About the Role
We are looking for a proactive and customer-focused Customer Success Executive to join our growing Success team. In this role, you will be the first point of contact for new clients, guiding them through onboarding, ensuring a smooth setup, and helping them realize value from the product quickly.
Key Responsibilities
- Own the end-to-end onboarding journey for current clients on Pramaan, from kickoff to go-live.
- Conduct onboarding calls/demos to walk clients through product setup, configuration, and best practices.
- Create and maintain onboarding documentation, guides, and training materials.
- Identify and resolve onboarding blockers by coordinating with Product, Engineering, and Support teams.
- Track onboarding progress and maintain accurate records in the CRM/CS tool.
- Gather client feedback during onboarding to improve the process and product experience.
- Ensure timely handoff of accounts to the ongoing Customer Success/Account Management team post-onboarding.
- Monitor key onboarding metrics (time-to-value, activation rate, drop-offs) and report on them regularly.
- Build strong relationships with clients to drive product adoption and satisfaction from day one.
Interested candidates can send their updated resume to
[email protected] with the subject line "Application Customer Success Executive (Onboarding)".
📌 Customer Success Executive Client Onboarding (Vijayawada)
🏢 Pramanique Fintech
📍 Vijayawada