Onboarding Specialist - Technical Solutions

4 years

0 Lacs

Posted:3 days ago| Platform: Linkedin logo

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On-site

Job Type

Full Time

Job Description

Onboarding Specialist – Technical Solutions


Location:

🚀 About the Role

Technical Onboarding Specialist


🎯 Key Responsibilities

1. Customer Solution Design

  • Understand customer business needs and translate them into technical workflows.
  • Design and configure customer solutions (flows, integrations, dashboards, notifications).
  • Collaborate with Pre-Sales/PMO and Product teams for customized requirements.


2. Customer Onboarding

  • Own the end-to-end onboarding journey for new clients.
  • Set up customer accounts, integrations, and test environments.
  • Conduct product walk-throughs and training sessions.
  • Ensure smooth go-live with minimal friction.


3. Customer Support

  • Act as the first technical point of contact for assigned accounts.
  • Troubleshoot and resolve customer queries via support systems.
  • Work with engineering teams for bug fixes or escalations.
  • Document common issues and create knowledge base articles.


🛠 Skills & Experience
  • 2–4 years of experience in

    technical onboarding, support, or solution design

    roles (preferably SaaS, CPaaS, or CRM platforms).
  • Hands-on with:
  • APIs / Integrations

    (REST, JSON, Webhooks).
  • Linux / Scripting basics.

  • Databases (MySQL/MongoDB)

    – ability to query & troubleshoot.
  • Excellent communication skills – ability to talk tech in simple terms.
  • Problem-solver with a customer-first mindset.


🌟 Bonus Skills
  • Exposure to airline/aviation, BFSI, or enterprise SaaS domains.
  • Familiarity with tools like Postman, Jira, Zoho Desk, or CRM systems.
  • Experience with IVR, WhatsApp Business API, or Notification systems.


📈 Growth Path
  • With proven performance, grow into

    Customer Success Manager

    or

    Solution Architect

    roles.


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