Customer Onboarding Specialist

Suvit


Date: 2 weeks ago
City: Surat, Gujarat
Contract type: Full time
2 - 4 yrs

Surat

Full-Time

Key Responsibilities

  • Conduct engaging onboarding sessions via Anydesk, UltraViewer, and Zoho Meet.
  • Assist customers with Tally automation setup (Banking, Sales, Purchase).
  • Provide clear, step-by-step training and resolve product queries.
  • Follow up with customers via email, WhatsApp, and calls to maintain engagement.
  • Create and update FAQs, tutorials, and educational content.
  • Track customer progress using Excel and maintain accurate records.
  • Effectively manage your schedule to optimize onboarding slots.
  • Deliver impactful group training and webinars.
  • Collaborate with product and tech teams to share feedback and improve processes.

Why Join Us?

  • Opportunity to work with a supportive, innovative team.
  • Develop your skills in customer success and product training.
  • Make a tangible impact on customer satisfaction and product adoption.

What We’re Looking For

  • 2+ years in Customer Support, Account Management, or Customer Success.
  • Strong communication and presentation skills.
  • Experience with CRM tools and remote desktop software.
  • Organized, self-motivated, and customer-focused.
  • Bachelor’s Degree preferred but not mandatory.

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