Customer Onboarding & Systems Administrator

Location: Pune, India.

Role Purpose The Customer Onboarding & Systems Administrator works with the Product & Onboarding Coordinator role, providing practical administration, system setup, data handling, technical configuration and operational support for new agents, customers and portal users.

This role supports the smooth and accurate completion of onboarding activity across Chance Hub, Microsoft Dynamics, Mitek, data feeds, internal trackers and supporting administration. It is responsible for completing setup tasks, maintaining accurate records, uploading and checking onboarding data, raising or following up tickets, supporting configuration activity, and ensuring requests are packaged, saved and progressed correctly.

The ideal candidate is highly organised, detail-focused and confident working with Excel, customer data, CRM systems, technical processes and operational workflows. They will have a good understanding of system administration, configuration and integration concepts, including APIs, and will be comfortable managing multiple onboarding workflows simultaneously while proactively testing, spotting data or setup issues early, and working with colleagues across Product, Technology, Sales, Operations and Service Desk to keep onboarding activity moving.

Key Responsibilities

1. Customer Onboarding Administration

- Execute onboarding tasks while coordinating with internal teams (Sales, Tech, Operations)
- Track onboarding progress and ensure timely completion of all activities
- Handle multiple onboarding requests concurrently with solid prioritization
- Create and maintain agent onboarding folders, customer folders and supporting documentation areas

1. Onboarding Workflow & System Coordination

- Receive and validate onboarding/setup forms from customers
- Package, save and organise requests in the correct locations so they can be reviewed, progressed or handed over efficiently
- Raise service desk tickets for contact details, email configurations, and system updates
- Update internal systems (e.g., Opportunity Hub) with accurate agent/customer information
- Ensure data integrity and completeness across all platforms

3. Technical Integration & Coordination

- Support onboarding involving CRM,



Mitek and third-party system integrations
- Apply a good technical understanding of integration flows, data exchange, and configuration dependencies when supporting onboarding activity
- Support coordination of bespoke integrations with development teams where required, ensuring requirements, technical queries and follow-up actions are clearly captured
- Track integration timelines and ensure alignment with onboarding schedules

1. Go-Live Preparation & Execution

- Prepare systems and data for customer go-live
- Proactively test onboarding setup, configuration and customer journeys to validate readiness and identify issues before go-live
- Record, track and communicate testing outcomes, defects and required follow-up actions clearly to the relevant teams
- Import and validate customer data within CRM systems
- Update dashboards, filters, and reporting configurations
- Configure PDFs, workflows, process settings and other onboarding system parameters
- Initiate process suppression and activation steps where required
- Send registration links and enable system access
- Configure payment details, SMS identifiers, and communication touchpoints
- Perform event mapping and ensure readiness for live operations

1. Post-Onboarding Support

- Ensure successful activation of all onboarding components
- Validate system functionality post go-live
- Coordinate with internal teams for issue resolution
- Support continuous improvement of onboarding processes

1. Monitoring and System Administration

- Complete daily monitoring of feeds to confirm expected activity, files, records or updates have been received and processed
- Identify and record data feed exceptions, failures, delays or anomalies
- Raise tickets with the relevant support teams and provide clear supporting information for investigation




- Track issues through to resolution and ensure updates are recorded clearly
- Administer and configure customer onboarding systems, including Dynamics, Mitek and Opportunity Hub
- Support user, process and system configuration changes with appropriate checks, documentation and escalation where required

Skills & Experience

Essential

- Strong organizational and multitasking skills
- Excellent communication and stakeholder management abilities
- High attention to detail and process orientation
- Ability to manage multiple workflows in a fast-paced environment

Technical Skills

- Good technical understanding of system administration, onboarding workflows, configuration, data flows and integration concepts
- Understanding of data uploads, data validation and system configuration checks
- Ability to follow a structured technical approach when investigating setup, data or configuration issues
- Proficiency in Microsoft Office tools, particularly Excel, Word and PowerPoint

Desirable

- Experience of administration in a digital team
- Basic understanding of data migration and system configuration

Personal Attributes
- Process-driven and highly organised
- Proactive and solution-oriented, with the confidence to test, challenge and follow up where issues are identified
- Comfortable working with both technical and non-technical stakeholders
- Strong problem-solving ability and a structured approach to technical and configuration issues
- Adaptable and resilient in dynamic environments

What Success Looks Like
- The Product Manager and Product & Onboarding Coordinator have clear visibility of setup progress, issues and completed administration activity
- Daily checks are completed consistently, with issues raised and tracked promptly
- Requests, folders, trackers and supporting documentation are organised, accurate and easy to follow
- Onboarding processes are completed efficiently and on time
- Customers experience a smooth and seamless onboarding journey
- Systems, integrations and APIs are understood sufficiently to support effective setup, escalation and issue resolution
- Configuration and go-live testing are completed proactively, with minimal errors and clear follow-up where issues are found

📌 Customer Onboarding & Systems Administrator (Pune)
🏢 TeamLease
📍 Pune