Business Relationship & Operations

Lodha; Mumbai; On-site; INR 400,000 - 700,000; Full time

Job summary

Lodha in Mumbai seeks a Client Onboarding Field Role to drive smooth onboarding and ongoing adoption across new customers and partners. You will support day-to-day operations, maintain data and dashboards, and coordinate with sales, tech and operations teams.

This on-site field position requires a proactive owner mindset, strong communication, problem solving, and a readiness to travel 90% of the time to client sites. Prior startup experience and focus on customer retention will help you excel.

Qualifications

• Experience in similar roles.
• Location Mumbai (On-field 90% of the time).
• Go getter attitude and ownership of roles and responsibilities.
• Prior experience preferably in fast growing startups.
• Strong verbal and written communication.
• Focus on strategic planning and customer retention and data analysis.

Responsibilities

• Ensure smooth day-to-day execution of operational processes and escalate issues proactively.
• Maintain accurate data, reports, and dashboards for service performance and customer usage.
• Support onboarding of new customers/partners and ensure seamless handholding during initial adoption.
• Monitor service requests and coordinate with internal teams to ensure timely resolution.
• Conduct regular site visits/interactions to gather feedback and identify improvement opportunities.
• Assist in driving product adoption through demos, awareness sessions, and user engagement activities.
• Track customer issues and recurring complaints to support process improvements.
• Ensure adherence to defined SOPs and service quality standards.
• Support cross-functional coordination between sales, tech, and operations teams.
• Document learnings, FAQs, and operational best practices for internal reference.

Skills

Data Analysis

Communication

Problem Solving

Strategic Planning

Customer retention

Tools

MS Office

Job description

Client Onboarding (Field Role)

Key Responsibilities:

• Ensure smooth day-to-day execution of operational processes and escalate issues proactively.
• Maintain accurate data, reports, and dashboards for service performance and customer usage.
• Support onboarding of new customers/partners and ensure seamless handholding during initial adoption.
• Monitor service requests and coordinate with internal teams to ensure timely resolution.
• Conduct regular site visits/interactions to gather feedback and identify improvement opportunities.
• Assist in driving product adoption through demos, awareness sessions, and user engagement activities.
• Track customer issues and recurring complaints to support process improvements.
• Ensure adherence to defined SOPs and service quality standards.
• Support cross-functional coordination between sales, tech, and operations teams.
• Document learnings, FAQs, and operational best practices for internal reference.

Requirements::

• Experience in similar roles
• Location: Mumbai (Open to work On-field 90% of the time)
• Go getter attitude/takes the ownership of the roles and responsibilities.
• Prior experience preferably in fast growing start ups
• Problem Solving Approach.
• Great hold on Verbal and Written Communication.
• Strategic Planning, High focus on Customer retention.
• Data Analysis and Total knowledge of MS Office.