This role is for one of the Weekday's clients

Salary range: Rs 200000 - Rs 500000 (ie INR 2- 5 LPA)

Min Experience: 0+ years

Location: Pune
JobType: full-time

We are looking for a proactive and customer-focused Onboarding Specialist to join our Customer Success team. This role is ideal for someone who enjoys working closely with customers, understanding their needs, and helping them successfully adopt products and services.

As an Onboarding Specialist, you will be responsible for guiding new customers through their initial journey, ensuring a smooth transition from signup or purchase to successful product adoption. You will work closely with customers to understand their requirements, provide product guidance, resolve onboarding challenges, and help them achieve value quickly.

This is an excellent opportunity for candidates with 0–2 years of experience who are interested in building a career in Customer Success, Client Engagement, and SaaS.

Requirements

Key Responsibilities

• Manage the end-to-end onboarding process for new customers and ensure a smooth customer experience.
• Act as the primary point of contact for customers during the onboarding phase.
• Understand customer requirements, business objectives, and use cases to create an effective onboarding experience.
• Conduct product demonstrations, onboarding sessions, training calls, and walkthroughs as required.
• Guide customers through product setup, configuration, and initial adoption.
• Coordinate with internal teams such as Sales, Product, Support, and Engineering to resolve customer issues and ensure timely onboarding.
• Track customer onboarding progress, identify potential delays or challenges, and proactively follow up.
• Maintain accurate customer records, onboarding documentation, and activity updates in CRM or other relevant systems.
• Educate customers on product features, best practices, and workflows to encourage successful adoption.
• Collect customer feedback and communicate insights to relevant internal teams to improve the overall customer experience.
• Monitor customer engagement during onboarding and identify opportunities to increase product usage and satisfaction.
• Ensure customers achieve key onboarding milestones within defined timelines.
• Follow established processes and continuously identify ways to improve onboarding efficiency and customer satisfaction.

Required Skills

Must-Have Skills

Customer Success

• Strong customer-first mindset with a genuine interest in helping customers succeed.
• Ability to understand customer needs and provide appropriate solutions.
• Strong relationship-building and interpersonal skills.
• Ability to handle customer queries professionally and patiently.
• Good problem-solving and follow-up skills.

Onboarding

• Ability to manage multiple customer onboarding activities simultaneously.
• Strong organizational and time-management skills.
• Ability to explain processes and product features clearly.
• Comfortable conducting customer calls, demos, and training sessions.
• Strong attention to detail and ability to track onboarding milestones.

Good-to-Have Skills

SaaS

• Basic understanding of SaaS products and subscription-based business models.
• Familiarity with CRM, customer success, ticketing, or onboarding platforms is an advantage.
• Exposure to software products or technology-driven businesses will be a plus.

Qualifications & Experience

• Experience: 0–2 years in Customer Success, Client Servicing, Customer Support, Account Management, Onboarding, or a related role.
• Fresh graduates with strong communication and customer-handling skills are encouraged to apply.
• Bachelor's degree in any discipline is preferred.

Ideal Candidate

The ideal candidate is an enthusiastic, organized, and customer-oriented professional who can communicate effectively, learn new products quickly, and take ownership of customer onboarding. You should be comfortable interacting with different types of customers, managing multiple tasks, and working collaboratively with internal teams.

If you are passionate about customer success and helping customers get maximum value from products, this role offers an excellent opportunity to grow in a fast-paced SaaS environment.