– Customer Onboarding Executive

Position: Customer Onboarding Executive

Location: Manpada, Thane, Mumbai

Employment Type: Full-Time

Department: Customer Experience / Operations

Experience: 1–3 Years

Industry: Climate-Tech / B2B Services

Key Responsibilities

- Coordinate with new customers to complete the onboarding process smoothly and on time.

- Collect and verify required customer information, documents, and onboarding details.

- Explain the onboarding process, timelines, service model, and next steps to customers.

- Coordinate with Sales, Operations, Service, Installation, and other internal teams for customer activation.

- Schedule installation, site visits, equipment delivery, or service activities as required.

- Maintain accurate customer records and update onboarding status in CRM/internal systems.

- Follow up with customers and internal teams to ensure all onboarding activities are completed within agreed timelines.

- Handle customer queries related to onboarding, installation, documentation, and service initiation.

- Identify and escalate onboarding issues or delays to the relevant team.

- Ensure a positive customer experience during the initial engagement with CircoLife.

- Maintain onboarding trackers, reports, and daily/weekly status updates.

- Conduct post-onboarding follow-ups to ensure customer satisfaction and smooth transition to the service team.

- Coordinate with customers for feedback and communicate recurring issues to the management team.

Required Skills

- Excellent verbal and written communication skills.





- Strong customer-handling and relationship-management skills.

- Good coordination and follow-up abilities.

- Strong attention to detail and documentation skills.

- Ability to manage multiple customers and tasks simultaneously.

- Good knowledge of MS Excel, Word, and basic CRM tools.

- Problem-solving and escalation-management skills.

- Professional and customer-friendly approach.

- Ability to work effectively with cross-functional teams.

Qualifications

- Graduate in any discipline.

- 1–3 years of experience in Customer Onboarding, Customer Success, Customer Support, Client Coordination, Operations, or related roles.

- Experience in B2B services, facility management, HVAC, home services, SaaS, or subscription-based businesses will be an added advantage.

Preferred Candidate Profile

We are looking for someone who is:

- Customer-focused and approachable.

- Proactive with solid follow-up skills.

- Organized and comfortable handling multiple activities.

- Comfortable communicating with B2B customers.

- Capable of coordinating with multiple internal teams.

- Willing to take ownership of customer onboarding from start to completion.

Key Performance Indicators (KPIs)

- Timely completion of customer onboarding.

- Customer onboarding turnaround time.

- Accuracy of customer documentation and data.

- Installation/service activation coordination.

- Customer satisfaction during onboarding.

- Follow-up and issue-resolution effectiveness.

Location

Manpada, Thane, Mumbai

Employment Type

Full-Time | On-Site

Apply on [email protected]

📌 Customer Onboarding Executive (Thane)
🏢 N Human Resources u0026 Management Systems
📍 Thane