About Easify
Easify is our all-in-one communications portal designed to help businesses stay connected with their customers through messaging, automated workflows, and actionable insights. We are focused on delivering a seamless customer experience from the very first interaction. We are seeking a proactive and detail-oriented Onboarding Associate to ensure new customers successfully adopt and implement Easify’s platform.
Role Overview
As an Onboarding Associate, you will be responsible for guiding new clients through the complete onboarding journey - from initial welcome calls to platform setup and early-stage adoption. You will ensure customers clearly understand Easify’s features, compliance requirements, and best practices, enabling them to derive maximum value from the platform.
This role requires strong communication skills, a customer-first mindset, and the ability to simplify technical concepts for US-based clients.
Key Responsibilities
· Conduct structured onboarding calls for new customers.
· Guide clients through account setup, configuration, and feature activation.
· Ensure smooth transition from subscription to active platform usage.
· Deliver personalized training sessions to help clients navigate the platform confidently.
· Demonstrate key features including messaging workflows, automation tools, and analytics dashboards.
· Provide best practices to maximize effective platform usage.
· Educate customers on communication compliance standards related to SMS and messaging.
· Ensure proper account setup aligned with regulatory and platform requirements.
· Proactively follow up with newly subscribed clients to ensure onboarding completion.
· Identify and address early-stage challenges impacting product adoption.
· Support customers in achieving quick wins and measurable value from the platform.
· Act as the first point of contact for onboarding-related queries.
· Collaborate with internal support and technical teams to resolve issues efficiently.
· Maintain detailed and organized documentation of onboarding activities within the CRM system.
Qualifications & Skills
· 1+ years of experience in Customer Support, Client Relationship Management, SaaS Onboarding, or related roles.
· Excellent verbal and written English communication skills (near-native fluency preferred).
· Strong presentation and client-facing communication abilities.
· Ability to explain technical workflows in a simple and structured manner.
· Familiarity with CRM systems and online communication tools.
· Strong organizational and documentation skills.
· Customer-centric approach with problem-solving capability.
· Flexibility to work night shifts (US business hours).
Work Location: In person
