Position Onboarding Specialist - Customer SuccessPrimary Role Objective Deliver end-to-end client onboarding including setup integrations WhatsApp Google My Business GMB configuration and product training ensuring a seamless client experience and measurable satisfaction Key Responsibilities 1 Client Onboarding Setup- Complete onboarding sessions per day- Ensure onboarding completion within SLA 90 target - Deliver setup accuracy and configuration success for CRM WhatsApp GMB - Handle setup integrations WhatsApp GMB and training in one unified call2 Training Client Enablement- Conduct live product demonstrations and walkthroughs- Train clients on platform usage including dashboard analytics and reports- Share support documentation and product guide reference sheets- Ensure 100 training completion rate per session- Achieve CSAT NPS Score 3 Process Adherence CRM Documentation- Maintain complete and accurate CRM records- Update session outcomes in Zoho CRM same day- Capture all session details including trainer setup notes feedback- Track and manage re-onboarding cases accurately- Ensure 100 feedback capture via Call Rating System4 Collaboration Communication- Coordinate with Account Managers for pre-session confirmation- Collaborate with Support Team for timely post-onboarding handoff- Handle escalations within 1 business day SLA- Attend weekly and monthly review meetings 5 Quality Continuous Improvement- Maintain error rate- Incorporate client and CS feedback for process improvements6 Automation System Efficiency- Ensure correct calendar-booking automation - Validate CRM Google Calendar sync- Report automation errors within 12 hours- Maintain slot utilization rateRequired Skills - Excellent communication and presentation skills- Strong technical aptitude for CRM integrations- Experience with WhatsApp Business API and GMB- Customer success and onboarding experience- Proficiency in Zoho CRM and Google Calendar- Time management and organizational skills- Problem-solving and troubleshooting abilities2 Technical Configuration Integration- Configure CRM workflows custom fields and automation rules- Set up WhatsApp Business API integrations and templates- Configure Google My Business profiles and optimization- Ensure all technical integrations are tested and functional before handoff3 Product Training Enablement- Conduct comprehensive product training sessions for new clients- Create customized training materials and documentation- Ensure clients understand all features and best practices- Provide post-training support during initial usage period4 Documentation Quality Assurance- Maintain detailed onboarding records in CRM- Document client-specific configurations and customizations- Follow quality checklists to ensure complete setup- Gather feedback and identify improvement opportunitiesRequirementsEducation - Bachelor s degree in Business Communications or related field- Additional certifications in Customer Success or SaaS preferredExperience - 2-3 years of experience in customer success onboarding or technical training- Experience with SaaS products and enterprise communications platforms- Hands-on experience with CRM systems- Experience with WhatsApp Business API and Google My BusinessTechnical Skills - Strong proficiency in Zoho CRM and Google Calendar- Understanding of API integrations and webhooks- Familiarity with customer onboarding automation tools- Ability to troubleshoot technical issues during onboarding sessionsSoft Skills - Excellent verbal and written communication skills- Strong presentation and training abilities- Time management and ability to handle multiple sessions daily- Problem-solving mindset with attention to detail- Customer-centric approach with empathy- Ability to work collaboratively with cross-functional teamsPreferred Qualifications - Experience in telecommunications or enterprise software industry- Knowledge of call routing IVR systems and business communication tools- Prior experience with MyOperator platform is a plus- Track record of achieving high CSAT NPS scoresBenefitsCompensation Benefits - Competitive salary package CTC up to 5 LPA based on experience - Performance-based incentives and bonuses- Annual performance reviews and merit increasesHealth Wellness - Comprehensive health insurance coverage- Mental health and wellness programsWork-Life Balance - Flexible working hours- Work from home options- Paid time off and holidaysProfessional Development - Training and skill development programs- Growth opportunities opportunities within Customer Success team- Access to industry certifications and coursesWork Environment - Modern office infrastructure- Collaborative and supportive team culture- Latest tools and technology for productivity ref updazz com