Senior Customer Onboarding Specialist

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.

Who are we?

We are a fast-growing technology company building digital platforms and services for global industries that depend on reliable operations, strong coordination and seamless communication.

Our work focuses on solving complex real-world problems by bringing together software, data, automation and customer-centric workflows. We support businesses in improving efficiency, strengthening operational visibility and delivering better experiences for their customers and end users.

We are entering an exciting growth phase and are looking for people who are hands-on, commercially minded and eager to build. This is an environment where ownership, follow-through and attention to detail matter. Every customer interaction, every process improvement and every successful delivery contributes directly to the company’s growth.

Joining us means becoming part of an ambitious team that is building practical technology solutions with real business impact.

Who are we looking for?

We are looking for a new team of highly organised and commercially driven Sales Success Specialists to support our sales growth, customer onboarding and revenue operations.

This role sits at the centre of lead generation, CRM discipline, sales follow-up, customer coordination, logistics and order-to-cash execution. The ideal candidate will be comfortable making cold calls, managing data accurately, coordinating with internal teams and ensuring that every lead, order and customer interaction is followed through professionally.

This is a hands-on role for someone who enjoys sales operations, customer success and execution.

Key Responsibilities

Lead Generation and Cold Calling

• Identify, research and qualify new sales leads.
• Conduct cold calls and follow-up calls with prospective customers.
• Maintain professional communication with prospects across phone, email, WhatsApp and LinkedIn.
• Book meetings and demos for senior sales team members.
• Track lead status and next steps clearly in the CRM.

CRM and Sales Data Management

• Create, maintain and update CRM records for leads, customers, contacts, opportunities and orders.
• Ensure all sales activity, follow-ups, meeting notes and customer updates are properly logged.
• Keep customer and vessel data accurate and up to date.
• Prepare weekly sales pipeline and activity reports.
• Support sales forecasting and order tracking.

Lead-to-Order Coordination

• Support the sales team in moving leads through the pipeline.
• Follow up on proposals, pricing, commercial queries and customer confirmations.
• Coordinate internal approvals, documentation and customer onboarding requirements.
• Ensure handover from sales to delivery is clear and complete.
• Track trial accounts, pilots, activations and customer commitments.

Order-to-Cash Support

• Coordinate order confirmation, customer documentation and billing information.
• Work with finance to support invoicing, payment follow-up and revenue tracking.
• Monitor order status from confirmation through to activation and payment.
• Support renewal tracking, upsell opportunities and customer account updates.
• Maintain clear records of commercial terms, purchase orders and invoice status.

Logistics and Customer Operations

• Coordinate dispatch, delivery and tracking of any required hardware or onboarding material.
• Liaise with customers, vessel contacts, agents and internal delivery teams.
• Ensure activations, licences, customer access and support processes are completed on time.
• Help resolve operational blockers by coordinating between sales, support, finance and delivery teams.

Skills and Experience

Essential

• 0 to 5 years of experience in sales support, inside sales, customer success, sales operations or revenue operations.
• Strong communication skills, especially over phone and email.
• Comfortable making cold calls and following up with prospects.
• Good CRM discipline and attention to detail.
• Strong Excel / Google Sheets skills.
• Ability to manage multiple leads, customers and tasks at the same time.
• Commercial mindset with strong follow-through.
• Comfortable working with sales, finance, logistics and customer success teams.

Preferred

• Experience in B2B SaaS, maritime, logistics, shipping, telecoms, technology or enterprise services.
• Experience using HubSpot, Zoho, Salesforce, Pipedrive or similar CRM tools.
• Experience handling order management, invoicing coordination or customer onboarding.
• Familiarity with LinkedIn prospecting and sales outreach tools.

Ideal Candidate Profile

You are persistent, organised and commercially alert. You do not let leads go cold, data go stale or orders get stuck. You are comfortable speaking to customers, chasing updates, maintaining systems and ensuring that the full sales process runs smoothly from first contact to payment collection.

You should enjoy working in a fast-moving environment where sales, customer success, operations and finance need to work closely together.

Key Success Measures

• Number of qualified leads created and followed up.
• CRM accuracy and completeness.
• Speed and quality of lead follow-up.
• Conversion support from lead to order.
• Timely order processing and activation coordination.
• Reduction in delays between order confirmation, invoicing and payment.
• Clear reporting on sales pipeline, customer status and revenue progress.

