Customer Onboarding Executive

n Human Resources & Management Systems [ nHRMS ]; Thane; On-site; INR 300,000 - 420,000; Full time

Job summary

CircoLife in Mumbai (Thane area) is hiring a Customer Onboarding Executive to guide new clients through the onboarding process, coordinate with sales and operations, and ensure timely activation.

You will collect required information, explain timelines, schedule installations, and maintain accurate CRM records, with a focus on delivering a positive first impression and smooth transition to the service team.

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 is a plus.

Responsibilities

• Coordinate with new customers to complete onboarding on time.
• Collect and verify required customer information and onboarding details.
• Explain onboarding process, timelines, service model, and next steps.
• Coordinate with Sales, Operations, Service, Installation for activation.
• Schedule installation and service activities as required.
• Maintain accurate customer records in CRM and onboarding systems.
• Follow up to ensure onboarding activities are completed on schedule.
• Handle customer queries related to onboarding, installation, documentation, and service initiation.
• Identify onboarding issues and escalate to the relevant team.
• Ensure a positive customer experience during the initial engagement.
• Maintain onboarding trackers and status updates.
• Conduct post-onboarding follow-ups to ensure customer satisfaction.
• Coordinate with customers for feedback and report recurring issues to management.

Skills

Verbal communication

Written communication

Customer relationship management

Coordination

Attention to detail

Multi-tasking

MS Excel

MS Word

CRM tools

Problem-solving

Escalation management

Cross-functional teamwork

Education

Graduate

Tools

CRM software

MS Excel

MS Word

Job description

Job Description – Customer Onboarding Executive

Position: Customer Onboarding Executive

Location: Manpada, Thane, Mumbai

Employment Type: Full-Time

Department: Customer Experience / Operations

Experience: 1-3 Years

Industry: Climate-Tech / B2B Services

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 elevate 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

• 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