Job highlights

- Graduate in any stream
- never activate without required checks
- . Good to have
- Experience with CRM or billing tools such as HubSpot or WHMCS

Job Summary We are looking for a Customer Onboarding Executive to join our team. You will own the onboarding of new customers in our internal system, from application received to account live, within agreed turnaround times.

Responsibilities

- Review new customer applications and supporting documents (KYC, business proof, tax and billing details) for completeness and accuracy.
- Process each case in the system: update status, record decisions and reasons, and move it through the approval workflow.
- Coordinate with sales, finance, compliance and support to close missing information and approvals quickly.
- Communicate with customers by email and phone on pending documents and next steps.
- Flag suspicious, incomplete or non-compliant cases to your manager; never activate without required checks.
- Keep customer records clean and audit-ready; fix data errors and duplicates.
- Track turnaround time and pending cases,



and share a daily or weekly status report.
- Report system bugs and suggest process improvements to the product and tech teams.

Requirements

- Graduate in any stream; 1-3 years in customer onboarding, operations, back-office or KYC processing.
- High attention to detail and accuracy in data entry and document checking.
- Transparent written and spoken English; professional customer communication.
- Comfortable with web-based systems, MS Excel or Google Sheets, and email tools.
- Ability to follow checklists and SOPs, meet SLAs and escalate on time.

Good to have

- Experience with CRM or billing tools such as HubSpot or WHMCS.
- Background in domains, hosting, SaaS or ad-tech customer operations

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Customer Onboarding Executive (Mumbai)
🏢 Vertoz
📍 Mumbai