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.
- Valuable 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 cros
📌 Customer Onboarding Executive (Thane)
🏢 N Human Resources & Management Systems
📍 Thane
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