Customer Success Executive Client Onboarding

About the Role

We are looking for a proactive and customer-focused Customer Success Executive to join our growing Success team. In this role, you will be the first point of contact for new clients, guiding them through onboarding, ensuring a smooth setup, and helping them realize value from the product quickly.

Key Responsibilities

• Own the end-to-end onboarding journey for new clients on Pramaan, from kickoff to go-live.
• Conduct onboarding calls/demos to walk clients through product setup, configuration, and best practices.
• Create and maintain onboarding documentation, guides, and training materials.
• Identify and resolve onboarding blockers by coordinating with Product, Engineering, and Support teams.
• Track onboarding progress and maintain accurate records in the CRM/CS tool.
• Gather client feedback during onboarding to improve the process and product experience.
• Ensure timely handoff of accounts to the ongoing Customer Success/Account Management team post-onboarding.
• Monitor key onboarding metrics (time-to-value, activation rate, drop-offs) and report on them regularly.
• Build strong relationships with clients to drive product adoption and satisfaction from day one.

Interested candidates can send their updated resume to [email removed] with the subject line "Application Customer Success Executive (Onboarding)".