Customer Success - CRM Onboarding Executive

PEPPER CLOUD PTE. LTD.; Singapore; Remote; SGD 45,000 - 75,000; Full time

Benefits offered by this job

International client exposure

AI-powered SaaS products

Career growth opportunities

Remote-friendly environment

Competitive salary

Job summary

Pepper Cloud is seeking a Customer Success - CRM Onboarding Executive to guide clients through onboarding and CRM implementation, ensuring smooth adoption and acting as a liaison between clients and internal teams.

You will manage end-to-end onboarding, analyze business requirements, conduct demonstrations and training, and coordinate with Product, Support, and Tech teams to deliver a seamless CRM experience across international clients.

Qualifications

• Fluent in Mandarin and English (spoken and written).
• Experience with IT/Enterprise solutions implementation or SaaS onboarding is preferred.
• Strong communication and presentation skills demonstrated through client interactions and training sessions.
• Ability to multitask and manage priorities in a fast-paced SaaS environment.
• Experience with CRM platforms such as Salesforce, HubSpot, Zoho, Freshworks or similar is advantageous.

Responsibilities

• Manage end-to-end client onboarding and CRM implementation to ensure successful product adoption
• Analyze client business requirements and configure CRM workflows to meet their needs
• Conduct virtual product demonstrations, onboarding sessions, and client training to facilitate CRM usage
• Guide customers through CRM setup and best practices to optimize their experience
• Serve as the primary contact during onboarding, providing timely support and resolving issues efficiently
• Coordinate with internal technical teams to address client requirements and technical challenges
• Build and maintain strong client relationships to ensure satisfaction and retention
• Proactively identify and communicate opportunities to enhance the customer experience
• Collaborate closely with Product, Support, and Tech teams to relay customer feedback and suggest product improvements
• Maintain accurate onboarding documentation and implementation records for transparency and continuous improvement

Skills

Mandarin

English

Communication

Presentation

Tools

Salesforce

HubSpot

Zoho

Freshworks

Job description

Company Overview

Pepper Cloud is an AI WhatsApp CRM platform designed for small and medium-sized enterprises to centralize sales and customer support operations. It unifies omnichannel communications-including WhatsApp, email, and social messaging-into a single interface to eliminate fragmented customer interactions. The solution features customizable sales pipelines, automated lead capture, smart task routing, and built-in AI tools for instant chat responses and predictive reporting. By automating repetitive administrative tasks and providing real-time activity dashboards, the software helps businesses accelerate deal conversion, shorten sales cycles, and deliver consistent, personalized customer engagement.

Job Summary

We are seeking a passionate Customer Success - CRM Onboarding Executive to guide clients through onboarding and CRM implementation, ensuring smooth adoption and acting as a liaison between clients and internal teams.

Responsibilities

• Manage end-to-end client onboarding and CRM implementation to ensure successful product adoption
• Analyze client business requirements and configure CRM workflows to meet their needs
• Conduct virtual product demonstrations, onboarding sessions, and client training to facilitate CRM usage
• Guide customers through CRM setup and best practices to optimize their experience
• Serve as the primary contact during onboarding, providing timely support and resolving issues efficiently
• Coordinate with internal technical teams to address client requirements and technical challenges
• Build and maintain strong client relationships to ensure satisfaction and retention
• Proactively identify and communicate opportunities to enhance the customer experience
• Collaborate closely with Product, Support, and Tech teams to relay customer feedback and suggest product improvements
• Maintain accurate onboarding documentation and implementation records for transparency and continuous improvement

Required competencies and certifications

• Fluent in Mandarin and English (spoken and written) to effectively communicate with both Mandarin speaking and other international clients
• Comfortable handling international clients across multiple countries

Preferred competencies and qualifications

• Minimum 2 years of experience in IT/Enterprise solutions implementation, SaaS onboarding, customer success, software support, or client training
• Strong communication and presentation skills demonstrated through client interactions and training sessions
• Ability to multitask and manage priorities in a fast-paced SaaS environment
• Experience with CRM platforms such as Salesforce, HubSpot, Zoho, Freshworks, or similar software is advantageous

Other Information

Benefits:

• Work with international clients across multiple countries
• Exposure to AI-powered SaaS products in a fast-growing startup environment
• Career growth opportunities
• Flexible work environment with remote options
• Competitive salary package