Client Onboarding Executive at Signal Expert Global LLP · Indore · 1 - 3 years · ₹2.4L - ₹4L / yr · Profitable · Posted 29 Aug 2025

Key Responsibilities:
- Proactively reach out to potential leads and convert them into active clients.
- Explain the account opening process clearly and assist clients in completing documentation and KYC requirements.
- Guide clients through broker platform registration (e.g., MT4/MT5).
- Follow up regularly to ensure clients fund their trading accounts.
- Coordinate with broker partners to resolve onboarding issues or delays.
- Maintain accurate records of client progress in CRM and report daily/weekly updates to the team lead or manager.
- Educate clients on basic platform use, signal access, and trading readiness.
- Act as the first point of contact for new clients and ensure a positive onboarding experience.
Qualifications:
- Minimum Graduate or Post Graduate.
- Excellent communication and interpersonal skills.
- Basic understanding of trading platforms (MT4, MT5, etc.) and brokerage operations is a plus.
- Goal-oriented, organized, and self-motivate.

About Signal Expert Global LLP
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EasyEcom is a multi-product ecommerce operations platform for brands and 3PLs, spanning order and inventory management, warehouse operations, and built-in reconciliation and accounting, the capability that sets us apart from pure WMS platforms. We power 1,800+ brands and 3PLs across 12+ countries, with 455+ integrations, 5B+ orders processed, and $8.1B in GMV flowing through the platform at 99.9% uptime. Customers include Borosil, Relaxo, Swiss Military, and Kimirica, across North America, Europe, MENA, and Southeast Asia. We are backed by IndiaMART, and we are still building fast.
Roles and Responsibilities
● Manage the end-to-end onboarding journey for new clients.
● Understand customer business requirements and configure the platform accordingly.
● Conduct product demonstrations, onboarding sessions(configurations, integrations etc), and user training.
● Guide clients through implementation and ensure timely go-live.
● Resolve client queries and coordinate with the Internal teams whenever required.
● Build strong relationships with clients and ensure a positive onboarding experience.
● Track onboarding milestones and maintain accurate implementation documentation.
● Identify process improvements and share client feedback with internal teams.
● Ensure customers are confident using the platform before transitioning them to the Customer Success team.
● Travel across India as and when required for implementation and client meetings.
Preferred Qualifications
● Bachelor's degree in Business, Engineering, IT, or a related discipline. ● Prior experience with SaaS products, ERP, OMS, WMS, or eCommerce platforms will be an added advantage.
● Knowledge of marketplaces such as Amazon, Flipkart, Myntra, Shopify, or similar ecosystems is a plus.
Senior Customer Onboarding Specialist
Location: Coimbatore
Employment Type: Full Time
Work Shift: US working hours - Mandatory
Job Description
RunLoyal is looking for an experienced and customer-focused Senior Customer Onboarding Specialist to lead the onboarding of new customers onto the RunLoyal platform. This is a senior, high-autonomy role responsible for owning the customer relationship after the sales handoff - evaluating fit against RunLoyal's Ideal Customer Profile (ICP), gathering business requirements, and translating them into a fully configured, validated portal. You will work closely with Development, Infrastructure, QA, and Support teams to ensure customers are set up correctly, while also mentoring junior onboarding team members and supporting Customer Success operations.
Key Responsibilities
- Serve as the primary point of contact for customers immediately after sales handoff through onboarding completion.
- Evaluate incoming customers against RunLoyal's Ideal Customer Profile (ICP) to confirm platform fit.
- Gather and document detailed business requirements through customer calls, discovery sessions, and follow-ups.
- Assess whether RunLoyal's platform can meet each customer's specific business needs, flagging gaps or limitations early.
- Translate requirements into a portal build plan and configuration workbook.
- Build and configure customer portals - services, pricing, staff roles, and booking workflows - based on documented requirements.
- Lead data migration efforts, including data cleaning, transformation, and CSV-based imports, for a smooth transition onto the platform.
- Validate completed portal configurations against requirements and run pre-go-live quality checks to catch errors before customers encounter them.
- Perform data sanity checks and spot-check migration outputs for accuracy before customer handoff.
- Own the most complex, high-value, or multi-location onboarding engagements end-to-end.
- Serve as an escalation point for onboarding-related fit, scoping, or configuration issues.
- Mentor and review the work of junior onboarding team members.
- Support Customer Success operations, including pipeline tracking, reporting, and post-go-live handoffs.
- Coordinate with Development, Infrastructure, QA, and Support teams to resolve onboarding-related issues.
- Maintain and improve onboarding documentation, templates, and internal processes.
Required Skills & Qualifications
- 3-4 years of experience in solution consulting, implementation, onboarding, or a customer-facing technical role (SaaS experience preferred).
- Strong requirements-gathering and discovery skills, with the ability to translate business needs into technical configuration.
- Sound, independent judgment on customer/ICP fit, with the ability to make and defend go/no-go calls with minimal oversight.
- Strong attention to detail with a QA mindset - able to catch configuration and data errors before they reach the customer.
- Proficiency in MS Excel / Google Sheets for configuration workbooks and data mapping.
- Excellent written and verbal communication skills, including with senior stakeholders.
- Strong organizational skills with the ability to manage multiple, high-complexity onboardings concurrently.
Preferred Qualifications
- Prior experience mentoring or reviewing the work of junior team members.
- Familiarity with the pet care services industry or other service-based SMBs.
- Familiarity with CRM or project management tools such as HubSpot, Intercom, Asana, or Notion.
- Experience working in a SaaS startup or scale-up environment.
Education
- Bachelor's degree in Engineering, Business, IT, or a related field.
