Designation: Business Associate - Global Business Services (GBS)
Location: NIBM Road, Kondhwa, Pune
Qualification: ACCA/ ACCA Student/ ACCA Finalist
Experiences: Fresher with internship experience or 1–3 years experience in onboarding, client servicing, or compliance/accounting roles
Role Overview
The Client Onboarding Executive is responsible for seamless transition of clients from sales to operations, ensuring accurate setup, clarity of scope, and readiness for service delivery.
This role acts as the bridge between business development, clients, and delivery teams, ensuring that every new client is onboarded efficiently, compliantly, and without revenue or execution leakage.
Key Responsibilities
- Proposal & Engagement Setup
- Assist in preparation of client proposals based on scope and service offerings
- Support commercial discussions by aligning proposal details with client requirements
- Draft and finalize Engagement Letters (EL) with accurate scope, timelines, and commercials
- Coordinate execution of EL through tools
- Client Onboarding Execution
- Schedule and conduct onboarding / kick-off calls with clients
- Understand client's business model, entity structure, and service expectations
- Complete onboarding checklist ensuring all required data and documents are collected
- Ensure proper documentation and storage in systems (e.g., EDQM, Drive)
- System & Project Setup
- Create client group structure and IDs in internal systems
- Set up projects in workflow tools
- Configure task lists aligned with Engagement Letter (EL) and KTS
- Ensure all dependencies and timelines are mapped clearly
- Knowledge Transfer & Documentation
- Prepare and validate initial Key Transaction Sheet (KTS)
- Capture key client-specific nuances, processes, and expectations in KTS
- Ensure smooth handover of knowledge to delivery/compliance teams
- Maintain standardized onboarding documentation for future reference
- Coordination with Internal Teams
- Liaise with compliance, accounting, payroll, and other teams for onboarding readiness
- Communicate engagement signoff to internal line of businesses (Advisory and filing teams)
- Ensure clarity of scope across teams to avoid execution gaps
- Resolve internal dependencies before client go-live
- Go-Live & Initial Delivery Tracking
- Track onboarding progress until first successful MIS / deliverable
- Ensure all workflows are active and functional
- Identify and resolve early-stage issues or bottlenecks
- Billing & Commercial Initiation
- Coordinate with billing team to ensure first invoice is raised
- Validate billing setup as per agreed commercials
- Ensure no revenue leakage during onboarding phase
- Client Communication & Experience
- Act as primary point of contact during onboarding phase
- Communicate timelines, requirements, and expectations clearly
- Provide proactive updates to clients during onboarding lifecycle
- Ensure a smooth and professional onboarding experience
Key Skills & Competencies
- Strong understanding of accounting, compliance, and business processes
- High attention to detail in documentation and scope alignment
- Strong coordination and stakeholder management skills
- Ability to manage multiple onboarding projects simultaneously
- Clear communication (written and verbal) with clients and internal teams
- Process-oriented mindset with ability to follow structured workflows
Key Performance Indicators (KPIs)
- Turnaround time for onboarding (Proposal → Go-live)
- Accuracy of scope and documentation (EL / KTS)
- Zero onboarding-related revenue leakage
- Timely completion of onboarding checklist
- Client satisfaction during onboarding phase
- Reduction in onboarding-related escalations
Success In This Role Looks Like
- Clients are onboarded without confusion, delays, or rework
- Delivery teams receive clear, complete, and actionable information
- No gaps between commercial agreement and execution reality
- First deliverable is completed smoothly without escalations
Role Positioning in Org Reports to: Client Success Lead / Associate Partner
Works Closely With
- Business Development
- Compliance & Accounting Teams
- Billing Team
