Customer Onboarding Executive - Vertoz

Vertoz; Navi Mumbai; On-site; INR 300,000 - 420,000; Full time

Job summary

Vertoz is seeking a Customer Onboarding Executive in Navi Mumbai to manage new customer onboarding from application to live account within agreed SLAs. You will coordinate with sales, finance, compliance and support to gather missing information, ensure accuracy, and keep records audit-ready.

The role requires a Graduate with 1–3 years in onboarding or related operations, strong English communication, and familiarity with web-based systems and Excel/Sheets.

Qualifications

• Graduate in any stream.
• 1–3 years in customer onboarding, operations, back-office or KYC processing.
• Clear written and spoken English; professional customer communication.

Responsibilities

• Review new customer applications and supporting documents for completeness and accuracy.
• Process each case in the system: update status, record decisions and reasons, and move it through the approval workflow.
• Coordinate with sales, finance, compliance and support to close missing information and approvals quickly.
• Communicate with customers by email and phone on pending documents and next steps.
• Flag suspicious, incomplete or non-compliant cases to your manager; never activate without required checks.
• Keep customer records clean and audit-ready; fix data errors and duplicates.
• Track turnaround time and pending cases, and share a daily or weekly status report.
• Report system bugs and suggest process improvements to the product and tech teams.

Skills

Attention to detail

English communication

Education

Graduate in any stream

Tools

MS Excel

Google Sheets

HubSpot

Job description

Navi Mumbai, India | Posted on 11/03/2026

We are looking for a Customer Onboarding Executive to join our team. You will own the onboarding of new customers in our internal system, from application received to account live, within agreed turnaround times.

Who we are:

Vertoz (NSEI: VERTOZ), an AI-powered MadTech and CloudTech Platform offering Digital Advertising, Marketing and Monetization (MadTech) & Digital Identity, and Cloud Infrastructure (CloudTech) caters to Businesses, Digital Marketers, Advertising Agencies, Digital Publishers, Cloud Providers, and Technology companies. For more details, please visit our website here

What you will do:

• Review new customer applications and supporting documents (KYC, business proof, tax and billing details) for completeness and accuracy.
• Process each case in the system: update status, record decisions and reasons, and move it through the approval workflow.
• Coordinate with sales, finance, compliance and support to close missing information and approvals quickly.
• Communicate with customers by email and phone on pending documents and next steps.
• Flag suspicious, incomplete or non-compliant cases to your manager; never activate without required checks.
• Keep customer records clean and audit-ready; fix data errors and duplicates.
• Track turnaround time and pending cases, and share a daily or weekly status report.
• Report system bugs and suggest process improvements to the product and tech teams.

Requirements

• Graduate in any stream; 1–3 years in customer onboarding, operations, back-office or KYC processing.
• High attention to detail and accuracy in data entry and document checking.
• Clear written and spoken English; professional customer communication.
• Comfortable with web-based systems, MS Excel or Google Sheets, and email tools.
• Ability to follow checklists and SOPs, meet SLAs and escalat on time.

Good to have

• Experience with CRM or billing tools such as HubSpot or WHMCS.
• Background in domains, hosting, SaaS or ad-tech customer operations