The Customer Onboarding Specialist will ensure a seamless onboarding experience for customers of KDK Software. The role involves guiding customers through product setup, ensuring adoption of key features, providing training, resolving queries, and creating scalable onboarding processes. The specialist will act as the bridge between new customers and internal teams to drive long-term customer satisfaction and retention.
- Manage the end-to-end onboarding process for customers, including setup, configuration, initial training, and follow-ups.
- Proactively engage with customers through calls, emails, and chat to drive product usage and adoption.
- Ensure timely application training for different users of a particular account at regular intervals to provide a seamless and positive customer experience.
- Ensure that application usage remains above the defined threshold.
- Develop and implement strategies to improve the customer onboarding experience.
- Manage customer integration and customization requirements and ensure timely delivery.
- Ensure customer renewals.
- Provide training and support to corporate clients to enhance their software usage experience.
- Ensure a smooth hand-off from the onboarding process to the Customer Success team.
- Track onboarding metrics, including activation rate, drop-offs, and completion rate, and recommend improvements.
- Provide onboarding reports and dashboards to leadership with updates on new customer progress and challenges.
- Collaborate with Product, Support, and Sales teams to align on customer needs and feedback.
- Automate and improve onboarding workflows for efficiency.
- Stay updated with industry best practices to continuously enhance onboarding processes.
Must Have
- Minimum 5 years of experience as a Corporate Account Manager.
- Experience in handling corporate clients.
- Strong verbal and written communication skills.
- Customer-centric approach with problem-solving abilities.
- Process-oriented mindset with attention to detail.
Preferred
- Exposure to Tax, Compliance, or Finance Software (GST, ITR, TDS).
- Excellent communication and interpersonal skills.
- Leadership and team management skills.
- Experience in creating onboarding resources, including guides, webinars, and tutorials.
- Familiarity with CRM and Customer Success tools.
- Knowledge of the Indian Tax Compliance ecosystem.
- Experience with automation or workflow optimization.
Pay: ₹500,000.00 - ₹600,000.00 per year
Benefits:
Work Location: In person
