Client Onboarding Executive

About EasyEcom

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.

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office

● Handle inbound and outbound leads and convert them into paid enrollments ● Conduct detailed counselling sessions to understand learner goals and recommend the right program ● Drive the complete sales cycle: lead qualification → demo → follow-ups → closure ● Maintain high conversion rates and meet revenue targets ● Manage CRM updates, track leads, and ensure timely follow-ups ● Coordinate with operations and support teams for the smooth onboarding of learners ● Build strong relationships with prospects to improve trust and conversion

The Business Development Executive (BDE) will be responsible for acquiring new clients, managing onboarding processes, building relationships, and supporting business growth with strong communication and negotiation skills.

Role Description:

The role is a full-time, on-site position based in our HSR Layout, Bengaluru office. The tele sales professional will conduct outbound and inbound calls to engage potential and existing clients, present Life Designer’s services, and convert leads into opportunities.

Day-to-day tasks include understanding client needs, explaining service offerings, updating CRM records, and following up on prospects to close sales. The role also involves coordinating with internal teams, providing clear communication to clients, and maintaining high standards of customer experience.

Qualifications:

• Strong Sales skills with the ability to generate leads, pitch services, and close deals over the phone.
• Excellent Communication abilities, including clear verbal communication, active listening, and professional phone etiquette.
• Customer Service and Customer Support skills to handle inquiries, resolve basic issues, and build long-term client relationships.
• Experience in Training or a willingness to learn sales scripts, product knowledge, and tele sales best practices.
• Proven experience in tele-sales, inside sales, or a similar client-facing role, preferably in tech, digital, or service industries.
• Comfort using CRM tools, call tracking systems, and basic productivity software.
• Ability to work in a fast-paced environment, meet targets, and manage multiple leads simultaneously.

Minimum educational qualification: A high school diploma; a bachelor’s degree in business, marketing, or related fields is an advantage.

Key Responsibilities

• Lead Conversion & Sales Ownership: Take complete ownership of inbound leads (generated via marketing campaigns, digital ads, and walk-ins) and drive them toward membership or package conversions.
• Outbound & Inbound Calling: Conduct high-volume, consultative phone calls, video consultations, and WhatsApp follow-ups with prospective clients to understand their fitness goals and pitch relevant Athletes Lab programs.
• Consultative Selling: Effectively communicate the value proposition of Athletes Lab's core offerings (Strength & Conditioning, Sports Science Assessments, Injury Rehabilitation, and Recovery Protocols).
• Pipeline Management: Maintain an organized CRM/sales tracker to record lead stages, follow-up schedules, conversion rates, and drop-off reasons.
• Target Achievement: Consistently meet or exceed monthly and quarterly conversion and revenue targets.