Onboarding and Implementation Lead

SMS-Magic; Maharashtra; On-site; INR 1,400,000 - 2,100,000; Full time

Job summary

Conversive, SMS-Magic’s onboarding division, seeks a Product Onboarding and Implementation Lead to drive onboarding for Enterprise clients, delivering tailored solutions and expert product guidance. The role blends technical acumen, strategic thinking, and leadership across sales and product teams.

You will analyze customer needs, provide product expertise, and oversee onboarding and implementation for new and existing clients, ensuring successful outcomes with strong stakeholder collaboration.

Qualifications

• Experience in CRM - Salesforce/ Zoho
• Excellent soft skills (Communication, Coordination & Negotiation)
• Skill to ask the right questions
• Knowledge on organization offerings and analytical skills
• Time-bound and attention to detail
• Customer facing & problem solving skills
• Ability to work as a team
• Presentation & Solution delivery
• Providing technical consultation to prospects/ customers
• People manager skill set

Responsibilities

• Developing solutions and organizing, planning, creating & delivering compelling proof of concept demonstrations
• Ensuring solutions stated in the Statement of Work are best practice and in line with client requirements
• Working closely with Sales to ensure successful closure of the sales process.
• Liaising with Product Managers to provide feedback from clients about product requirements
• Keeping abreast of market trends and product & competitor landscapes
• Be a people manager to ensure Onboarding and Implementation team members get the right support in terms of technical knowledge, and career grooming

Skills

Salesforce

Zoho CRM

Communication

Coordination

Negotiation

Questioning

Analytical skills

Teamwork

Presentation

Solution delivery

Technical consultation

Tools

Salesforce admin

Job description

About Us

Welcome to

Location:

Pune

About Us

Welcome to Conversive, a leading conversational AI solution for professionals and institutes. Our mission is to create enriched, AI-first customer engagement experiences for small and medium-sized businesses in sales, service, and marketing. With compliance at the core, our unique consent management features ensure information security and data privacy with minimal effort for businesses. We serve a global customer base spread across North America, Europe, and APAC.

Role Overview

We are seeking a Product Onboarding and Implementation Lead to drive onboarding for Enterprise customers, ensuring smooth transitions and high satisfaction. In this role, you will analyze customer needs, provide product expertise, and deliver tailored solutions. This position combines technical acumen, strategic thinking, and leadership skills, working closely with sales and product teams.

Key Responsibilities

• Developing solutions and organizing, planning, creating & delivering compelling proof of concept demonstrations
• Ensuring solutions stated in the Statement of Work are best practice and in line with client requirements
• Working closely with Sales to ensure successful closure of the sales process.
• Liaising with Product Managers to provide feedback from clients about product requirements
• Keeping abreast of market trends and product & competitor landscapes
• Be a people manager to ensure Onboarding and Implementation team members get the right support in terms of technical knowledge, and career grooming

What will qualify you for this role?

Essential

• Experience in CRM - Salesforce/ Zoho
• Excellent soft skills (Communication, Coordination & Negotiation)
• Skill to ask the right questions
• Knowledge on organization offerings and analytical skills
• Time-bound and attention to detail
• Customer facing & problem solving skills
• Ability to work as a team
• Presentation & Solution delivery
• Providing technical consultation to prospects/ customers
• People manager skill set

Desired

• Business approach
• Working with partners & other channels
• Customer Relationship building

What will drive your success?

• To succeed, you will need a strong understanding of Salesforce/Zoho CRM. Flexible skill set, including the ability to think strategically, execute tactically, and collaborate across many teams, levels, and situations.
• Use your technical expertise to help a customer succeed.Own and deliver onboarding and product implementation for new and existing clients independently.
• Prepare and deliver product messaging in an effort to highlight value proposition and unique differentiators, using whiteboarding, slide presentations, product demonstrations, white papers, trial management and RFI (Request for Information), SOWs, requirement gathering documents and other response documents.
• Work hands-on with products to demonstrate and prototype integrations in customer/partner environments.
• Make recommendations on integration strategies, enterprise architectures, platforms and application infrastructure required to successfully implement a complete solution, providing “best practice” advice to customers to optimise SMS-Magic effectiveness.
• (Documentation of solution configurations and diagrams to be captured for future reference)
• Work closely with Salesforce architects to design solutions that align with SMS Magic product and business requirements.
• Provide input on the configuration and customisation of Salesforce to meet SMS Magic product and business needs.
• Strong knowledge on Salesforce admin activities such as creating flows, optimising page layouts, and implementing customisations to enhance user experience and support tailored business processes.
• Maintain accurate and up-to-date documentation throughout the project lifecycle.
• Work with sales and marketing to respond to technical RFI/RFP questions
• Aid in the creation of product training and documentation materials.
• Articulate and demonstrate our learning validation and online proctoring solution, influence customer’s technical requirements, and position products relative to the competition
• Maintain an in-depth level of technical and industry knowledge through ongoing training, seminars and certifications
• A range of Salesforce certifications would be required to gain the necessary skills to be successful in this role. Success in this role would also require strong business acumen and passion to drive excellence in operations.

Read more about us at: https://beconversive.com/ https://www.sms-magic.com

" We are an ISO 27001:2013 compliant organisation and emphasize information security of our clients"