Position Overview
We are seeking a proactive, detail-oriented, and customer-centric professional to join our team as a
Customer Success & Onboarding Specialist. This hybrid role focuses on ensuring a smooth onboarding experience, driving customer engagement, and building long-term satisfaction.
The ideal candidate will have
at least 3 years of experience in customer onboarding, customer success, data validation, or marketing roles, and should be able to efficiently manage customer data, streamline onboarding workflows, and serve as a trusted advisor to clients throughout their journey.
Key Responsibilities
Onboarding & Data Management
- Review and validate customer information for accuracy, completeness, and compliance with platform guidelines.
- Upload and maintain customer data on the listing platform using standardized templates and operational workflows.
- Communicate with customers to resolve data discrepancies, request missing information, and guide them through pre-onboarding steps.
- Maintain Excel-based trackers, onboarding status sheets, templates, and issue logs.
- Conduct periodic audits to ensure data integrity, consistency, and quality.
Customer Success & Relationship Management
- Serve as the primary point of contact for new clients throughout the onboarding phase.
- Develop customized onboarding plans aligned with customer goals and timelines.
- Guide clients through product/service adoption to ensure a seamless start and positive experience.
- Track customer engagement, identify potential challenges, and proactively provide solutions to improve satisfaction and retention.
- Build and nurture long-term client relationships, ensuring continuous value realization.
- Identify opportunities for upselling or cross-selling where relevant.
Cross-Functional Collaboration
- Collaborate closely with Sales, Tech, QA, and other internal teams to streamline processes, resolve issues, and enhance customer experience.
- Draft professional communication, including emails, updates, and status reports, in clear and fluent English.
Required Qualifications & Skills
- Bachelor's degree in Business Administration, Information Technology, Marketing, or a related field.
- Minimum 3 years of experience in Customer Success, Client Onboarding, Data Verification, or Operational Support roles.
- Strong proficiency in Microsoft Excel (formulas, pivot tables, data validation, etc.).
- Excellent verbal and written English communication skills.
- Experience with CRM tools, listing platforms, CMS systems, or customer success software is a strong advantage.
- Proven ability to convert prospects into active, satisfied customers.
- High attention to detail with the ability to manage multiple onboarding workflows concurrently.
- Customer-centric approach with strong interpersonal and problem-solving skills.
- Analytical mindset with the ability to interpret customer data and generate actionable insights.
