain onboarding documentation, FAQs, and knowledge resources.

Qualifications

• Education: Bachelor’s degree in Business, Communications, IT, or a related field.
• Experience: 1–2 years of proven experience in onboarding, customer success, or client-facing roles.
• Strong knowledge of CRM systems (e.g., HubSpot, Salesforce, Zoho, or similar).
• Familiarity with bug tracking/issue reporting tools (e.g., JIRA, Trello, Asana).
• Excellent communication, presentation, and organizational skills.
• Ability to manage multiple onboarding projects in a fast-paced environment.

Preferred Skills

• Experience working in SaaS or technology startups.
• Knowledge of APIs, integrations, or basic software workflows.
• Exposure to QA testing, product feedback, or process optimization.
• Strong problem-solving and customer empathy skills.

Compensation & Benefits

• Competitive salary based on experience and skills.
• Opportunity to work with a fast-growing tech company.
• Professional growth and learning opportunities.
• Collaborative, supportive, and innovative work culture.

How to Apply

Please apply with your resume

Job Type: Full-time

Pay: ₹15,000.00 - ₹30,000.00 per month

Benefits:

• Flexible schedule
• Leave encashment
• Paid sick time
• Paid time off
• Work from home

Work Location: In person