Job Description
RunLoyal is looking for a customer-focused and detail-oriented Customer Onboarding Associate / Junior Customer Onboarding Specialist to support the successful onboarding of new customers onto the RunLoyal platform. This role is ideal for early-career professionals who enjoy working directly with customers, coordinating onboarding activities, and supporting SaaS implementations.
You will work closely with Development, Infrastructure, QA, and Support teams to ensure customers are set up correctly and have a smooth onboarding experience.
Key Responsibilities
- Manage and support day-to-day customer onboarding activities for new RunLoyal customers.
- Act as a customer-facing point of contact during the onboarding phase, handling basic queries and follow-ups.
- Coordinate onboarding calls, demos, and platform walkthroughs.
- Collect onboarding requirements and assist with system configuration and setup.
- Support data collection, validation, cleanup, and standard CSV-based imports.
- Perform data sanity checks and identify missing or incorrect information.
- Update onboarding trackers, timelines, and internal documentation.
- Coordinate with internal teams such as Implementation, Support, Product, and Engineering to resolve onboarding-related issues.
- Assist with User Acceptance Testing (UAT) and onboarding sign-off activities.
- Document onboarding processes, FAQs, and common customer challenges.
Required Skills & Qualifications
- Strong written and verbal communication skills.
- Comfortable in a customer-facing role with external stakeholders.
- Basic understanding of SaaS platforms, onboarding, or implementation workflows.
- Proficiency in MS Excel / Google Sheets.
- Strong attention to detail and ability to manage multiple tasks.
Preferred Qualifications
- 1+ years of experience in customer onboarding, customer success, implementation, or support roles.
- Experience working in a SaaS or technology-driven environment.
- Familiarity with CRM systems, ticketing tools, or project management tools.
- Basic knowledge of data imports, CSV files, and system configurations.
Education
- Bachelor’s degree in Engineering, Business, IT, or a related field.
Pay: Up to ₹1,200,000.00 per year
Benefits:
- Flexible schedule
- Work from home
Application Question(s):
- How many years of experience do you have in customer onboarding, customer success, implementation, or support roles?
- Have you worked in a SaaS or technology-driven company before? If yes, which company/product?
- Briefly describe a time you managed the onboarding or implementation of a new customer/client onto a software platform. What was your role, and what was the outcome?
- Have you used any CRM systems, ticketing tools, or project management tools (e.g., Salesforce, HubSpot, Zendesk, Jira, Freshdesk, Asana)? Please list the tools and your level of familiarity.
- Rate your proficiency in MS Excel/Google Sheets (Basic / Intermediate / Advanced) and mention any specific functions you're comfortable with (VLOOKUP, pivot tables, data validation, etc.).
- This role requires direct communication with external customers via calls, emails, and demos. How comfortable are you handling customer-facing conversations?
- Are you comfortable managing multiple onboarding accounts/tasks simultaneously with tight timelines?
- Are you okay with the working in shift timings as required?
- What is your current location?
- What is your current CTC (fixed + variable, if applicable)?
- What is your expected CTC?
- What is your current notice period? (If serving notice already, please share your last working day.)
- Are you currently employed? If yes, please share your reason for looking to change need this as a reasoning in detail.
Work Location: Hybrid remote in Coimbatore, Tamil Nadu
