Experience
3–6 Years (Relevant experience preferred. Exceptional candidates with strong AI and automation expertise are encouraged to apply.)
About the Role
We are looking for a highly motivated and AI-driven professional who can take ownership of our complete customer onboarding journey—from the moment a user signs up for a free trial until they become an active, paying customer.
This is not a traditional sales, cold calling, SEO, or digital marketing role.
Your primary responsibility will be to design, automate, and continuously optimize customer onboarding, lead nurturing, engagement, retention, and reactivation through intelligent email campaigns, SMS campaigns, CRM automation, AI-generated content, and data-driven decision making.
You will play a key role in increasing trial-to-paid conversions, improving customer engagement, reducing churn, and maximizing customer lifetime value.
Key Responsibilities Customer Onboarding & Lead Nurturing
- Contact potential clients through cold calls and emails.
- Maintain accurate call records and follow-ups.
- Meet daily calling and lead generation targets.
- Comfortable with outbound cold calling.
- Design and manage complete customer onboarding journeys.
- Convert free trial users into active and paying customers.
- Build personalized onboarding experiences based on customer behavior.
- Create automated follow-up sequences from Day 1 through long-term customer engagement.
Example communication flows may include:
- Welcome Series
- Day 1
- Day 3
- Day 7
- Day 14
- Day 21
- Day 30
- 60-Day Follow-up
- 90-Day Re-engagement
- 6-Month Win-back Campaign
- Renewal & Upgrade Campaigns
Continuously improve these journeys based on customer engagement and conversion data.
CRM & Automation
Design and maintain automated customer journeys using CRM and marketing automation platforms.
Examples include:
- Welcome emails
- Trial reminders
- Feature education campaigns
- Product tips
- Upgrade offers
- Discount campaigns
- Abandoned trial recovery
- Customer win-back campaigns
- Subscription renewal reminders
- Customer engagement campaigns
Implement communication across multiple channels including:
- Email
- SMS
- WhatsApp (if applicable)
- Push Notifications
- In-App Messaging
Email & SMS Campaign Management
Create engaging customer communications including:
- Welcome emails
- Product education emails
- Trial expiry reminders
- Promotional campaigns
- Personalized offers
- Customer success stories
- Product updates
- Reactivation campaigns
- Referral campaigns
Create and manage SMS campaigns using platforms such as Twilio or similar providers.
Optimize messaging for high open rates, click-through rates, and customer engagement.
AI-Powered Content Creation
Use AI extensively to create and improve:
- Email campaigns
- SMS messages
- Product announcements
- Customer onboarding content
- Promotional offers
- Landing page copy
- Help articles
- Blog ideas
- Marketing creatives
- AI-generated images
- Customer communication templates
Candidates should know how to combine AI with human editing to produce professional, personalized, and high-converting customer communication.
Customer Journey Optimization
Monitor and continuously improve:
- Trial to Paid Conversion Rate
- Customer Activation Rate
- User Engagement
- Email Open Rate
- Click Through Rate (CTR)
- Customer Retention
- Churn Rate
- Customer Lifetime Value (LTV)
- Feature Adoption
- Campaign Performance
Analyze customer behavior and recommend improvements to increase conversions and retention.
Analytics & Reporting
Track campaign performance using dashboards and analytics tools.
Prepare weekly and monthly reports covering:
- Open Rates
- Click Rates
- Conversion Rates
- Funnel Performance
- Customer Engagement
- Retention Metrics
- Churn Analysis
- Revenue Attribution
Provide actionable recommendations based on campaign performance.
Experimentation & Optimization
Plan and execute A/B tests for:
- Subject lines
- Email content
- SMS messaging
- CTA buttons
- Landing pages
- Promotional offers
- Images
- Customer segments
- Communication timing
Continuously optimize campaigns based on data and user behavior.
Required Skills
- Excellent written and spoken English.
- Strong analytical and problem-solving skills.
- Excellent communication and customer engagement skills.
- Ability to write persuasive and customer-focused messaging.
- Strong understanding of customer onboarding and lead nurturing.
- Experience building automated customer journeys.
- Ability to work independently and manage multiple projects.
AI Tools Expertise (Mandatory)
This is an AI-first role.
Candidates must already use AI extensively as part of their daily workflow.
Hands-on experience with:
- ChatGPT
- Claude
- Gemini
- Perplexity
- Microsoft Copilot
Experience with AI image generation tools such as:
- DALL·E
- Midjourney
- Ideogram
- Stable Diffusion (Preferred)
Candidates should be able to:
- Create high-converting email and SMS campaigns using AI.
- Build reusable prompt libraries.
- Personalize customer communication using AI.
- Generate marketing creatives and campaign assets.
- Improve productivity using AI while maintaining high quality.
CRM & Automation Tools
Hands-on experience with one or more of the following platforms:
- HubSpot
- Salesforce
- ActiveCampaign
- Mailchimp
- Brevo (Sendinblue)
- Zoho CRM
- Zoho Campaigns
- Customer.io
- Iterable
- Braze
- CleverTap
- MoEngage
- Intercom
- Drip
- ConvertKit
Email & Communication Platforms
Experience with one or more of:
- Twilio
- SendGrid
- Amazon SES
- Mailgun
- MessageBird
- Postmark
- Plivo
Analytics & Tracking Tools
Experience with:
- Google Analytics 4 (GA4)
- Google Tag Manager
- Mixpanel
- Amplitude
- Microsoft Clarity
- Hotjar
- Looker Studio
Ability to measure and improve:
- Customer Funnels
- User Behavior
- Campaign Performance
- Conversion Rates
- Retention Metrics
Preferred Experience
Candidates with experience in the following industries will be preferred:
- SaaS
- EdTech
- Subscription-based Products
- Mobile Apps
- Product-Led Growth (PLG)
Experience in:
- Customer Onboarding
- Marketing Automation
- CRM Management
- Email Marketing
- Customer Retention
- Lifecycle Automation
- Customer Success
- Conversion Rate Optimization (CRO)
What We're Looking For
The ideal candidate is someone who enjoys improving customer experiences through automation, AI, and data.
You should be passionate about understanding customer behavior, building scalable automation workflows, experimenting with new ideas, and continuously improving conversion and retention metrics.
We're looking for someone who takes ownership, learns quickly, and leverages AI to work smarter and deliver measurable business results.
Selection Process
Shortlisted candidates will complete a practical assignment.
The assignment may include:
- Designing a 30-day onboarding journey for trial users.
- Creating an automated email and SMS sequence using AI.
- Suggesting customer segmentation and engagement strategies.
- Designing a CRM automation workflow.
- Creating AI-generated email copy, SMS content, and promotional creatives.
- Explaining how campaign performance would be measured and optimized.
This assessment helps us evaluate your creativity, automation skills, AI expertise, customer-centric thinking, and ability to improve conversions and retention.
Why Join Us?
- Be part of an innovative AI-powered EdTech platform making a real impact on students' learning.
- Work with cutting-edge AI, CRM, and automation technologies.
- Own and shape the entire customer onboarding and engagement strategy.
- Opportunity to build scalable systems that directly influence product growth, customer success, and business outcomes.
- Collaborative environment with significant ownership, learning, and growth opportunities.
Pay: ₹25,000.00 - ₹60,000.00 per month
Work Location: In person
