Job Description – Customer Onboarding Executive

Key Responsibilities

• Coordinate with new customers to complete the onboarding process smoothly and on time.
  

• Collect and verify required customer information, documents, and onboarding details.
  

• Explain the onboarding process, timelines, service model, and next steps to customers.
  

• Coordinate with Sales, Operations, Service, Installation, and other internal teams for customer activation.
  

• Schedule installation, site visits, equipment delivery, or service activities as required.
  

• Maintain accurate customer records and update onboarding status in CRM/internal systems.
  

• Follow up with customers and internal teams to ensure all onboarding activities are completed within agreed timelines.
  

• Handle customer queries related to onboarding, installation, documentation, and service initiation.
  

• Identify and escalate onboarding issues or delays to the relevant team.
  

• Ensure a positive customer experience during the initial engagement with CircoLife.
  

• Maintain onboarding trackers, reports, and daily/weekly status updates.
  

• Conduct post-onboarding follow-ups to ensure customer satisfaction and smooth transition to the service team.
  

• Coordinate with customers for feedback and communicate recurring issues to the management team.
  

Required Skills

• Excellent verbal and written communication skills.
  

• Strong customer-handling and relationship-management skills.
  

• Good coordination and follow-up abilities.
  

• Strong attention to detail and documentation skills.
  

• Ability to manage multiple customers and tasks simultaneously.
  

• Good knowledge of MS Excel, Word, and basic CRM tools.
  

• Problem-solving and escalation-management skills.
  

• Professional and customer-friendly approach.
  

• Ability to work effectively with cross-functional teams.
  

Qualifications

• Graduate in any discipline.
  

• 1–3 years of experience in Customer Onboarding, Customer Success, Customer Support, Client Coordination, Operations, or related roles.
  

• Experience in B2B services, facility management, HVAC, home services, SaaS, or subscription-based businesses will be an added advantage.
  

Preferred Candidate Profile

We are looking for someone who is:

• Customer-focused and approachable.
  

• Proactive with strong follow-up skills.
  

• Organized and comfortable handling multiple activities.
  

• Comfortable communicating with B2B customers.
  

• Capable of coordinating with multiple internal teams.
  

• Willing to take ownership of customer onboarding from start to completion.
  

Key Performance Indicators (KPIs)

• Timely completion of customer onboarding.
  

• Customer onboarding turnaround time.
  

• Accuracy of customer documentation and data.
  

• Installation/service activation coordination.
  

• Customer satisfaction during onboarding.
  

• Follow-up and issue-resolution effectiveness.
  

Location

Manpada, Thane, Mumbai

Employment Type

Full-Time | On-Site