Customer Success B2B Onboarding Manager-Whitefield Bangalore

Hireginie; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

A health-tech SaaS company in India seeks a Client Onboarding Specialist to ensure seamless onboarding for corporate clients. In this role, you will manage client communications and coordinate with internal teams to resolve issues effectively. Ideal candidates have 2-5 years of experience in B2B Customer Success or Client Servicing, possess excellent English communication skills, and are detail-oriented. Proficiency with tools like Zendesk, Google Suite, and Salesforce is preferred.

Qualifications

• 2-5 years of experience in a B2B Customer Success or Client Servicing role.
• Excellent command of English, both written and spoken.
• Strong articulation and attention to detail.

Responsibilities

• Onboard corporate clients and coordinate with internal teams.
• Guide HR/Admins through the product onboarding process.
• Develop knowledge of products and systems.
• Address customer queries via phone, email, or chat.
• Manage corporate escalations related to onboarding.

Skills

B2B Customer Success

Client Servicing

Relationship Management

Excellent English communication

Data handling

Attention to detail

Education

Any Graduate (MBA preferred)

Tools

Zendesk

Slack

Google Suite

Salesforce

Excel

Job description

About Our Client

Our client is a well-funded and a high-growth B2B health-tech SaaS company in the insurance space, backed by top-tier global investors.

Job Title

Client Onboarding Specialist

Experience Required

2-3 years

Educational Qualification

Any Graduate (MBA preferred)

About the role

As a key member of the onboarding pod in the Mid-Market segment, you will ensure that both employees and employers navigate their health insurance and benefits seamlessly. You will be dedicated to customer success, going above and beyond to prioritise and assist end users. Being the first point of contact post-sale, you have to be the flag bearer of the client. We are looking for someone with excellent communication skills, a passion for helping people, and solving complex problems with creative solutions.

Responsibilities

• Onboard corporate clients, coordinating with internal teams (Sales, Account Management, Product) and external insurers.
• Guide HR/Admins and employees through the product onboarding process. Adhere strictly to standard operating procedures (SOP) for onboarding.
• Develop comprehensive knowledge of our products, systems, and processes. Address customer queries promptly and accurately via phone, email, or chat.
• Manage corporate escalations related to onboarding.
• Collaborate with internal and external teams to resolve customer issues efficiently. Drive customer retention by delivering exceptional service.

Requirements

• 2-5 years of experience in B2B Customer Success, Client Servicing, or Relationship Management (operations heavy role).
• Excellent command of English, both written and spoken.
• Smart in articulation and strong attention to detail.
• Proficiency with modern tools such as Zendesk, Slack, Google Suite, Salesforce preferred.
• Strong skills in data handling and Excel.
• Experience in a startup environment is a plus.

#onboarding #B2B #accountmanagement #communicationskills