Onboarding Specialist - Customer Success
MyOperatorNoida, UP, in4 days ago
Job type
- Quick Apply
Job descriptionConduct live product demonstrations and walkthroughs Train clients on platform usage including dashboard, analytics, and reports Share support documentation and product guide reference sheets Ensure 100% training completion rate per session Achieve CSAT / NPS Score Maintain complete and accurate CRM records Update session outcomes in Zoho CRM same day Capture all session details including trainer, setup notes, feedback Track and manage re-onboarding cases accurately Ensure 100% feedback capture via Call Rating System Coordinate with Account Managers for pre-session confirmation Collaborate with Support Team for timely post-onboarding handoff Handle escalations within 1 business day SLA Attend weekly and monthly review meetings Maintain error rate Incorporate client and CS feedback for process improvements Ensure correct calendar-booking automation Validate CRM & Google Calendar sync Report automation errors within 12 hours Maintain slot utilization rate Excellent communication and presentation skills Strong technical aptitude for CRM integrations Experience with WhatsApp Business API and GMB Customer success and onboarding experience Proficiency in Zoho CRM and Google Calendar Time management and organizational skills Problem-solving and troubleshooting abilities Configure CRM workflows, custom fields, and automation rules Set up WhatsApp Business API integrations and templates Configure Google My Business profiles and optimization Ensure all technical integrations are tested and functional before handoff Conduct comprehensive product training sessions for new clients Create customized training materials and documentation Ensure clients understand all features and best practices Provide post-training support during initial usage period Maintain detailed onboarding records in CRM Document client-specific configurations and customizations Follow quality checklists to ensure complete setup Gather feedback and identify improvement opportunities Bachelor's degree in Business, Communications, or related field Additional certifications in Customer Success or SaaS preferred 2-3 years of experience in customer success, onboarding, or technical training Experience with SaaS products and enterprise communications platforms Hands-on experience with CRM systems Experience with WhatsApp Business API and Google My Business Strong proficiency in Zoho CRM and Google Calendar Understanding of API integrations and webhooks Familiarity with customer onboarding automation tools Ability to troubleshoot technical issues during onboarding sessions Excellent verbal and written communication skills Strong presentation and training abilities Time management and ability to handle multiple sessions daily Problem-solving mindset with attention to detail Customer-centric approach with empathy Ability to work collaboratively with cross-functional teams Experience in telecommunications or enterprise software industry Knowledge of call routing, IVR systems, and business communication tools Prior experience with MyOperator platform is a plus Track record of achieving high CSAT / NPS scores Competitive salary package (CTC up to 5 LPA based on experience) Performance-based incentives and bonuses Annual performance reviews and merit increases Comprehensive health insurance coverage Mental health and wellness programs Flexible working hours Work from home options Paid time off and holidays Training and skill development programs Career growth opportunities within Customer Success team Access to industry certifications and courses Modern office infrastructure Collaborative and supportive team culture Latest tools and technology for productivity 2–3 years of experience in Customer Success, client onboarding, or technical training within SaaS or enterprise communication platforms. -Strong proficiency in Zoho CRM, Google Calendar, and hands-on experience with CRM workflows, automation, and integrations. -Practical understanding of API integrations, webhooks, onboarding automation tools, and troubleshooting technical issues during live sessions. -Experience working with WhatsApp Business API and Google My Business (GMB), with the ability to configure and optimize related setups. -Excellent verbal and written communication skills, with strong presentation and training capabilities. -Ability to manage multiple client sessions daily, prioritize tasks effectively, and maintain high attention to detail. -Customer-centric mindset with empathy, problem-solving strengths, and the ability to collaborate with cross-functional internal teams. -Preferred : Experience in telecommunications or enterprise software, familiarity with call routing / IVR systems, and prior exposure to the MyOperator platform. -A track record of driving positive client outcomes, including high CSAT / NPS scores.
Job Description
Position : Onboarding Specialist - Customer Success
Primary Role Objective :
Deliver end-to-end client onboarding including setup, integrations, WhatsApp & Google My Business (GMB) configuration, and product training, ensuring a seamless client experience and measurable satisfaction.
Key Responsibilities :
1. Client Onboarding & Setup
- Complete onboarding sessions per day
- Ensure onboarding completion within SLA (90% target)
- Deliver setup accuracy and configuration success for CRM, WhatsApp & GMB
- Handle setup, integrations, WhatsApp, GMB, and training in one unified call
2. Training & Client Enablement
3. Process Adherence & CRM Documentation
4. Collaboration & Communication
5. Quality & Continuous Improvement
6. Automation & System Efficiency
Required Skills :
2. Technical Configuration & Integration
3. Product Training & Enablement
4. Documentation & Quality Assurance
Requirements
Education :
Experience :
Technical Skills :
Soft Skills :
Preferred Qualifications :
Benefits
Compensation & Benefits :
Health & Wellness :
Work-Life Balance :
Professional Development :
Work Environment :
Requirements
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Onboarding Specialist • Noida, UP, in
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