Sales Specialist

Job Description – Onboarding Executive (Channel Partner Sales)

Position: Onboarding Executive

Department: Channel Partner Sales

Location: Bengaluru

Experience: 0–4 Years (Real Estate experience preferred)

Job Summary

We are looking for a proactive and detail-oriented Onboarding Executive to manage the onboarding process for Channel Partners. The role involves coordinating registrations, documentation, system activation, project orientation and ensuring a seamless onboarding experience that enables Channel Partners to start generating business quickly.

Key Responsibilities

Coordinate the end-to-end onboarding process for new Channel Partners.

Collect, verify and maintain all required onboarding documents.

Complete Channel Partner registration and empanelment as per company policies.

Create and activate Channel Partner profiles in the CRM system.

Conduct project orientation and onboarding sessions for newly registered Channel Partners.

Share project brochures, price lists, payment plans, inventory updates, and marketing collateral. Ensure Channel Partners understand the registration process, commission structure, and booking guidelines.

Coordinate with Sales, CRM, Marketing, and Finance teams for smooth onboarding.

Track onboarding status and ensure timely completion of all formalities.

Resolve onboarding-related queries and provide ongoing support.

Maintain accurate records and generate onboarding reports.

Follow up with newly on boarded Channel Partners to encourage active engagement and lead generation.

Required Skills

Excellent communication and interpersonal skills.

Strong coordination and organizational abilities.

Attention to detail and documentation management.

Good knowledge of CRM systems and Microsoft Office (Excel, Word, PowerPoint).

Ability to manage multiple tasks and meet deadlines.

Customer-centric and service-oriented approach.

Preferred Qualifications

Graduate in any discipline.

0–4 years of experience in onboarding, customer success, sales coordination, CRM, or Channel Partner management.

Experience in the real estate industry will be an added advantage.

Key Performance Indicators (KPIs)

Number of Channel Partners on boarded.

Average onboarding turnaround time.

Documentation accuracy and compliance.

CRM profile activation.

Number of Channel Partners activated after onboarding.

Onboarding satisfaction and support quality.

Reduction in onboarding-related delays and errors.

Compensation & Benefits

Competitive salary.

Performance-based incentives.

Career growth opportunities.

Training and skill development.

Employee benefits as per company policy.