Customer Success Executive | Mumbai

Zoho; Thane; On-site; INR 360,000 - 480,000; Full time

Job summary

Zoho is seeking a proactive professional for N Human Resources & Management Systems to manage end-to-end customer onboarding and related documentation. You will coordinate with customers through installation, site visits, delivery and activation processes, while collaborating with Sales, Operations, Service and Installation teams.

The ideal candidate has 1–3 years in onboarding, customer success or operations, excellent communication and follow-up skills, and strong knowledge of MS Excel and CRM

Qualifications

• Graduate in any discipline.
• 1–3 years in Customer Onboarding, Customer Success, Customer Support, Client Coordination or Operations.
• Excellent communication, coordination and follow-up skills.
• Good knowledge of MS Excel and CRM tools.
• B2B services, HVAC, SaaS, home services or subscription experience is an advantage.

Responsibilities

• Manage end-to-end customer onboarding and documentation.
• Coordinate with customers for installation, site visits, delivery and service activation.
• Work closely with Sales, Operations, Service and Installation teams.
• Update customer details and onboarding status in CRM/trackers.
• Follow up with customers and internal teams to ensure timely completion.
• Handle onboarding-related queries and escalate issues when required.
• Conduct post-onboarding follow-ups and collect customer feedback.

Skills

Customer onboarding experience

Communication

Coordination

Follow-up

MS Excel

CRM tools

Education

Any degree

Tools

MS Excel

CRM tools

Job description

N Human Resources & Management Systems | Full time

• Manage end-to-end customer onboarding and documentation.
• Coordinate with customers for installation, site visits, delivery and service activation.
• Work closely with Sales, Operations, Service and Installation teams.
• Update customer details and onboarding status in CRM/trackers.
• Follow up with customers and internal teams to ensure timely completion.
• Handle onboarding-related queries and escalate issues when required.
• Conduct post-onboarding follow-ups and collect customer feedback.

Requirements

• Graduate in any discipline.
• 1–3 years in Customer Onboarding, Customer Success, Customer Support, Client Coordination or Operations .
• Excellent communication, coordination and follow-up skills.
• Good knowledge of MS Excel and CRM tools .
• B2B services, HVAC, SaaS, home services or subscription experience is an advantage.