Position: Onboarding Specialist - Customer Success
Primary Role Objective:
Deliver end-to-end client onboarding including setup, integrations, WhatsApp & Google My Business (GMB) configuration, and product training, ensuring a seamless client experience and measurable satisfaction.
Key Responsibilities:
1. Client Onboarding & Setup
- Complete onboarding sessions per day
- Ensure onboarding completion within SLA (90% target)
- Deliver setup accuracy and configuration success for CRM, WhatsApp & GMB
- Handle setup, integrations, WhatsApp, GMB, and training in one unified call
2. Training & Client Enablement
- Conduct live product demonstrations and walkthroughs
- Train clients on platform usage including dashboard, analytics, and reports
- Share support documentation and product guide reference sheets
- Ensure 100% training completion rate per session
- Achieve CSAT/NPS Score
3. Process Adherence & CRM Documentation
- Maintain complete and accurate CRM records
- Update session outcomes in Zoho CRM same day
- Capture all session details including trainer, setup notes, feedback
- Track and manage re-onboarding cases accurately
- Ensure 100% feedback capture via Call Rating System
4. Collaboration & Communication
- Coordinate with Account Managers for pre-session confirmation
- Collaborate with Support Team for timely post-onboarding handoff
- Handle escalations within 1 business day SLA
- Attend weekly and monthly review meetings
5. Quality & Continuous Improvement
- Maintain error rate
- Incorporate client and CS feedback for process improvements
6. Automation & System Efficiency
- Ensure correct calendar-booking automation
- Validate CRM & Google Calendar sync
- Report automation errors within 12 hours
- Maintain slot utilization rate
Required Skills:
- Excellent communication and presentation skills
- Strong technical aptitude for CRM integrations
- Experience with WhatsApp Business API and GMB
- Customer success and onboarding experience
- Proficiency in Zoho CRM and Google Calendar
- Time management and organizational skills
- Problem-solving and troubleshooting abilities
2. Technical Configuration & Integration
- Configure CRM workflows, custom fields, and automation rules
- Set up WhatsApp Business API integrations and templates
- Configure Google My Business profiles and optimization
- Ensure all technical integrations are tested and functional before handoff
3. Product Training & Enablement
- Conduct comprehensive product training sessions for new clients
- Create customized training materials and documentation
- Ensure clients understand all features and best practices
- Provide post-training support during initial usage period
4. Documentation & Quality Assurance
- Maintain detailed onboarding records in CRM
- Document client-specific configurations and customizations
- Follow quality checklists to ensure complete setup
- Gather feedback and identify improvement opportunities
Requirements
Education:
- Bachelor's degree in Business, Communications, or related field
- Additional certifications in Customer Success or SaaS preferred
Experience:
- 2-3 years of experience in customer success, onboarding, or technical training
- Experience with SaaS products and enterprise communications platforms
- Hands-on experience with CRM systems
- Experience with WhatsApp Business API and Google My Business
Technical Skills:
- Strong proficiency in Zoho CRM and Google Calendar
- Understanding of API integrations and webhooks
- Familiarity with customer onboarding automation tools
- Ability to troubleshoot technical issues during onboarding sessions
Soft Skills:
- Excellent verbal and written communication skills
- Strong presentation and training abilities
- Time management and ability to handle multiple sessions daily
- Problem-solving mindset with attention to detail
- Customer-centric approach with empathy
- Ability to work collaboratively with cross-functional teams
Preferred Qualifications:
- Experience in telecommunications or enterprise software industry
- Knowledge of call routing, IVR systems, and business communication tools
- Prior experience with MyOperator platform is a plus
- Track record of achieving high CSAT/NPS scores
Benefits
Compensation & Benefits:
- Competitive salary package (CTC up to 5 LPA based on experience)
- Performance-based incentives and bonuses
- Annual performance reviews and merit increases
Health & Wellness:
- Comprehensive health insurance coverage
- Mental health and wellness programs
Work-Life Balance:
- Flexible working hours
- Work from home options
- Paid time off and holidays
Professional Development:
- Training and skill development programs
- Career growth opportunities within Customer Success team
- Access to industry certifications and courses
Work Environment:
- Modern office infrastructure
- Collaborative and supportive team culture
- Latest tools and technology for productivity
Shubham Vishwakarma
Full Stack Developer - Averlon
About MyOperator - VoiceTree Technologies
About
MyOperator is India's cloud communications leader trusted by 10000+ businesses. MyOperator offers an omni-channel SAAS platform with:
- Cloud Call Center/ Contact Center Software
- WhatsApp API
- IVR and Toll-free Number
- Multi-store telephony
- Enterprise Mobility
MyOperator has been adopted by 10000+ businesses including IRCTC, Razorpay, Amazon, PwC, E&Y, Apollo and more.
