Assistant

Valocity India Pvt. Ltd.; Bengaluru, Mumbai; Hybrid; INR 1,200,000 - 1,800,000; Full time

Job summary

Valocity India Pvt. Ltd. is seeking a role focused on customer onboarding, support, and Valuer management to drive adoption and satisfaction across lenders and valuers. The candidate will train users, coordinate with product and marketing, and leverage data to improve processes.

The position requires experience in SaaS onboarding, strong communication, and the ability to build trust across geographies. This is a high-impact, customer-facing role within a fast-growing finance technology company.

Qualifications

• Strong experience in Valuer management or valuation processes.
• Experience leading onboarding and support teams in a global SaaS company.
• Proven ability to build relationships with lenders and valuers.
• Excellent problem solving and communication skills.

Responsibilities

• Drive onboarding for customers, training, and governance reporting to track satisfaction and usage.
• Lead customer support, ensure timely updates, and resolve challenges with customers.
• Build and improve processes to deliver efficient customer experience using technology.
• Develop relationships with Valuer community and collect feedback for product improvements.
• Train Valuers and users; support marketing to raise platform awareness.
• Analyze data to identify gaps, drive efficiency, and support cross‑team initiatives.
• Represent the organization in industry forums and coordinate with Lender Users and India teams.

Skills

Valuer management

Onboarding

Customer support

SaaS experience

Relationship building

Product feedback

Analytics

Training

Team leadership

Communication

Education

Bachelor's degree in related field

Tools

MS Office

HubSpot CRM

Job description

Role & responsibilities

1. Customer Onboarding

• Engage with key customer users to understand their business and technical goals for using Valocity and understanding their activation, onboarding and training needs. Build strong and effective relationships with them
• Advocate customer business use-cases to product development team
• Define and track key performance indicators for the customer onboarding process and ongoing platform monitoring and usage
• Oversee the regular governance reporting for each client, report on customer onboarding status and customer satisfaction levels
• Report monthly on SLA, customer satisfaction and issues for customers and where necessary recommend improvements to process or service to resolve
• Drive customer outcomes, product adoption and customer experience

2. Customer Support

• Lead onboarding implementation and training throughout the onboarding process as required
• Communicate effectively between Valocity and our customers as to what needs to be done, by whom and when and ensuring regular updates on progress
• Take ownership of any challenges and concerns raised by customers and find solutions to assist them
• Build system and processes to deliver customer support in the most efficient and effective way, leverage technology to deliver the customer experience
• Creating forms on form builder, setting up the report templates, testing the product when new features are released, escalated issues, report system errors/bugs

3. Valuer Management

• Build relationship with Valuer community
• Support product team with feedback from Valuer community to help enhance the platform to the next level of innovation
• Manage and engage in objection handling and building trust within the Valuer community for Valocity platform

4. Others

• Ongoing training of Valuers and users
• Work with Marketing to build the best possible solutions to impart training and build awareness of the platform
• Provide support for marketing activities to create awareness amongst target group, manage valuer profiles on Valocity, screening applications of valuers who wish to get registered on Valocity Platform
• Leverage data and analytics to drive efficiency, identify gaps and monitor progress
• Work with your teams to identify and deliver positive change and business efficiencies
• Keep up to date with any industry changes affecting the business, represent the organisation in industry forums
• Will support BD, Product and other teams as and when required by the business

Working Relationships

• Lender Users and Valuers
• India Product Team
• India BD / sales team/Marketing

Preferred candidate profile

Personal Attributes

• Experience in managing the Valuers across geographies and understanding of the Valuation process in mortgage lending
• Experience managing an Onboarding and/or Product Support function and team at a global SaaS software company
• Superior problem solving and resolution skills to solve challenges during the customer lifecycle in order to instil trust and account growth from our customers as well as retention rate
• A positive can-do attitude with the ability to work autonomously and as part of a team as we grow our business and operations in India
• Exceptional verbal communication skills with a proven ability to build and maintain strong internal and external relationships
• Results driven mindset, with ability to take on personal challenge of driving and delivering business results and outcomes

Experience

• 3-5 years plus experience in a Valuer Management/ Valuation process
• Success in deepening relationships with Valuer/ Lenders resulting in increased revenue and services bought by the customers
• Experience in leading customer onboarding / support teams with demonstrable understanding of best practice
• Experienced in developing and implementing new systems and processes in a fast-moving environment
• Proficiency in regional language will be a big plus

Qualifications

Bachelors degree in related field

Technical Skills

• Has done Valuations or managed Valuers in a large Bank or Lending institution
• Working knowledge of MS office- Excel, PowerPoint, Word etc
• CRM (ideally Hubspot) or such tools to manage support desk

Why Join Valocity

• Join a high-growth global technology company with a significant India opportunity
• Work directly with senior leaders and some of India's leading financial institutions
• Help modernise property decisioning across lending, valuation, project finance and legal workflows
• Represent trusted digital infrastructure built for regulated environments
• Build a career with meaningful growth, ownership and impact