Coordinate with new customers to complete the onboarding process smoothly and on time.
Collect and verify required customer information, documents, and onboarding details.
Explain the onboarding process, timelines, service model, and next steps to customers.
Coordinate with Sales, Operations, Service, Installation, and other internal teams for customer activation.
Schedule installation, site visits, equipment delivery, or service activities as required.
Maintain accurate customer records and update onboarding status in CRM/internal systems.
Follow up with customers and internal teams to ensure all onboarding activities are completed within agreed timelines.
Handle customer queries related to onboarding, installation, documentation, and service initiation.
Identify and escalate onboarding issues or delays to the relevant team.
Ensure a positive customer experience during the initial engagement with CircoLife.
Maintain onboarding trackers, reports, and daily/weekly status updates.
Conduct post-onboarding follow-ups to ensure customer satisfaction and smooth transition to the service team.
Coordinate with customers for feedback and communicate recurring issues to the management team.
Excellent verbal and written communication skills.
Strong customer-handling and relationship-management skills.
Good coordination and follow-up abilities.
Strong attention to detail and documentation skills.
Ability to manage multiple customers and tasks simultaneously.
Good knowledge of MS Excel, Word, and basic CRM tools.
Problem-solving and escalation-management skills.
Professional and customer-friendly approach.
Ability to work effectively with cross-functional teams.
Graduate in any discipline.
1–3 years of experience in Customer Onboarding, Customer Success, Customer Support, Client Coordination, Operations, or related roles.
Experience in B2B services, facility management, HVAC, home services, SaaS, or subscription-based businesses will be an added advantage.
We are looking for someone who is:
Customer-focused and approachable.
Proactive with strong follow-up skills.
Organized and comfortable handling multiple activities.
Comfortable communicating with B2B customers.
Capable of coordinating with multiple internal teams.
Willing to take ownership of customer onboarding from start to completion.
Timely completion of customer onboarding.
Customer onboarding turnaround time.
Accuracy of customer documentation and data.
Installation/service activation coordination.
Customer satisfaction during onboarding.
Follow-up and issue-resolution effectiveness.
Manpada, Thane, Mumbai
Full-Time | On-Site
Skills Required
- Graduate in any discipline
- 1-3 years of experience in customer onboarding, customer success, customer support, client coordination, operations, or related roles
- Excellent verbal and written communication skills
- Strong customer-handling and relationship-management skills
- Good coordination and follow-up abilities
- Strong attention to detail and documentation skills
- Ability to manage multiple customers and tasks simultaneously
- Knowledge of Microsoft Excel, Microsoft Word, and basic CRM tools
- Problem-solving and escalation-management skills
- Ability to work effectively with cross-functional teams
- Experience in B2B services, facility management, HVAC, home services, SaaS, or subscription-based businesses
What We Do
nHRMS is a strategic human-resources partner providing end-to-end solutions for organizations in the United States and India. Its services span executive search and talent acquisition, performance management, HR advisory, organization strategy, HR technology, leadership development, labor-code compliance, workforce productivity, and learning. The firm supports clients across the employee lifecycle, combining people-first consulting with technology-enabled systems to help organizations scale.
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