Onboarding Specialist

Job Description – Partner Onboarding (Channel Partner Sales)

Position: Onboarding Executive Department: Channel Partner Sales

Location: Bengaluru

Experience: 1–4 Years (Real Estate experience preferred)

Job Summary:

We are looking for a proactive and detail-oriented Onboarding Executive to manage the onboarding process for Channel Partners. The role involves coordinating registrations, documentation, system activation, project orientation and ensuring a seamless onboarding experience that enables Channel Partners to start generating business quickly.

Key Responsibilities:

 Coordinate the end-to-end onboarding process for new Channel Partners.

 Collect, verify and maintain all required onboarding documents.

 Complete Channel Partner registration and empanelment as per company policies.

 Create and activate Channel Partner profiles in the CRM system.

 Conduct project orientation and onboarding sessions for newly registered Channel Partners.

 Share project brochures, price lists, payment plans, inventory updates, and marketing collateral.  Ensure Channel Partners understand the registration process, commission structure, and booking guidelines.

 Coordinate with Sales, CRM, Marketing, and Finance teams for smooth onboarding.

 Track onboarding status and ensure timely completion of all formalities.

 Resolve onboarding-related queries and provide ongoing support.

 Maintain accurate records and generate onboarding reports.

 Follow up with newly on boarded Channel Partners to encourage active engagement and lead generation.

Required Skills:

 Excellent communication and interpersonal skills.

 Strong coordination and organizational abilities.

 Attention to detail and documentation management.

 Good knowledge of CRM systems and Microsoft Office (Excel, Word, PowerPoint).  Ability to manage multiple tasks and meet deadlines.

 Customer-centric and service-oriented approach.

Preferred Qualifications:

 Graduate in any discipline.

 1–4 years of experience in onboarding, customer success, sales coordination, CRM, or Channel Partner management.

 Experience in the real estate industry will be an added advantage.

Key Performance Indicators (KPIs):

 Number of Channel Partners on boarded.

 Average onboarding turnaround time.

 Documentation accuracy and compliance.

 CRM profile activation.

 Number of Channel Partners activated after onboarding.

 Onboarding satisfaction and support quality.

 Reduction in onboarding-related delays and errors.

Compensation & Benefits:

 Competitive salary.

 Performance-based incentives.

 Career growth opportunities.

 Training and skill development.

 Employee benefits as per company policy.