MyOperator has been rated as a champion in India's cloud communications segment(Software Suggest), awarded for ease of use by Capterra and for exceptional customer service at UBS India BPO Conclave.
In 2022, MyOperator launched SMB focused conversation app Heyo Phone backed by super-angels Amit Chaudhary (Lenskart), Aakash Chaudhry(Aakash-Byjus)
Company video
Company social profiles
Similar jobs
- Strong wordpress fullstack developer profile:
- Mandatory (Experience 1) - 9+ years of experience as wordpress developer (full stack)
- Mandatory (Experience 2) - Must have 5+ years of experience in Front-end Development using HTML, CSS, Javascript, React JS
- Mandatory (Skills 1) - Must have experience working with Creative/Design team for website development
- Mandatory (Skills 2) - Basic Knowledge of Adobe photoshop/Illustrator
Preferred
- Preferred (Experience 1) - Familiarity with APIs, AI tool integrations
- Preferred (Experience 2) - Experience with We
Location: Bangalore, India
Experience: 2 Years
Company: Tradelab Technologies
About Tradelab Technologies:
Tradelab Technologies is a leading fintech company specializing in trading platforms, brokerage infrastructure, and financial market technology. We design and develop robust, scalable systems that power trading operations for brokers and financial institutions.
Role Overview:
We are seeking a motivated .NET Developer with around 2 years of experience to join our backend development team. The ideal candidate should have hands-on experience in C#, ASP.NET Core, and SQL, with a strong understanding of object-oriented programming and API development.
You will work closely with product, DevOps, and QA teams to build and enhance backend systems supporting our trading and fintech platforms.
Key Responsibilities:
- Develop, maintain, and enhance backend applications using .NET Core / ASP.NET MVC.
- Design and implement RESTful APIs for integration with frontend and third-party systems.
- Write clean, scalable, and efficient code following best practices.
- Work with SQL databases (preferably MS SQL Server) to design schemas, write queries, and optimize performance.
- Collaborate with product managers and frontend teams to translate requirements into technical solutions.
- Participate in code reviews, debugging, and troubleshooting production issues.
- Contribute to improving application performance, scalability, and security.
Required Skills & Qualifications:
- Bachelor’s degree in Computer Science, Engineering, or related field.
- 2 years of experience in .NET development.
- Strong proficiency in C# and ASP.NET Core / ASP.NET MVC.
- Experience with Web APIs and RESTful architecture.
- Good knowledge of Entity Framework / LINQ.
- Hands-on experience with MS SQL Server or other relational databases.
- Understanding of OOP principles, design patterns, and software architecture concepts.
- Familiarity with Git or other version control systems.
- Basic understanding of HTML, CSS, and JavaScript (for integration purposes).
Nice-to-Have Skills:
- Exposure to Microservices architecture.
- Familiarity with Message Queues (Kafka, RabbitMQ).
- Knowledge of CI/CD tools and DevOps practices.
- Experience with cloud environments (AWS / Azure).
- Understanding of financial or trading systems is a plus.
Why Join Tradelab Technologies:
- Work on cutting-edge trading and fintech platforms used across the industry.
- Collaborative, growth-oriented environment with exposure to complex backend systems.
- Opportunity to learn from senior engineers and grow into full-stack or system design roles.
- Competitive salary and benefits
PHP
Laravel
Javascript
React.js
Angular (2+)Role
Being a part of Products Engineering team, this member is expected to work with existing
development team. Key responsibilities of this role include design and development of PHP based applications as per the product roadmap. Coordinate with co-developers and contribute to all phases of the development lifecycle.
Experience
Around 4 years of experience in creating and implementing Web-based products using PHP,
MySQL, Ajax, and JavaScript.
Ability to work in an Agile, fast-paced environment, and learn rapidly.
Bachelor degree in computer science, computer engineering or similar.
Expert in HTML, CSS, JavaScript, JQuery, JSON.
Experience in any PHP framework Laravel, CodeIgniter or Zend.
Writing clean, readable, and easily maintainable code.
Must have knowledge of project/task management tools like Jira,
Familiarity with Version Control Tortoise Bitbucket, Git etc.
Understanding of UI, cross-browser compatibility and web standards.
Good English communication skills, written and spoken.
Able to work with minimum supervision as well as perform under pressure and meet
Deadlines.
Desirable
Experience in working with Agile projects.
LINUX experience would be an added advantage.
