Client Onboarding Specialist in भारत

• Manage the end-to-end customer onboarding process, from subscription activation to successful implementation and product adoption.

• Conduct customer kickoff and discovery meetings to understand business requirements, target markets, and expected outcomes.

• Configure customer accounts, workspaces, user access, and relevant product settings.

• Set up AI SDR agents, prospecting strategies, email sequences, follow-up workflows, and campaign configurations.

• Assist customers with Ideal Customer Profile (ICP) definition, prospect segmentation, lead qualification, and target account identification.

• Configure AI agents, prompts, instructions, and automated workflows using https://jobeax.com/link/n1KO6j1z8l5wuR91 Agent Studio.

• Coordinate integrations with supported CRM platforms, email accounts, calendars, APIs, and other business applications.

• Conduct product demonstrations, onboarding sessions, and customer training on AI SDR, Agent Studio, campaign management, and reporting.

• Monitor campaign performance, product adoption, customer engagement, and implementation progress, recommending improvements where necessary.

• Manage customer accounts and serve as the primary point of contact for queries, follow-ups, implementation updates, and escalations.

• Troubleshoot routine product configuration, campaign setup, workflow, and integration issues, coordinating with Product and Engineering teams when required.

• Build strong customer relationships, identify retention risks, support renewals, and identify upselling and cross-selling opportunities.

• Lead and mentor existing onboarding team members, allocate customer accounts, assign tasks, and monitor team productivity.

• Develop and maintain onboarding SOPs, implementation checklists, training materials, escalation procedures, and customer documentation.

• Track onboarding timelines, customer satisfaction, account health, issue resolution, and team performance through regular reports.

• Collaborate with Sales, Presales, Marketing, Product, Engineering, and Customer Support teams to ensure effective customer implementation and service delivery.

• Ensure compliance with company policies on data protection, information security, customer confidentiality, and responsible AI usage.

• Identify opportunities to improve onboarding efficiency, customer experience, product adoption, and overall operational performance.

Requirements

• Bachelor's degree in Business Administration, Marketing, Information Technology, Computer Science, or a related discipline.

• 5-10 years of experience in SaaS onboarding, customer success, account management, implementation, or technical customer support.

• Prior experience managing, mentoring, or coordinating team members is strongly preferred.

• Strong understanding of B2B sales processes, outbound prospecting, lead generation, and CRM workflows.

• Familiarity with AI tools, AI agents, prompt engineering, and workflow automation.

• Working knowledge of CRM platforms such as HubSpot, Salesforce, Zoho CRM, or equivalent.

• Understanding of campaign configuration, email deliverability, and application integrations.

• Ability to troubleshoot routine technical issues and communicate technical concepts clearly to non-technical customers.

• Excellent verbal and written English communication skills.

• Strong customer relationship management, presentation, problem-solving, and organizational skills.

• Ability to manage multiple customer accounts, prioritize competing requirements, and meet deadlines.

• Experience developing SOPs, onboarding processes, customer documentation, and performance reports.

• Strong ownership, leadership, accountability, and a customer-first mindset.

Preferred Qualifications

• Experience with AI SDR platforms, sales engagement tools, marketing automation, or AI agent platforms.

• Familiarity with no-code or low-code automation, APIs, webhooks, and workflow design.

• Knowledge of SPF, DKIM, DMARC, and responsible outbound email practices.

• Experience with customer retention, renewals, account health monitoring, and churn prevention.

• Familiarity with GDPR, data protection, and responsible B2B outreach practices.

• Experience supporting international B2B SaaS customers across the UK, US, Europe, or other global markets.

Key Performance Expectations

• Timely and successful customer onboarding and implementation.

• Effective configuration and deployment of AI SDR campaigns and AI agents.

• Improved customer adoption, engagement, and satisfaction.

• Timely resolution and escalation of customer issues.

• Strong customer retention and identification of account growth opportunities.

• Effective onboarding team management, productivity, and delivery quality.

• Consistent documentation, SOP compliance, and process improvement.

Overall Objective: To build and manage a structured, scalable onboarding and account management function for https://jobeax.com/link/n1KO6j1z8l5wuR91, ensuring faster customer implementation, effective AI adoption, improved customer retention, and consistent team performance.