Customer Onboarding Specialist
Suvit
Date: 2 weeks ago
City: Surat, Gujarat
Contract type: Full time

2 - 4 yrs
Surat
Full-Time
Key Responsibilities
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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.
- 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.
- 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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