Reporting Line

The role will report to CCO and will work closely with sales, customer success, finance and operations teams.

Why Join Us

This is an opportunity to be part of a growing technology company where sales execution, customer success and operational discipline directly contribute to business growth. The role offers strong exposure to B2B sales, customer operations, commercial processes and revenue management.

About Master-O

Master-O is a next-generation sales enablement and microskill learning platform that empowers frontline teams through gamification, AI-driven coaching, and continuous performance reinforcement.

Our platform is trusted by leading enterprises in financial services, retail, pharma, consumer goods, telecom, automobile, BFSI, construction and others to drive measurable business outcomes across sales readiness, productivity, and execution excellence.

We are looking for someone who can own strategic accounts, drive adoption, and unlock growth opportunities.

Role Overview

The CS Associate will play a critical role in ensuring long-term customer value, retention, and expansion for Master-O’s enterprise clients.

You will act as a trusted advisor to senior stakeholders, ensuring customers achieve measurable ROI while identifying opportunities to grow the account footprint.

Key Responsibilities

Customer Success & Key Account Management

• Own end-to-end customer success for enterprise corporate accounts, primarily in the domestic market
• Drive onboarding, adoption, engagement, and value realization of the Master-O platform
• Build strong relationships with CXOs, Sales Heads, L&D leaders, and other stakeholders
• Act as the point of contact with the customer, ensuring feedback is looped back into product and solution improvements
• Track success metrics such as usage, renewals, and expansions

Stakeholder & Internal Collaboration

• Work closely with Product & Design, Tech and CS teams to ensure seamless execution
• Translate client business objectives into platform use cases and success roadmaps
• Support case studies, testimonials, and references from satisfied customers

Required Skills & Experience

• 2+ years of full-time experience in Customer Success / Key Account
• Prior experience in B2B SaaS companies, handling enterprise-level clients
• Proven experience working with domestic customers and managing stakeholders across regions
• Strong understanding of SaaS metrics, renewals, expansions, and customer lifecycle management
• Experience in fast-paced startup environments preferred
• Excellent communication, presentation, and stakeholder management skills
• Strong business acumen with the ability to connect product value to business outcomes

What You’ll Get

• Opportunity to work with both: Pan-India and Global enterprise brands
• High ownership role with direct impact on customer outcomes and revenue growth
• Exposure to cutting-edge AI-driven learning and sales enablement technology
• Fast-paced environment with room to grow into a leadership role
• Competitive compensation aligned with experience

As a Customer Support Executive / Manager, you will own a set of client accounts and ensure they successfully adopt and use the product.

You will handle client onboarding, product training, reporting, data requests and day-to-day client queries. You will also identify repetitive requests and use AI and automation to make recurring reports and workflows more efficient.

Forward Deployed Implementation Engineer

About the Role

We are looking for a Forward Deployed Implementation Engineer who can work closely with customers and internal teams to successfully implement and operationalize our product.

This is a customer-facing, execution-oriented role that sits at the intersection of Product, Engineering, Accounting, and Customer Operations.

You will own implementations from start to finish — understanding customer requirements, configuring the product, setting up workflows and integrations, troubleshooting issues, coordinating with Engineering/Product, and ensuring customers are successfully onboarded and operational.

This role is ideal for someone who enjoys solving real customer problems, working with data and systems, understanding accounting workflows, and getting things across the finish line.

What You’ll Do

• Own the end-to-end implementation of the product for new and existing customers.
• Understand customer business processes, accounting workflows, and operational requirements.
• Configure customer/entity setups, workflows, recipes, rules, and product features based on business requirements.
• Work with accounting and finance teams to understand their requirements and translate them into product configurations.
• Set up and validate integrations with systems such as accounting platforms, POS systems, banking platforms, and other third-party systems.
• Investigate implementation issues, data discrepancies, integration failures, and workflow problems.
• Work closely with Engineering and Product teams to troubleshoot issues and drive them to resolution.
• Clearly communicate customer requirements, implementation blockers, and product gaps to internal teams.
• Coordinate across multiple stakeholders and ensure implementation tasks are completed on time.
• Test configurations and integrations end-to-end before customer rollout.
• Perform data validation and reconciliation to ensure the system is producing accurate results.
• Support customer/accounting teams during onboarding and transition them successfully to the product.
• Create implementation documentation, playbooks, and repeatable processes.
• Identify recurring customer problems and work with Product/Engineering to improve the product and implementation process.
• Provide feedback from customer implementations to help shape product improvements.

