Onboarding Specialist

Alendei Platforms Private Limited; Vadodara; On-site; INR 300,000 - 450,000; Full time

Job summary

Alendei Platforms Private Limited is seeking an Onboarding Specialist to guide new clients through the onboarding process, capture their requirements, and ensure a smooth setup of the platform and initial configuration. You will train clients on the product, coordinate with technical and product teams to implement needs, and keep onboarding records up to date.

This role focuses on clear communication, efficient problem solving, and a smooth handover to support or account management after

Qualifications

• Experience with client onboarding processes or customer success operations.
• Strong communication and client-handling skills.
• Ability to translate client requirements into actionable steps.
• Familiarity with SaaS platforms and CRM systems.
• Experience with platform setup and initial configuration.

Responsibilities

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

Skills

Communication

Client handling

Requirements translation

Organization

Coordination

Tools

WhatsApp API

SMS platforms

Chatbot platforms

CRM systems

SaaS tools

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.