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.
Robust customer-handling and relationship-management skills.
Valuable coordination and follow-up abilities.
Solid 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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