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Operations Executive (Client Onboarding)

Location

Haldwani, Uttarakhand, India

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

AiSensy

Website: aisensy.com
Job details:

About AiSensy


AiSensy is a WhatsApp based Marketing & Engagement platform helping businesses like Adani, Delhi Transport Corporation, Yakult, Godrej, Aditya Birla Hindalco., Wipro, Asian Paints, India Today Group Skullcandy, Vivo, Physicswallah, Cosco grow their revenues via WhatsApp.

Although we are leading WhatsApp-based Marketing & Engagement platform, helping businesses scale their customer communication and drive substantial revenue growth. We work with top brands, enabling them to harness the power of WhatsApp Business API for marketing, sales, and customer engagement.


We’re looking for an Operations Executive – Customer Onboarding who will play a key role in ensuring a seamless and efficient onboarding experience for our customers.


Role Overview


As the Operations Executive – Customer Onboarding, you will be responsible for streamlining, optimizing, and managing the entire customer onboarding process. You will play a pivotal role in driving customer satisfaction and long-term success by implementing scalable onboarding processes, working cross-functionally, and continuously improving internal workflows.

This role is ideal for someone with strong operational experience, excellent communication skills, and a customer-first mindset.


Key Responsibilities


Customer Onboarding & Implementation

  • Execute and improve end-to-end customer onboarding workflows.
  • Ensure customers are smoothly transitioned and fully activated on AiSensy.
  • Maintain onboarding SLAs and follow best practices to deliver consistent customer experiences.
  • Collaborate with Sales, Product, and Customer Success teams to align onboarding objectives with client expectations.


Operational Excellence

  • Identify bottlenecks in the onboarding process and implement improvements for better efficiency and scalability.
  • Develop SOPs, templates, and automation processes to streamline operations.
  • Use CRM tools (e.g., HubSpot, Salesforce) to track onboarding milestones.


Customer Training & Enablement

  • Conduct training sessions, webinars, and product walkthroughs.
  • Build and maintain customer-facing resources like FAQs, guides, and tutorials.
  • Empower customers to be self-sufficient on the AiSensy platform.


Data & Reporting

  • Monitor key onboarding KPIs such as time-to-activation and early churn rates.
  • Generate reports and insights to optimize the onboarding journey and improve customer success metrics.


Team Collaboration

  • Coordinate with internal teams to ensure smooth cross-functional handoffs.
  • Support onboarding specialists and ensure service quality standards are upheld.


Key Qualifications

  • Experience: 1+ years in customer onboarding, operations, or implementation (in SaaS/B2B domains).
  • Technical Skills: Familiarity with CRM & onboarding tools (HubSpot, Salesforce, Zendesk, etc.). Understanding of API-based platforms or WhatsApp Business API is a plus.
  • Analytical Ability: Comfortable with data analysis and using metrics to drive process improvement.
  • Communication: Excellent verbal and written communication skills, with the ability to convey technical concepts to non-technical users.
  • Organization: Ability to manage multiple onboarding projects with precision and meet tight deadlines.


Why Join AiSensy?

  • Work with top-tier clients across industries and make a direct impact on customer success.
  • Be part of a fast-scaling, mission-driven company at the forefront of WhatsApp-based engagement.
  • Collaborate with a dynamic team and gain exposure to strategic decision-making.
  • Enjoy a high-growth, performance-driven work culture with ample learning opportunities.


Ready to redefine customer onboarding in the SaaS world?

Apply now and become a part of AiSensy's growth story!

Click on Apply to know more.

Skills

API
communication skills
CRM
cross-functionally
customer engagement
customer success metrics
end-to-end
HubSpot
SaaS
Salesforce
team collaboration
Zendesk