We’re looking for a closer/sales expert. You’ll be taking around 5 to 6 thirty-minute calls each workday with potential clients, to help them make the decision of whether to enroll in our product (a coaching program that helps them land a job in management consulting). All calls are inbound. This job is 100% remote. Work hours are flexible and & you can build your schedule how you want. You have autonomy. The role is based on quick conversations, where you get to give your insights and help people make the right choice. It will be a commission heavy role (less base, more commissions).
Customer Sales Advisor (Night Shift – US Process)
Location: Goregaon East, Mumbai (Work from Office)
We are looking for a Customer Sales Advisor to connect with US-based retail and restaurant owners, promote our SaaS solutions, online ordering applications, and POS systems, and drive merchant onboarding.
Key Responsibilities:
- Reach out to prospective merchants and generate qualified leads.
- Understand business needs and recommend suitable software solutions.
- Conduct product demonstrations and follow up with prospects.
- Build relationships and assist merchants through the onboarding process.
- Achieve sales and onboarding targets while maintaining CRM records.
Requirements:
- Excellent English communication skills.
- Experience in sales, lead generation, or customer-facing roles preferred.
- Comfortable working night shifts (US business hours).
- Strong sales, negotiation, and relationship-building skills.
- Experience in SaaS, e-commerce, or POS solutions is a plus.
Customer Experience Specialist / Sales Representative
Aliens Art Pvt. Ltd. | Mumbai
About Aliens
Aliens is India’s leading premium tattoo and lifestyle brand, redefining customer experiences through creativity, craftsmanship, and innovation. With studios across India, we are committed to delivering exceptional experiences and building customer relationships.
Role Overview
We are looking for an energetic, customer-focused Customer Experience Specialist / Sales Representative to join our team. You will be the first point of contact for prospective customers, handling calls and chats, understanding their requirements, providing personalized guidance, and converting inquiries into successful business opportunities.
Key Responsibilities
• Handle inbound and outbound calls with prospective customers.
• Respond promptly to customer queries through chat and other communication channels.
• Understand customer needs and recommend suitable services.
• Convert, follow up, and nurture leads to maximize sales opportunities.
• Build strong relationships with prospects and existing customers.
• Maintain accurate customer information and updates in the CRM.
• Follow sales processes, SOPs, and customer engagement guidelines.
• Coordinate with internal teams to ensure a seamless customer journey.
• Achieve individual and team sales targets while maintaining service quality.
Requirements
• Minimum qualification: 12th pass; graduates preferred.
• 1+ year of experience in sales, customer service, telecalling, inside sales, customer support, or business development.
• Excellent verbal and written communication skills.
• Strong persuasion, negotiation, listening, and relationship-building abilities.
• Customer-centric, empathetic, adaptable, and target-oriented approach.
• Basic CRM knowledge is an advantage.
Why Join Aliens?
Enjoy high-growth career opportunities, performance-based incentives, a creative and collaborative work environment, continuous learning and development, and the opportunity to make an impact on customer experience.
Who you are ?
SERP Forge is looking for a proactive and client-focused Client Success Manager to help our clients achieve their SEO and link-building goals while building long-term relationships that drive retention and growth.
As a Client Success Manager, you'll serve as the primary point of contact for clients after they become customers. You'll work closely with our SEO, outreach, content, and sales teams to ensure smooth onboarding, exceptional communication, successful campaign execution, and outstanding client experiences.
This role is ideal for someone who enjoys building relationships, solving problems, managing projects, and helping clients get maximum value from the services they purchase.
What You'll Do
- Onboard new clients and understand their goals, requirements, and expectations
- Serve as the primary point of contact for assigned accounts
- Build strong relationships with clients and key stakeholders
- Coordinate with internal teams to ensure successful campaign delivery
- Provide regular updates, reports, and progress communication
- Manage feedback, approvals, revisions, and client requests
- Monitor account health and identify potential risks proactively
- Improve retention through excellent communication and service
- Identify upsell and cross-sell opportunities where appropriate
- Maintain accurate client records and activity history in Pipedrive
What We're Looking For
- Excellent written and spoken English
- Strong relationship-building and communication skills
- Strong organizational and project management abilities
- Ability to manage multiple client accounts simultaneously
- Problem-solving mindset
- High attention to detail
- Professional and confident client-facing communication
- Ability to handle difficult conversations diplomatically
Preferred Experience
- 2+ years of Client Success, Account Management, Customer Success, or Account Management experience
- Experience working in an SEO, digital marketing, SaaS, or agency environment
- Experience managing international clients
- Experience using CRM platforms such as Pipedrive, HubSpot, Salesforce, or Zoho CRM
- Experience working with remote teams
Bonus Points If You Understand
- SEO
- Link Building
- Digital Marketing
- SaaS Businesses
- Agency Operations
- Client Retention Strategies
- Customer Success Processes
Tools You'll Use
- Pipedrive
- Slack
- Google Meet
- Google Workspace
- Service Provider Pro
What Success Looks Like
Within your first few months, you'll be expected to:
- Manage client communications confidently
- Successfully onboard clients independently
- Maintain accurate CRM records
- Coordinate effectively with internal teams
- Build strong client relationships
- Identify opportunities to improve retention and account growth
Why Join SERP Forge?
- Fully remote role
- Work with international SaaS companies, agencies, and brands
- Direct impact on client retention and business growth
- Opportunity to help shape our client success processes
- Collaborative and growth-focused environment
- Long-term career progression opportunities
How to Apply:
Please send:
- Your resume
- A short introduction about yourself
- Details of your client-facing experience
- Any experience with SEO, digital marketing, SaaS, or agency services
Shortlisted candidates may be asked to complete a client communication assessment or account management exercise.
If you're passionate about building client relationships, delivering exceptional customer experiences, and helping clients succeed, we'd love to hear from you.






