Senior Sales Development Representative

InFynd; Coimbatore District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

27x.ai seeks an AI Onboarding & Account Manager to lead the customer journey from onboarding through renewal. You will manage AI SDR campaigns, Agent Studio configurations, and customer training, while guiding the onboarding team to deliver a seamless experience.

You will coordinate with Sales, Marketing, Product, and Support to ensure successful adoption and retention across diverse markets. The role requires 4–7 years in SaaS onboarding or customer success, with strong leadership,

Qualifications

• Bachelor's degree in business or IT field.
• 4–7 years in SaaS onboarding or customer success.
• Experience leading a team.
• Strong English communication and CRM proficiency.

Responsibilities

• Own end-to-end onboarding and implementation for customers.
• Lead kickoff and discovery meetings to capture requirements.
• Configure accounts, workspaces, user access, and settings.
• Set up AI SDR campaigns, sequences, and workflows.
• Assist ICP definition, segmentation, and target accounts.
• Configure AI agents, prompts, and automated workflows.
• Coordinate CRM integrations and data flows.
• Conduct product demos, training, and onboarding sessions.
• Monitor adoption, engagement, and implementation progress.
• Manage accounts as primary contact for updates and escalations.
• Troubleshoot configuration, campaigns, and integration issues.
• Drive retention, renewals, and upsell opportunities.
• Mentor onboarding team and allocate accounts.
• Develop SOPs and training materials for onboarding.
• Track timelines, satisfaction, and team performance.
• Collaborate with Sales, Marketing, Product, Eng., Support.

Skills

SaaS Onboarding

Account Management

Team Leadership

CRM Workflows

B2B Sales

AI Tools Familiarity

Education

Bachelor's degree in Business Administration, Marketing, Information Technology, CS

Tools

HubSpot

Salesforce

Zoho CRM

Agent Studio

Job description

Job Description – AI Onboarding & Account Manager

Company: 27x.ai

Department: Customer Success & Implementation

Experience: 4–7 Years

Employment Type: Full-Time

Location: India

Reporting To: Business Leadership / Head of Customer Success / CMO

Role Overview

We are looking for a proactive, customer-focused, and technically capable AI Onboarding & Account Manager to manage the complete customer lifecycle, from onboarding and implementation to account management, customer success, retention, and business growth.

The ideal candidate will have experience in B2B SaaS customer onboarding, AI-powered sales automation, account management, and team leadership. The role involves configuring AI SDR campaigns, implementing AI agents through Agent Studio, training customers, resolving technical issues, and leading the existing onboarding team to ensure a seamless customer experience.

Roles and Responsibilities

• Manage the end-to-end customer onboarding process, from subscription activation to successful implementation and product adoption.
• Conduct customer kickoff and discovery meetings to understand business requirements, target markets, and expected outcomes.
• Configure customer accounts, workspaces, user access, and relevant product settings.
• Set up AI SDR agents, prospecting strategies, email sequences, follow-up workflows, and campaign configurations.
• Assist customers with Ideal Customer Profile (ICP) definition, prospect segmentation, lead qualification, and target account identification.
• Configure AI agents, prompts, instructions, and automated workflows using 27x.ai Agent Studio.
• Coordinate integrations with supported CRM platforms, email accounts, calendars, APIs, and other business applications.
• Conduct product demonstrations, onboarding sessions, and customer training on AI SDR, Agent Studio, campaign management, and reporting.
• Monitor campaign performance, product adoption, customer engagement, and implementation progress, recommending improvements where necessary.
• Manage customer accounts and serve as the primary point of contact for queries, follow-ups, implementation updates, and escalations.
• Troubleshoot routine product configuration, campaign setup, workflow, and integration issues, coordinating with Product and Engineering teams when required.
• Build strong customer relationships, identify retention risks, support renewals, and identify upselling and cross-selling opportunities.
• Lead and mentor existing onboarding team members, allocate customer accounts, assign tasks, and monitor team productivity.
• Develop and maintain onboarding SOPs, implementation checklists, training materials, escalation procedures, and customer documentation.
• Track onboarding timelines, customer satisfaction, account health, issue resolution, and team performance through regular reports.
• Collaborate with Sales, Presales, Marketing, Product, Engineering, and Customer Support teams to ensure effective customer implementation and service delivery.
• Ensure compliance with company policies on data protection, information security, customer confidentiality, and responsible AI usage.
• Identify opportunities to improve onboarding efficiency, customer experience, product adoption, and overall operational performance.

Requirements

• Bachelor's degree in Business Administration, Marketing, Information Technology, Computer Science, or a related discipline.
• 4–7 years of experience in SaaS onboarding, customer success, account management, implementation, or technical customer support.
• Prior experience managing, mentoring, or coordinating team members is strongly preferred.
• Strong understanding of B2B sales processes, outbound prospecting, lead generation, and CRM workflows.
• Familiarity with AI tools, AI agents, prompt engineering, and workflow automation.
• Working knowledge of CRM platforms such as HubSpot, Salesforce, Zoho CRM, or equivalent.
• Understanding of campaign configuration, email deliverability, and application integrations.
• Ability to troubleshoot routine technical issues and communicate technical concepts clearly to non-technical customers.
• Excellent verbal and written English communication skills.
• Strong customer relationship management, presentation, problem-solving, and organizational skills.
• Ability to manage multiple customer accounts, prioritize competing requirements, and meet deadlines.
• Experience developing SOPs, onboarding processes, customer documentation, and performance reports.
• Strong ownership, leadership, accountability, and a customer-first mindset.

Preferred Qualifications

• Experience with AI SDR platforms, sales engagement tools, marketing automation, or AI agent platforms.
• Familiarity with no-code or low-code automation, APIs, webhooks, and workflow design.
• Knowledge of SPF, DKIM, DMARC, and responsible outbound email practices.
• Experience with customer retention, renewals, account health monitoring, and churn prevention.
• Familiarity with GDPR, data protection, and responsible B2B outreach practices.
• Experience supporting international B2B SaaS customers across the UK, US, Europe, or other global markets.

Key Performance Expectations

• Timely and successful customer onboarding and implementation.
• Effective configuration and deployment of AI SDR campaigns and AI agents.
• Improved customer adoption, engagement, and satisfaction.
• Timely resolution and escalation of customer issues.
• Strong customer retention and identification of account growth opportunities.
• Effective onboarding team management, productivity, and delivery quality.
• Consistent documentation, SOP compliance, and process improvement.

Overall Objective:

To build and manage a structured, scalable onboarding and account management function for 27x.ai, ensuring faster customer implementation, effective AI adoption, improved customer retention, and consistent team performance.