Onboarding and Implementation Lead

Keka Technologies Private Limited; Pune District; On-site; INR 1,500,000 - 2,200,000; Full time

Job summary

Conversive in Pune, India seeks a Product Onboarding and Implementation Lead to drive onboarding for Enterprise customers, ensuring smooth transitions and high satisfaction. You will analyze customer needs, provide product expertise, and deliver tailored solutions, blending technical acumen with leadership.

This role collaborates with sales and product teams, manages onboarding projects, prototypes integrations, and guides customers through the deployment lifecycle to achieve measurable value

Qualifications

• Experience with CRM platforms used for onboarding enterprise customers.
• Ability to gather client requirements and translate them into implementation plans.
• Strong communication and stakeholder management to guide cross-functional teams.

Responsibilities

• Lead onboarding for Enterprise customers and deliver tailored implementation solutions.
• Ensure Statements of Work align with client requirements and best practices.
• Collaborate with Sales to close deals and transition to delivery.
• Capture client feedback and relay requirements to Product Managers.
• Stay updated on market trends and product/competitor landscapes.
• Mentor onboarding and implementation team members on technical knowledge and career growth.

Skills

Salesforce/Zoho CRM experience

Questioning skills

Analytical thinking

Attention to detail

Team collaboration

Technical consultation

Business acumen

Partnerships & channels

Customer relationship

Tools

Salesforce

Zoho CRM

Job description

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.

At Conversive, we thrive in a dynamic and fast-paced environment where every moment presents an opportunity for growth and exploration. We are in search of individuals who exude drive, resourcefulness, and an insatiable appetite for conquering challenges. If you're a visionary leader with a blend of business acumen and tech-savvy prowess, ready to contribute to the legacy of a dynamic company, then Conversive eagerly anticipates your expertise. Join us, and together, let’s script a saga of unparalleled triumph.

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?

• Experience in CRM - Salesforce/ Zoho
• Skill to ask the right questions
• Knowledge on organization offerings and analytical skills
• Time-bound and attention to detail
• Ability to work as a team
• Providing technical consultation to prospects/ customers
• 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.

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