Role Purpose
The Customer Success & Onboarding Executive will own the customer journey from the initial post-sale handover through successful implementation, activation and early adoption. The person will coordinate customer and internal actions, deliver product training, ensure customers achieve measurable value, and identify relevant opportunities to adopt additional features or plans.
This is not pure support, chat-support or aggressive sales role. It requires consultative communication, structured follow-up, product understanding, commercial awareness and end-to-end accountability for onboarding outcomes.

Key Responsibilities

1. Onboarding Ownership
Own assigned customers from sales handover until onboarding completion and transition to ongoing customer success or support.
Conduct structured kickoff calls to understand the customers business model, platforms, fulfilment workflow, use cases, expected outcomes and launch timeline.
Prepare and maintain a transparent onboarding plan with milestones, owners, dependencies, target dates, risks and next actions.




Guide customers through account setup, platform connections, configuration, product mapping, testing and go-live readiness.
Coordinate dependencies involving the customer, support, product, engineering, QA, operations and sales teams.
Ensure the customer reaches an agreed activation milestone, such as a successful first order, inventory sync or completed production workflow.
Prevent onboarding from becoming inactive by following up consistently and escalating genuine blockers.

2. Product Training and Adoption
Conduct product demonstrations and role-based training sessions for customer stakeholders.
Explain workflows in simple business language while remaining accurate about system behaviour and limitations.
Recommend configurations and features based on the customers operating model rather than giving generic demonstrations.
Create or improve onboarding checklists, training material, help articles, call summaries a

📌 Customer Success (Noida)
🏢 Webbee Esolutions Private
📍 Noida