Onboarding Specialist

Alendei Platforms Pvt Ltd; Vadodara; On-site; INR 300,000 - 540,000; Full time

Job summary

Alendei Platforms Pvt Ltd in Vadodara is seeking an enthusiastic Onboarding Specialist to guide new clients through the onboarding journey, capture their requirements, and configure the platform for a smooth start.

You will coordinate with product and tech teams, provide basic training, document onboarding steps, and ensure a clean handover to support or account management after onboarding.

Qualifications

• Experience with client onboarding processes or customer success operations.
• Strong communication and client-handling skills.
• Ability to translate client requirements into operational steps.
• Basic knowledge of SaaS platforms and CRM systems.

Responsibilities

• Assist new clients during onboarding and understand their requirements.
• Guide platform setup, account configuration, and initial walkthrough.
• Coordinate with technical and product teams to implement client needs.
• Provide basic training and guidance on using the platform.
• Maintain onboarding documentation and client records.
• Smooth handover to support or account management after onboarding.
• Track onboarding progress and update internal systems.
• Address basic queries and escalate complex issues when needed.

Skills

WhatsApp API

SMS platforms

Chatbot platforms

SaaS tools

Onboarding processes

Communication skills

Translate requirements to steps

CRM systems

Tools

CRM systems

Job description

We are looking for an enthusiastic Onboarding Specialist responsible for assisting new clients during the onboarding process, understanding their requirements, and ensuring smooth platform setup and initial configuration.

• Understand client requirements during the onboarding phase.
  
• Assist clients with platform setup, account configuration, and initial walkthrough.
  
• Coordinate with technical and product teams to implement client requirements.
  
• Provide basic training and guidance to clients on using the platform.
  
• Maintain onboarding documentation and client records.
  
• Ensure smooth handover to the support or account management team after onboarding.
  
• Track onboarding progress and update internal systems.
  
• Address basic queries and elevate complex issues to the relevant teams.
  

Requirements

• Experience working with WhatsApp API, SMS platforms, chatbot platforms, or SaaS tools.
  
• Familiarity with client onboarding processes or customer success operations.
  
• Strong communication and client-handling skills.
  
• Ability to understand client business requirements and translate them into operational steps.
  
• Basic knowledge of SaaS platforms, CRM systems, or communication platforms.
  
• Good organizational and coordination abilities.