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Client Onboarding Specialist
ConfidentialMumbai7 days ago
Job descriptionMaintain and update event data in the CRM system, ensuring accurate tracking and reporting of event-related leads and customer interactions Develop and deliver post-event reports, analyzing event performance and ROI, and providing insights to inform future event planning and marketing initiatives Identify trends and opportunities for improvement in event strategy, content, and execution based on data analysis and feedback Foster strong relationships with internal and external stakeholders, including vendors, partners, and event attendees Support the growth and development of team members by sharing knowledge, expertise, and best practices Promote a collaborative, inclusive, and high-performing team culture Bachelors degree in marketing, communications, or a related field 2+ years of experience in event marketing, planning, and execution Excellent project management, organizational, and multitasking skills Strong written and verbal communication skills (please share if you have done any extracurricular activities such as public speaking, extempore, etc.) Proficiency in marketing tools and software, such as Google Slides, CRM systems, email marketing platforms, and social media management tools Excellent command over large audiences, both in-person and virtually Must be customer-obsessed and eager to create awareness in our customers Ability to work collaboratively in a fast-paced environment Knowledge of insurance employee benefits sector is a plus Must be fluent in English, Hindi and local language Great Interpersonal skill
We are looking for great communicators and detail-oriented candidates to join as an Client Onboarding Specialist as a part of the customer success team at Loop. You will be responsible for planning, executing, and promoting engaging events that update our clients and their employees about our offerings (insurance policy details, health benefits, etc.), drive brand awareness, and improve app installation.
Key responsibilities
Event Planning Execution
- Develop and manage a comprehensive onboarding events calendar that aligns with marketing and business objectives
- Conduct engaging onboarding events both in person and online, that create awareness about company services
- Take ownership in these events and leverage great communication skills to inject enthusiasm and drive activation towards Loop s products and services
- Work closely with internal teams, vendors, and external partners to ensure smooth and successful onboarding event production, logistics, and execution
Data Infrastructure Reporting
People Success
What we are looking for
Skills Required
Stakeholder Management, Customer Success, Sales, Leadership, Strategic Planning
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Onboarding Specialist • Mumbai
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