Onboarding & Implementation Success Lead

Webbeeglobal; Hinoba-an; On-site; PHP 420,000 - 540,000; Full time

Job summary

WebBee eSolutions private limited invites applications for the Customer Success Executive – Onboarding & Implementation. You will manage client onboarding from installation to go-live, coordinate with internal teams, and guide customers through configuration, testing, and activation.

The role requires 2–4 years in customer success or SaaS, excellent communication, ability to handle multiple onboarding projects, and experience with Jira/ClickUp/Zoho.

Qualifications

• 2–4 years of experience in Customer Success, Onboarding, Implementation, SaaS, or similar customer-facing roles.
• Excellent verbal and written communication skills.
• Experience managing multiple onboarding activities simultaneously.
• Strong coordination, follow-up, and organizational skills.
• Ability to work with mid-market and enterprise customers.
• Basic understanding of SaaS products, integrations, APIs, configurations, or technical workflows.
• Strong problem-solving and escalation-handling abilities.
• Ability to manage multiple priorities and meet implementation timelines.
• Comfortable working with cross-functional teams.
• Good documentation and reporting skills.
• Experience with SaaS, eCommerce, ERP, CRM, API integrations, or automation platforms.
• Exposure to Jira, ClickUp, Zoho, or similar platforms.
• Experience working with international customers.
• Consultative selling or soft-sales experience.

Responsibilities

• Manage customer onboarding activities from installation to successful go-live.
• Prepare and maintain onboarding plans, milestones, timelines, and checklists.
• Conduct customer onboarding and implementation calls.
• Guide customers through configuration, setup, integration, testing, and activation.
• Follow up with customers to ensure completion of onboarding activities.
• Drive customers toward their first successful transaction.
• Coordinate with Business Analysts, Development, QA, Product, and Support teams for customer implementations.
• Track configuration, data mapping, testing, integrations, dependencies, and pending activities.
• Follow up with internal teams to ensure timely resolution of customer requirements and issues.
• Maintain clear records of customer action items and implementation status.
• Act as a key point of contact for customers during the onboarding process.
• Provide regular updates regarding implementation progress, pending activities, delays, and technical issues.
• Maintain professional and proactive communication with customers.
• Understand customer requirements and ensure they are communicated accurately to internal teams.
• Identify onboarding blockers and potential delays at an early stage.
• Coordinate with relevant internal teams to resolve implementation issues.
• Ensure timely follow-up until customer issues are resolved.
• Identify recurring onboarding challenges and implementation bottlenecks.
• Suggest improvements to onboarding processes, checklists, and documentation.
• Share customer feedback and recurring issues with relevant internal teams.
• Contribute to improving onboarding efficiency and customer satisfaction.

Skills

Customer Success

Onboarding

Implementation

SaaS

Client Relationship

Communication

Cross-functional

Problem Solving

Project Coordination

Documentation

Sales Support

International Clients

APIs

Tools

Jira

ClickUp

Zoho

Job description

WebBee eSolutions private limited invites applications for the Customer Success Executive – Onboarding & Implementation. You will manage client onboarding from installation to go-live, coordinate with internal teams, and guide customers through configuration, testing, and activation.

The role requires 2–4 years in customer success or SaaS, excellent communication, ability to handle multiple onboarding projects, and experience with Jira/ClickUp/Zoho.