Onboarding Specialist

Vrinsoft; Ahmedabad District; On-site; INR 600,000 - 900,000; Full time

Job summary

Vrinsoft in Ahmedabad is seeking an Onboarding Specialist with 3-6 years of experience. You will deliver product demos, manage end-to-end onboarding, and coordinate with Sales for smooth hand-offs. The role requires a finance-related degree, strong communication, and hands-on SaaS experience.

You will build relationships and track onboarding KPIs in CRM. Join a client-focused team in a fast-paced SaaS environment, contributing to successful deployments and customer satisfaction.

Qualifications

• 3-4+ years in client onboarding, customer success or account management.
• Finance, Accounting or Commerce degree or equivalent.
• Experience in a sales-oriented onboarding/relationship role.
• Hands-on experience with SaaS products or platforms.
• Excellent communication and organisational skills.

Responsibilities

• Deliver product demos and own end-to-end onboarding: kickoff, setup, billing config, training and go-live support.
• Review contracts, pricing and invoicing terms for accurate financial setup.
• Partner with Sales for smooth hand-offs and upsell opportunities.
• Build strong client relationships as the main onboarding contact.
• Track onboarding KPIs and keep CRM records up to date.

Skills

Client onboarding

Customer success

Account management

Finance background

SaaS experience

Communication skills

Organizational skills

Education

Finance/Accounting/Commerce degree

Job description

Onboarding Specialist

3 - 6 years Ahmedabad

Experience : 3 to 5 years.

Responsibilities

• Deliver product demos to clients and own end-to-end onboarding: kick-off, account set-up, billing configuration, user training and go-live support.
• Review contracts, pricing and invoicing terms to ensure accurate financial set-up.
• Partner with Sales for smooth hand-offs and spot upsell opportunities.
• Build strong client relationships as their main point of contact during onboarding.
• Track onboarding KPIs and keep CRM records up to date.

Requirements

• 3-4+ years in client onboarding, customer success or account management.
• Strong finance background (degree in Finance, Accounting or Commerce, or equivalent experience).
• Experience in a sales-oriented role involving onboarding and relationship management.
• Hands-on experience with SaaS products or platforms.
• Excellent communication and organisational skills.