Onboarding Specialist

We are looking for a Customer Relation Specialist to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have strong communication skills, a customer-first mindset, and a basic understanding of financial products.

Key Responsibilities

Act as the primary point of contact for clients regarding investments and account-related queries

Assist customers with onboarding, documentation, and KYC processes

Handle queries related to mutual funds, portfolios, transactions, and statements

Resolve customer issues promptly via phone, email, and chat

Coordinate with internal teams (operations, advisors, compliance) for issue resolution

Maintain accurate records of customer interactions in CRM systems

Provide timely follow-ups and proactive customer communication

Required Skills & Qualifications

Bachelor’s degree in Finance, Business, Commerce, or related field

1–3 years of experience in customer support, banking, or wealth management

Basic knowledge of mutual funds, investments, and financial markets

Excellent verbal and written communication skills

Strong problem-solving and interpersonal abilities

Comfortable using CRM tools and MS Office

Customer-centric attitude with attention to detail

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.

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.

Skills & Experience

● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.

● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.

● Familiarity with global markets and international investment products will be an added advantage.

● High level of comfort with technology platforms, digital tools, CRM systems, and AI-assisted advisory workflows.

● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English

Job Title: Manager - Product, Finance & Actuarial

Role: Domain Expert / Specialist – Fund Accounting & Portfolio Management

Location: Hyderabad

Job Type: Full-time

Job Summary

We are looking for a highly analytical and detail-oriented Domain Expert/Specialist in Fund Accounting & Portfolio Management to join our Product, Finance & Actuarial team. The ideal candidate should possess strong expertise in fund accounting, portfolio management services (PMS), investment operations, financial analysis, and reconciliation processes.

In this role, you will work closely with business stakeholders and the engineering team to translate complex financial and investment workflows into scalable product solutions. You will also lead analysts, drive process improvements, ensure quality deliverables, and support the development of financial products and reporting solutions.

Key Responsibilities

• Act as a subject matter expert in Fund Accounting, Portfolio Management Services (PMS), investment operations, and financial reporting.
• Understand client requirements, regulatory guidelines, compliance needs, and investment workflows, and translate them into clear business and functional requirements.
• Collaborate with cross-functional teams to enhance financial products and automate operational workflows.
• Conduct detailed financial analysis to support product development, business decisions, and operational improvements.
• Develop, validate, and maintain financial models, including portfolio valuations, cash flows, NAV calculations, reconciliations, and performance reporting.
• Analyze financial data, identify trends, investigate variances, perform reconciliations, and recommend process improvements.
• Prepare reports, dashboards, presentations, and analytical insights for internal stakeholders and clients.
• Investigate portfolio, accounting, and reconciliation issues, providing timely resolutions and communicating findings effectively with clients and stakeholders.
• Lead, mentor, and manage analysts while ensuring timely delivery, accuracy, and quality of work.
• Create and maintain documentation for financial models, business processes, workflows, and product requirements.
• Support senior management with business analysis, product enhancements, and strategic initiatives.

Requirements

Qualifications & Skills

• Bachelor's degree in Finance, Accounting, Commerce, Economics, Mathematics, Statistics, or a related discipline.
• Professional qualifications such as CA, CFA, CPA, FRM, CMA, MBA (Finance), or equivalent will be an added advantage.
• 4–8 years of experience in Fund Accounting, Portfolio Management Services (PMS), Asset Management, Investment Operations, Financial Analysis, or similar domains.
• Strong understanding of fund accounting principles, portfolio accounting, financial statements, investment products, and reconciliation processes.
• Experience in financial modelling, reporting, and analytical problem-solving.
• Advanced proficiency in Microsoft Excel and MS Office applications (Word, PowerPoint, Email).
• Experience working with financial systems, investment platforms, or portfolio management applications is preferred.
• Strong analytical, quantitative, and problem-solving abilities.
• Excellent communication and stakeholder management skills.
• Ability to lead teams, manage multiple priorities, and deliver high-quality results within deadlines.
• Strong attention to detail with a continuous improvement mindset.