SAAS Onboarding Specialist
CSML GROUP
- Location
- Mumbai, Maharashtra, India
- Job type
- Full-time
Required skills
- CMS
- communication skills
- compliance
- CRM
- microsoft excel
About the role
CSML GROUP
Website:
csmlgroup.com
Job details:
Key Responsibilities
- Review and validate customer-submitted information for accuracy, completeness, and compliance with platform guidelines.
- Upload verified customer data to the listing platform using standardized templates and operational workflows.
- Communicate with customers to address discrepancies, request missing details, and guide them through the pre-onboarding process.
- Draft professional emails, updates, and support communications in clear and fluent English.
- Maintain Excel-based trackers, onboarding status sheets, templates, and issue logs.
- Collaborate closely with Sales, Tech, QA, and other internal teams to streamline processes and resolve technical or data-related issues.
- Provide timely customer support during the onboarding phase to ensure smooth activation.
- Conduct periodic audits to maintain data integrity and ensure consistent platform quality.
Required Skills & Qualifications
- Bachelor’s degree in Business Administration, Information Technology, or a related field.
- Minimum 3 years of experience in customer onboarding, data verification, operations, or related functions.
- Strong proficiency in Microsoft Excel (formulas, pivot tables, data validation, etc.).
- Excellent verbal and written English communication skills.
- Experience with listing platforms, CRM tools, or CMS systems is an added advantage.
- High attention to detail with the ability to manage multiple onboarding workflows concurrently.
- Customer-centric approach with a positive and professional communication style.
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