Responsibilities & duties:
- • Research, track, maintain and update leads
- • Make outgoing calls to develop new business
- • Contact prospects to qualify leads
- • Direct email marketing to key clients and prospects
- • Research and maintain lead generation database
- • Conduct customer research
- • Conduct client or market surveys to obtain information about potential leads
- • Participate in the preparation of proposals and / or sales presentations
- • Provide accurate and timely information to management
- • Develop a strong knowledge of the company’s products and services in order to facilitate the sales process
Skills / attributes required:
- • Excellent English communication (verbal and written)
- • Experience with cold calling
- • Experience with research and maintaining databases
- • Proficient in MS Office including Word, Excel, and Outlook
- • Experience in using CRM
- • Strong project and time management skills
- • Experience working with Western companies (preferred)
Pythonob Description
We are looking for a Senior Perl Developer to join our team, who will help us working on solutions and implementing technologies that will improve user experience.
Responsibilities:
- Developing and maintaining large-scale Perl applications.
- Perform application modifications and enhancements based on business needs.
- Develop clean, high-quality and reusable codes based on programming standards.
- Coordinate with Project Manager to clearly understand business requirements and expectations.
- Stay abreast with latest trends in application development techniques and technologies.
- Suggest optimal application development solutions to meet or exceed business objectives.
- Develop best practices to ensure coding efficiency and quality.
- Analyze and resolve coding issues in a timely and accurate manner.
- Prepare and maintain coding documentations for reference purposes.
- Prioritize, plan and handle multiple tasks effectively.
- Ensure to complete the assigned development tasks within deadlines.
- Report project status to Manager on regular basis.
Qualifications
- 7+ years of experience in Perl development.
- Strong experience in Python.
- Experience of developing and maintaining shell scripts.
- Strong working knowledge in Perl and Unix based systems.
- Experience of developing database-driven web services/applications against SQL databases such as Oracle or MySQL.
- Good understanding of GIT and agile practices.
- BSc in IT related field.
- Detail focused, experience of reviewing technical documentation, diagrams and plans in order to help meet and/or define requirements.
- Able to communicate technical information verbally in a clear manner to both technical and non-technical stakeholders.
If Any one Intrested please DM Here
Along with updated Resume and Expected CTC and Notice period
UI/UX Designer
Experience – 0-2 years
Salary – 1.4 - 2 lacs annual CTC
Desired Candidate Profile
Should have basic knowledge of software like adobe XD, illustrator, Figma, Corel draws, etc. Basic knowledge of HTML, CSS
Creative & a team player.
Job Description
Developing web & mobile application layouts based on UI designing standards.
Designing compelling banners for social media, job openings, company branding & logo, various formats, etc. as and when required.
Understanding project needs & participating in various design projects from concept to completion.
Understanding feedback to sharpen skills and improve the design.
Android Development
Kotlin
Java
Flutterhaving an understanding of mobile and software development life cycles, UIX, changing web standards, and Agile methodologies.
dedicated to continuously developing, implementing, and adopting new technologies to maximize development efficiency and produce innovative applications.
PHP
HTML/CSS
AngularJS (1.x)Laravel- Proficient with Laravel & Codeignitor Framework
- Have good database structures and algorithm platform
- Knowledge about OPP, MVC, RESTful
- Knowledge about HTML, CSS, JavaScript, AngularJS, ActiveJS, NodeJS, JQuery is an advantage
- Have experiences using GIT
- Use fluently one of relation database administration: Oracle, MySQL
NodeJS (Node.js)Angular (2+)React.jsResponsibilities:
- Understand the requirement and purpose of implementation.
- Implement modules with individual products and come up with impact and own ideas and solutions.
- Troubleshooting issues across environments.
- Responsible for monitoring, highlighting and troubleshooting issues across environments.
- Responsible for design and develop the components as per the requirement.
- Technical documentation, design and development using tools and technologies like HTML5, JAVA and Angular JS etc.
- Complete the build of code on time and as per application coding standards, and perform unit testing.
Requirements:
- Strong Expertise and experience in HTML5, charting libraries, JavaScript, jQuery, Angular(2+) or ReactJS
- Strong hands-on experience in Web services (REST)
- Proficient knowledge in D3.JS
- Good understanding of user interactions
- At least involved in one live project on D3.JS
- Handson on Visualisations
- Knowledge in Nodejs
- Knowledge in React JS / Angular 2+
- Good understanding of cloud computing platforms and its services
- Experience in UI, UX, data visualisations, usability, design aspects and user stories
Follow CutshortShubham Vishwakarma
Full Stack Developer - Averlon