Key Responsibilities
Customer Onboarding & Implementation
· Manage customer onboarding activities from installation to successful go-live.
· Prepare and maintain onboarding plans, milestones, timelines, and checklists.
· Conduct customer onboarding and implementation calls.
· Guide customers through configuration, setup, integration, testing, and activation.
· Follow up with customers to ensure completion of required onboarding activities.
· Drive customers toward their first successful transaction.
Internal Coordination
· Coordinate with Business Analysts, Development, QA, Product, and Support teams for customer implementations.
· Track configuration, data mapping, testing, integrations, dependencies, and pending activities.
· Follow up with internal teams to ensure timely resolution of customer requirements and issues.
· Maintain explicit records of customer action items and implementation status.
Customer Communication
· Act as a key point of contact for customers during the onboarding process.
· Provide regular updates regarding implementation progress, pending activities,



delays, and technical issues.
· Maintain professional and proactive communication with customers.
· Understand customer requirements and ensure they are communicated accurately to internal teams.
Issue & Escalation Handling
· Identify onboarding blockers and potential delays at an early stage.
· Coordinate with relevant internal teams to resolve implementation issues.
· Handle routine customer escalations during onboarding.
· Ensure timely follow-up until customer issues are resolved.
Process Improvement
· Identify recurring onboarding challenges and implementation bottlenecks.
· Suggest improvements to onboarding processes, checklists, and documentation.
· Share customer feedback and recurring issues with relevant internal teams.
· Contribute to improving onboarding efficiency and customer satisfaction.

Requirements
Required Skills & Qualifications
· 2–4 years of experience in Customer Success,

📌 Customer Success Executive – Onboarding (Noida)
🏢 Webbee Esolutions Private
📍 Noida