Customer Onboarding Executive

1-3 years

Surat Head Office

Full-Time

Experience : 1–3 Years

Location : Surat (On-site)

Department : Customer Success / After-Sales

Employment Type : Full-time

About Suvit

Suvit.io is an AI-powered SaaS platform that helps businesses and accounting professionals automate their daily data entry and accounting operations with speed, accuracy, and intelligence.

We're on a mission to simplify finance workflows and make automation accessible to every business.

If you are passionate about technology, customer relationships, and helping users get the best out of digital products, this role is for you!

About The Role

We are looking for a Customer Onboarding Executive who will ensure a seamless onboarding journey for our customers after the sales process is complete. You will help customer set up their accounts, integrate tools like Tally, and guide them in using Suvit's automation features effectively.

Your goal : make customers feel confident, supported, and successful from day one.

Key Responsibilities

• Act as the first point of contact for new customers after the sale is confirmed.
• Manage the entire onboarding process — from account setup to successful implementation.
• Assist clients in integrating Suvit with Tally or other accounting software.
• Conduct training sessions and product demos to help users understand Suvit's automation tools.
• Collaborate with the Sales, Support, and Product teams to ensure a smooth customer journey.
• Monitor customer progress and follow up until onboarding completion.
• Record client feedback, identify common challenges, and suggest improvements in the onboarding experience.
• Maintain accurate records in CRM and ensure timely communication at each onboarding stage.
• Transition clients smoothly to the Customer Success or Renewal team post-onboarding.

Requirements

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Skills Required

Tally, CRM Tools, Zoho, Hubspot