Customer Onboarding Executive

N Human Resources & Management Systems; Thane; On-site; INR 300,000 - 540,000; Full time

Job summary

N Human Resources & Management Systems is hiring a Customer Onboarding Executive in Mumbai region to coordinate onboarding with customers and internal teams. The role focuses on collecting information, explaining processes, and ensuring timely activation and service initiation.

The ideal candidate has 1–3 years of experience in onboarding or related roles, strong communication, and attention to detail. Work may involve collaboration with Sales and Operations across B2B services.

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.

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 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.

Skills

Excellent communication

Customer handling

Coordination

Documentation

Multi-tasking

CRM knowledge

Escalation management

Professional demeanor

Cross-functional teamwork

Education

Graduate in any discipline

Tools

MS Excel

MS Word

CRM tools

Job description

N Human Resources & Management Systems | Full time

Job Description – Customer Onboarding Executive

Position: Customer Onboarding Executive

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 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.

Follow-up and issue-resolution effectiveness.