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 clear 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 skilled 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 exp

📌 Customer Success Executive – Onboarding (Noida)
🏢 WebBee esolutions
📍 Noida