About Keiretsu Forum Northwest

We are the largest and most active region within the Keiretsu Forum global investment community of accredited private equity angel investors, venture capitalists and corporate/institutional investors.

Keiretsu

Forum is a worldwide network of capital, resources, and deal flows with over 60 chapters on four continents.

Keiretsu

Forum members invest in high-quality, diverse investment opportunities.

Keiretsu

Forum and Keiretsu Capital (the exclusive worldwide fund partner of Keiretsu Forum) are ranked as the most active venture investors in the USA. The Keiretsu community is also strengthened through its involvement in social and charitable activities.

Keiretsu

Forum is described as a conglomeration of individuals or small companies that are organized around private equity funding for mutual benefit.

Keiretsu

Forum believes that through a holistic approach that includes interlocking relationships with partners and key resources, we can offer an association that produces the highest quality deal flow and investment opportunities.

About the RoleWe are looking for a highly organized, confident, and people-oriented Entrepreneur Success & Onboarding Associate to support entrepreneurs participating in our subscription program.

In this role, you will be one of the key points of contact for entrepreneurs after they join. You will guide them through onboarding, introduce them to the services and resources available to them, answer questions, coordinate next steps, and ensure they continue to receive timely communication and follow-up throughout their journey.

This is a relationship-focused role with an operational backbone. The ideal candidate is someone who genuinely enjoys speaking with people, explaining things clearly, keeping conversations moving, and making sure nothing falls through the cracks.





You will also work with our CRM and internal systems to maintain accurate records, track entrepreneur activity, manage follow-ups, and help the team deliver a smooth and professional entrepreneur experience.

What You'll DoEntrepreneur Onboarding

- Manage the onboarding process for new entrepreneurs joining the program.
- Welcome entrepreneurs and serve as a friendly, professional first point of contact.
- Schedule and coordinate onboarding calls and meetings.
- Walk entrepreneurs through the services, resources, benefits, and processes available to them.
- Understand their needs and ensure they know what to expect next.
- Follow up after onboarding to ensure they are successfully getting started.

Entrepreneur Communication & Success

- Maintain regular communication with entrepreneurs through email, calls, and other communication channels.
- Answer questions and provide clear guidance on program processes and available services.
- Proactively follow up with entrepreneurs on pending actions, meetings, documents, and next steps.
- Build positive, professional relationships with entrepreneurs.
- Identify when an entrepreneur may need additional support and coordinate with the appropriate internal team member.
- Help create a consistently positive entrepreneur experience from onboarding through ongoing engagement.

CRM & Follow-Up Management

- Maintain accurate entrepreneur records in the CRM.
- Log conversations, activities, notes, and follow-up actions.
- Track onboarding progress and outstanding tasks.




- Ensure follow-ups happen on time and no entrepreneur or action is missed.
- Use CRM data to stay organized and manage multiple entrepreneur relationships simultaneously.
- Support reporting and maintaining accurate databases and dashboards.

Operations & Coordination

- Coordinate meetings, calls, webinars, workshops, and entrepreneur-related activities.
- Work across teams to ensure entrepreneur requests and next steps are completed.
- Maintain operational documentation and follow established processes.
- Identify gaps or repetitive tasks and suggest ways to make processes more efficient.
- Use tools such as Zoho, ChatGPT, Claude, Gemini, and basic automation tools to improve day-to-day workflows.

What We're Looking For

- 2 to 4 years of experience in Customer Success, Client Success, Customer Support, Account Management, Onboarding, Operations, Program Coordination, or a similar people-facing role.
- Excellent verbal and written communication skills.
- Comfortable speaking directly with entrepreneurs, business owners, founders, or other senior professionals.
- Strong follow-up skills — you naturally keep track of what needs to happen next.
- Highly organized and able to manage multiple people, conversations, and deadlines simultaneously.
- Comfortable explaining processes, services, and information clearly and confidently.
- Previous experience using a CRM or customer management system is strongly preferred.
- Experience with Zoho, HubSpot, Salesforce, or similar CRM platforms is a plus.
- Robust attention to detail and accurate documentation habits.
- Comfortable working independently in a remote workplace.
- Proactive, dependable, and comfortable taking ownership without needing constant direction.
- Comfortable learning and using AI tools and technology to improve workflows.

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📌 Syndication Support (Mumbai)
🏢 Keiretsu Forum Northwest
📍 Mumbai