- Manage end-to-end customer onboarding and documentation.
- Coordinate with customers for installation, site visits, delivery and service activation.
- Work closely with Sales, Operations, Service and Installation teams.
- Update customer details and onboarding status in CRM/trackers.
- Follow up with customers and internal teams to ensure timely completion.
- Handle onboarding-related queries and escalate issues when required.
- Conduct post-onboarding follow-ups and collect customer feedback.
Requirements
- Graduate in any discipline.
- 1–3 years in Customer Onboarding, Customer Success, Customer Support, Client Coordination or Operations .
- Excellent communication, coordination and follow-up skills.
- Good knowledge of MS Excel and CRM tools .
- B2B services, HVAC, SaaS, home services or subscription experience is an advantage.
📌 Customer Success Executive | Mumbai (Thane)
🏢 N Human Resources & Management Systems
📍 Thane
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