Customer Success & Onboarding Executive (India)

Customer Success & Onboarding Executive (India)

03 Nov
|
ReachPeak API
|
India

03 Nov

ReachPeak API

India

We're Hiring: Customer Success & Onboarding Executive

Company: ReachPeak API

Job Title: Customer Success & Onboarding Executive

Department: Sales, Customer Success & Operations

Job Type: Full-time

Experience: 0–3 years

Work Location: Remote

Salary: 15000-20000

About ReachPeak API

ReachPeak API helps businesses simplify their operations through AI-powered solutions and automation. We are looking for a proactive, customer-focused individual who can communicate with interested leads, demonstrate our platform, guide customers through registration and onboarding, and help them use ReachPeak API effectively.

This role is ideal for someone who enjoys speaking with people, understanding business requirements, solving problems and building long-term customer relationships.

Role Overview

As a Customer Success & Onboarding Executive, you will be responsible for managing the customer journey from the first conversation to successful onboarding and ongoing account support.

You will contact interested leads, explain ReachPeak API's features and benefits, assist customers with account creation and setup, resolve basic issues, and ensure they understand how to use the platform.

You will work closely with the sales, product and technical teams to improve customer experience, increase platform adoption and convert interested prospects into active customers.

Key Responsibilities

1. Lead Calling & Follow-ups

- Call interested leads generated through marketing campaigns, website enquiries and other channels.
- Understand the lead's business, requirements and challenges.
- Explain ReachPeak API's features, use cases and benefits in simple language.
- Conduct timely follow-ups with interested prospects.
- Schedule product demonstrations or discussions when required.
- Maintain accurate records of calls, conversations, follow-ups and lead status.
- Identify qualified prospects and move them towards registration and activation.
- Customer Registration & Onboarding
- Guide customers through the complete registration process.
- Help customers understand the platform and its initial setup.
- Assist with account configuration and onboarding requirements.
- Explain relevant features and workflows based on each customer's business needs.
- Help customers get started with the platform successfully.
- Ensure customers understand the next steps after registration.
- Follow up with customers who register but do not complete onboarding or start using the platform.
- Account Management & Customer Success
- Manage assigned customer accounts after registration.




- Build strong relationships with customers through regular communication.
- Help customers understand and use ReachPeak API's available features.
- Monitor onboarding progress and identify customers who need additional assistance.
- Proactively contact inactive or struggling customers.
- Collect customer feedback and identify opportunities to improve their experience.
- Help improve customer activation, engagement, retention and satisfaction.
- Identify opportunities for additional services or upgrades where relevant.
- Platform Support & Troubleshooting
- Resolve basic account, registration, configuration and usage-related queries.
- Understand customer issues and provide explicit, step-by-step guidance.
- Document technical issues and coordinate with the technical team when necessary.
- Track reported issues until they are resolved or appropriately handed over.
- Maintain clear communication with customers throughout the resolution process.
- Never make unsupported promises about product features, integrations or delivery timelines.
- CRM & Reporting
- Maintain updated lead and customer information in the assigned CRM or internal system.
- Record call outcomes, follow-up dates, onboarding status and customer issues.
- Prepare regular reports on calls, lead conversions, registrations and onboarding progress.
- Track pending follow-ups and ensure no important lead or customer request is missed.
- Share recurring customer feedback and product improvement suggestions with the team.

Required Skills & Qualifications

- Excellent verbal communication skills.

- Comfortable speaking with business owners, entrepreneurs and working professionals.
- Good command of Hindi and English; knowledge of additional Indian languages is a plus.
- Strong listening, problem-solving and relationship-building skills.
- Basic understanding of web applications, SaaS platforms and online registration processes.
- Comfortable learning new software products and explaining them to customers.
- Good follow-up, time-management and organizational skills.
- Ability to manage multiple leads and customer accounts simultaneously.
- Basic computer skills,



including spreadsheets, email and online tools.
- A customer-first attitude with a willingness to learn and take ownership.

Preferred Qualifications

- Experience in telecalling, inside sales, customer support, customer success or client servicing.

- Experience onboarding customers to SaaS products, APIs, CRM tools or other software platforms.
- Familiarity with lead management, CRM systems and sales pipelines.
- Experience conducting product demonstrations or training customers.
- Understanding of customer retention, activation and conversion metrics.

Freshers with excellent communication skills, confidence and a solid willingness to learn are welcome to apply.

Key Performance Indicators (KPIs)

Performance will be evaluated on the quality of customer interactions and successful customer outcomes, including:

- Timely calling and follow-up of interested leads.
- Lead-to-registration conversion rate.
- Registration-to-onboarding completion rate.
- Time taken to onboard new customers.
- Customer activation and platform adoption.
- Quality and accuracy of CRM records.
- Resolution time for customer queries.
- Customer satisfaction and retention.
- Consistency in follow-ups and account management.

Targets will be established according to the company's business requirements and lead volume.

What We Are Looking For

We need someone who takes ownership of the entire customer journey rather than simply making calls.

The ideal candidate will be comfortable explaining a technology product, guiding non-technical customers, following up consistently and ensuring that customers receive the help they need to start using ReachPeak API.

You should be proactive, organized, patient and willing to learn the product in depth.

Why Join ReachPeak API?

- Work with an AI-focused technology platform.

- Gain practical experience in SaaS customer success, onboarding and account management.
- Work directly with customers and understand real business problems.
- Develop skills across sales, product adoption, customer relationships and technology.
- Contribute to improving customer experience as the company grows.

How to Apply

Interested candidates can apply through LinkedIn with their updated resume.

Please include a brief note describing your experience in customer communication, telecalling, onboarding, sales or account management.

If you enjoy helping customers, learning technology and building lasting business relationships, we would love to hear from you.

📌 Customer Success & Onboarding Executive (India)
🏢 ReachPeak API
📍 India

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