What You'll Do

Entrepreneur Onboarding

● Manage the onboarding process for current 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

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