Onboarding & Implementation Executive

Staritas International; Subang Jaya; On-site; MYR 42,000 - 78,000; Full time

Job summary

Staritas International is seeking an Onboarding & Implementation Executive to handle hands-on setup, configuration, and technical delivery to bring new clients live on our data and intelligence platform. You will provision client profiles, manage user access, and coordinate kickoff and training sessions, ensuring smooth activation.

The role requires a Bachelor’s degree and 2–4 years in sales or customer service, familiarity with CRM tools like Salesforce, strong analytical, time-management and

Qualifications

• Bachelor’s degree in business administration or related field.
• 2–4 years of recent experience in sales and customer service.
• Experience with Salesforce or other major CRM tools is a plus.
• Experience in a matrixed organization is preferred.
• Strong analytical work and ability to prioritize multiple requests.

Responsibilities

• Provision new client organization profiles and allocate user seats based on contracted subscription tiers.
• Create, update, and manage individual user profiles, permissions, and data access.
• Process daily access requests including onboarding new members and transferring licenses.
• Handle bulk user roster uploads and updates using admin tools.
• Track login activity and assist unactivated users to reduce onboarding friction.
• Coordinate kickoff and training sessions between clients and internal teams.

Skills

Time management

Problem solving

Attention to detail

Prioritization

Analytical skills

Multitasking

Education

Bachelor’s degree in business administration or related field

Tools

Salesforce

Job description

The Onboarding & Implementation Executive handles the hands-on setup, configuration, and technical delivery required to bring new clients live on our data and intelligence platform.

RESPONSIBILITIES

Onboarding

• Provision new client organization profiles and allocate user seats based on contracted subscription tiers.
• Create, update, and manage individual user profiles, assigned permissions, and module-level data access.
• Process daily access requests from client administrators, including onboarding new team members, transferring seat licenses, and deactivating departed users.
• Handle bulk user roster uploads and updates using admin tools and spreadsheets.
• Verify that all provisioned users receive valid invitations, login credentials, and access permissions without delay.
• Execute the standard onboarding runbook upon receiving closed-won account handovers from the Sales team.
• Send out standardized welcome kits, login instructions, and platform access guides to client admins and end users.
• Track initial login activity and platform activation rates across newly onboarded accounts.
• Conduct proactive outreach to unactivated users or client admins to assist with initial login friction.

Onboarding Task Execution & Milestone Tracking

• Execute step-by-step onboarding workflows outlined in the implementation runbook.
• Track daily task lists, log progress in internal tracking tools and ensure action items are completed within target turnaround times.
• Coordinate scheduling for kickoff and training sessions between clients and internal team members.
• Prepare meeting collateral, agendas, and post-session follow-up summaries with clear action items.

User Access Troubleshooting & First-Line Setup Support

• Serve as the dedicated operational contact for access and authentication queries during the onboarding phase.
• Investigate and resolve initial access issues, including credential resets, login roadblocks, invitation link expirations, and missing module permissions.
• Deliver brief, focused access walkthroughs or screen-share orientations for client admins on how to manage their roster and navigate the platform.

License Governance & Record Keeping

• Reconcile active user lists against contracted seat counts in the CRM to prevent over-provisioning or unauthorized access.
• Maintain clean, organized records of client user rosters, admin contacts, and contract entitlements within internal databases and CRMs.
• Document any unique client access requirements, billing contact details, or corporate domain restrictions.

Operations Handoff & Documentation

• Execute formal handoff procedures to transfer stabilized, fully provisioned accounts to the broader Client Operations team for ongoing day-to-day servicing.
• Update internal SOPs, onboarding email templates, and admin checklists to streamline user provisioning workflows.

REQUIREMENTS

• Bachelor’s degree in business administration or other relevant studies / equivalent working experience is required.
• 2~4 years of recent working experiencing in sales and customer service
• Experience with Salesforce or other major CRM tools would be a plus.
• Experience working in a matrixed level role and environment is preferred.
• Experience with high analytical work is preferred.
• Ability to prioritize incoming requests from multiple sources, proven track record of juggling multiple tasks simultaneously and completing projects by set deadlines.
• Effective time management and problem-solving skills.
• Detailed-oriented and able to use good judgement when making decision.