Customer Success Executive – Onboarding & Implementation

WebBee Global; Dadri; Sur place; INR 420 000 - 700 000; Plein temps

Avantages offerts par ce poste

Jira experience

ClickUp experience

Zoho experience

International customers

Consultative selling

Résumé du poste

WebBee eSolutions Pvt Ltd. in Uttar Pradesh invites a Customer Onboarding & Implementation specialist to lead onboarding from installation to go-live, including planning, configuration, and activation.

You will coordinate with Business Analysts, Development, QA, Product, and Support to map data, test integrations, and ensure timely delivery, while maintaining clear records and proactive communication. Experience in SaaS onboarding, strong communication, and the ability to manage multiple

Qualifications

• 2–4 years of experience in Customer Success, Onboarding, Implementation, SaaS, or similar.
• Excellent verbal and written communication skills.
• Strong customer-handling and relationship-management skills.
• Experience managing multiple onboarding activities simultaneously.
• Strong coordination, follow-up, and organizational skills.
• Ability to work with mid-market and enterprise customers.
• Basic understanding of SaaS products, integrations, APIs, configurations, or technical workflows.
• Strong problem-solving and escalation-handling abilities.
• Ability to manage multiple priorities and meet timelines.
• Comfortable working with cross-functional teams.
• Good documentation and reporting skills.

Responsabilités

• Manage customer onboarding activities from installation to go-live.
• Prepare onboarding plans, milestones, timelines, and checklists.
• Conduct onboarding calls and guide configuration, setup, and activation.
• Act as a key contact and provide regular implementation status updates.
• Coordinate with BA, Development, QA, Product, and Support teams.
• Track configuration, data mapping, testing, and integrations.
• Identify blockers and coordinate resolution with internal teams.
• Suggest improvements to onboarding processes and documentation.
• Share customer feedback with teams to improve satisfaction.
• Maintain records of actions and implementation status.
• Follow up to ensure first successful transaction.

Connaissances

Communication skills

Customer handling

Relationship management

Coordination

Problem solving

Time management

Outils

Jira

ClickUp

Zoho

Description du poste

Customer Onboarding & Implementation

• Manage customer onboarding activities from installation to successful go-live.
• Prepare and maintain onboarding plans, milestones, timelines, and checklists.
• Conduct customer onboarding and implementation calls.
• Guide customers through configuration, setup, integration, testing, and activation.
• Follow up with customers to ensure completion of required onboarding activities.
• Drive customers toward their first successful transaction.

Internal Coordination

• Coordinate with Business Analysts, Development, QA, Product, and Support teams for customer implementations.
• Track configuration, data mapping, testing, integrations, dependencies, and pending activities.
• Follow up with internal teams to ensure timely resolution of customer requirements and issues.
• Maintain clear records of customer action items and implementation status.

Customer Communication

• Act as a key point of contact for customers during the onboarding process.
• Provide regular updates regarding implementation progress, pending activities, delays, and technical issues.
• Maintain professional and proactive communication with customers.
• Understand customer requirements and ensure they are communicated accurately to internal teams.

Issue & Escalation Handling

• Identify onboarding blockers and potential delays at an early stage.
• Coordinate with relevant internal teams to resolve implementation issues.
• Handle routine customer escalations during onboarding.
• Ensure timely follow-up until customer issues are resolved.

Process Improvement

• Identify recurring onboarding challenges and implementation bottlenecks.
• Suggest improvements to onboarding processes, checklists, and documentation.
• Share customer feedback and recurring issues with relevant internal teams.
• Contribute to improving onboarding efficiency and customer satisfaction.

Requirements

• 2–4 years of experience in Customer Success, Customer Onboarding, Implementation, SaaS, or a similar customer-facing role.
• Excellent verbal and written communication skills.
• Strong customer-handling and relationship-management skills.
• Experience managing multiple customer onboarding activities simultaneously.
• Strong coordination, follow-up, and organizational skills.
• Ability to work with mid-market and enterprise customers.
• Basic understanding of SaaS products, integrations, APIs, configurations, or technical workflows.
• Strong problem-solving and escalation-handling abilities.
• Ability to manage multiple priorities and meet implementation timelines.
• Comfortable working with cross-functional teams.
• Good documentation and reporting skills.

Good to Have

• Experience with SaaS, eCommerce, ERP, CRM, API integrations, or automation platforms.
• Exposure to tools such as Jira, ClickUp, Zoho, or similar platforms.
• Experience working with international customers.
• Consultative selling or soft-sales experience.