What You'll Do

Entrepreneur Onboarding

● Manage the onboarding process for new entrepreneurs joining the program.

● Welcome entrepreneurs and serve as a friendly, qualified 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.

● Strong attention to detail and accurate documentation habits.

● Comfortable working independently in a remote environment.

● Proactive, dependable, and comfortable taking ownership without needing constant direction.

● Comfortable learning and using AI tools and technology to improve workflows.

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