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Vaave

Compare

4.6

based on 11 Reviews

8 Vaave Jobs

Client Onboarding Specialist

Vaave

4.6

based on 11 Reviews

1-4 years

Hyderabad / Secunderabad

1 vacancy

Client Onboarding Specialist

Vaave

posted 3+ weeks ago

Job Role Insights

Flexible timing

Key skills for the job

Salesforce Project Management CRM CCTV Monitoring SaaS Sales SAP Data Migration

+ 3 more

Job Description

A Client Onboarding Specialist plays a pivotal role in ensuring a seamless transition for new clients, setting the stage for a long-term relationship with the company. They bridge the gap between sales and customer success teams, ensuring clients derive maximum value from the platform or service.

Develop and execute a structured onboarding process tailored to each client.
Set clear expectations and timelines during the onboarding phase.
Conduct training sessions (live or recorded) to familiarize clients with the product s features and functionalities.
Assist clients in setting up and customizing their accounts.
Support clients with data migration and platform integrations, ensuring accuracy and security.
Identify and address client challenges during onboarding.
Escalate technical issues to the appropriate internal teams and follow up to ensure resolution.
Create and provide onboarding materials, including guides, FAQs, and checklists.
Ensure clients have access to relevant support resources.
Establish strong relationships to foster trust and confidence in the company.
Act as a point of contact for feedback and ensure client satisfaction.
Work closely with sales, customer success, and product teams to ensure alignment.
Communicate client feedback and onboarding insights to internal stakeholders for continuous improvement.
Track client onboarding progress using CRM or project management tools.
Monitor key metrics (e.g., time to onboard, feature adoption) to ensure onboarding success.
Proactively identify and address potential churn risks during onboarding.
Guide clients toward achieving early wins and measurable outcomes.

Continuously refine the onboarding process based on client feedback and company objectives.

Key Skills/Activities:

Proficiency in SaaS platforms and related technologies.

Knowledge of CRM tools and integrations (e.g., Zoho CRM).

Basic understanding of APIs and data migration.

Strong verbal and written communication for client interactions.

Active listening to understand client requirements and concerns.

Persuasive and empathetic approach to foster client trust.

Ability to manage multiple clients and deadlines simultaneously.

Proficiency in tools like Trello, Asana, or Monday.com for task tracking.

Problem-solving skills for troubleshooting onboarding challenges.

Data-driven mindset to monitor onboarding metrics and success.

Capability to analyze client feedback for actionable improvements.

Familiarity with the B2B SaaS market and client expectations.

Understanding of specific industries the platform serves.

Employment Type: Full Time, Permanent

Read full job description

What people at Vaave are saying

What Vaave employees are saying about work life

based on 11 employees

71%

72%

71%

100%

Flexible timing

Monday to Friday

No travel

Day Shift

View more insights

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