Key Responsibilities

1. Technical Onboarding &
- Data Management.

- Assist in technical onboarding activities for newly acquired ProjectsForce customers.

- Work with customer data, perform data validation, and identify discrepancies.

- Use SQL queries to retrieve, validate, and analyze customer data.

- Utilize Python scripts for basic data processing, validation, and automation activities.

- Assist with data imports, configuration validation, and other technical implementation tasks.

- Coordinate with internal technical teams to resolve data-related issues.

1. Customer Onboarding Coordination

- Support the Onboarding Specialist in executing customer onboarding plans.

- Maintain onboarding checklists, activity trackers, and pending task lists.

- Collect required customer information, documents, and configuration details.

- Track outstanding customer dependencies and coordinate follow-ups.

- Ensure customer updates and onboarding documentation are maintained regularly.

- Assist in coordinating onboarding meetings and implementation activities.

1. Documentation &
- Reporting

- Prepare and maintain customer onboarding documentation.

- Maintain implementation trackers, status reports, and activity logs.

- Document customer updates, technical observations, and pending requirements.





- Ensure all onboarding activities are properly recorded and updated.

- Assist the Onboarding Specialist in preparing customer progress reports.

1. Process &
- Implementation Support

- Develop a good understanding of ProjectsForce modules, features, and application workflows.

- Assist in configuring customer-specific workflows and settings.

- Support testing and validation of customer configurations.

- Identify process gaps and escalate implementation-related issues to the Onboarding Specialist.

- Ensure all assigned activities are completed within agreed timelines.

Required Skills &

- Qualifications

- 3-5 years of experience in Technical Support, Application Support, Software Implementation, or a similar technical role.

- Strong working knowledge of Python (Must Have).

- Strong working knowledge of MySQL and SQL queries (Must Have).

- Understanding of relational databases, database structures, joins, and data validation.

- Basic understanding of application workflows and software implementation processes.

- Working knowledge of Jira or similar ticketing systems.

- Valuable analytical and problem-solving skills.

- Strong documentation and coordination capabilities.

- Good verbal and written communication skills.

- Ability to work collaboratively with cross-functional teams.

📌 Customer Onboarding Executive (Indore)
🏢 Projectsforce India
📍 Indore