What We’re Looking For

• 2–6 years of experience in implementation, solutions engineering, technical consulting, customer success engineering, business systems, or a similar role.
• Strong problem-solving and analytical skills.
• Comfortable working directly with customers and internal technical teams.
• Ability to understand complex business processes and translate them into system configurations.
• Strong understanding of data, workflows, integrations, and APIs.
• Good understanding of accounting/finance concepts and workflows is highly preferred.
• Comfortable working with spreadsheets and data; SQL knowledge is a strong plus.
• Ability to investigate issues independently and identify the root cause rather than simply escalating problems.
• Strong ownership mindset — you take a problem from "this is broken" to "this is solved."
• Excellent communication skills, both written and verbal.
• Comfortable working in a fast-moving environment where requirements can evolve.
• Ability to manage multiple customer implementations and prioritize effectively.

Good to Have

• Experience with accounting systems such as NetSuite, QuickBooks Online, or similar platforms.
• Experience working with POS systems such as Toast or similar platforms.
• Experience with banking/payment integrations.
• Experience working with REST APIs and integration troubleshooting.
• SQL/Postgres experience.
• Experience working with accounting data, reconciliations, journal entries, revenue, expenses, payouts, or financial reporting.
• Experience in SaaS implementation or B2B software.
• Experience working with Engineering/Product teams in a startup environment.

What This Role Is NOT

This is not a traditional software engineering role where your primary responsibility is writing application code.

You will work closely with Engineering, but your primary responsibility is to:

Understand → Configure → Implement → Validate → Troubleshoot → Deploy → Drive Adoption

You should be comfortable getting hands-on with the product, customer data, integrations, and workflows to solve problems.

Who Will Succeed in This Role?

You will do well if you are someone who:

• Enjoys solving ambiguous problems.
• Can speak comfortably with both customers and engineers.
• Is technically curious and can understand how systems and integrations work.
• Doesn't wait for someone else to solve a problem.
• Can dig into data to find what is actually happening.
• Is comfortable working with accounting/finance teams.
• Enjoys taking ownership of implementations.
• Can balance customer requirements with product capabilities.
• Is willing to get hands-on and figure things out rather than simply following a checklist.

Why Join Us?

You will have significant ownership over how customers successfully adopt the product.

You will work across customers, accounting teams, Product, and Engineering, giving you exposure to both business and technology.

This role is a great opportunity for someone who wants to grow into a Solutions Engineer, Implementation Lead, Product Specialist, or Forward Deployed Engineer while working on real-world customer problems.

Strong Technical Implementation manager profile with exposure to enterprise clients in B2B SaaS domain

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Mandatory (Experience 1) – Must have 4+ years in Technical Implementation Manager/ SaaS Implementation manager/Technical Project Implementation Manager with atleast the recent 2+ years in a B2B SaaS company dealing with enterprise clients

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Mandatory (Experience 2) – Must have direct experience leading end-to-end software/tech product/tech project delivery

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Mandatory (Experience 3) – Must have External / Client project implementation experience (Don't want internal project manager)

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Mandatory (Experience 4) - Experience coordinating with Product, Engineering, and Support teams to ensure successful customer go-live.

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Mandatory ( Experience 5) – Must be comfortable engaging and presenting to C-level executives, Directors, VP-level stakeholders, and enterprise decision-makers, with proven ability to build strategic long-term relationships

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Mandatory (Core Skills) – Strong communication, stakeholder management, and executive-level reporting capability

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Mandatory (Company) -B2B SaaS Product companies

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Mandatory (Note 1): Not looking for implementation engineer but someone who handles the implementation projects. In their current or most recent role, the candidate must be the accountable owner of implementation projects (primary client point of contact, owns the project plan and go-live), not a hands-on specialist executing the build.

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Mandatory (Note 2) - We have 5 open positions of which 1 position is for Pune, and the rest 4 are for Bangalore/Gurgaon

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Mandatory (Education): Engineering graduate