The Role
Manage end-to-end B2B customer onboarding, including documentation, installation coordination, site visits, delivery, service activation, CRM updates, follow-ups, query resolution, issue escalation, and post-onboarding feedback collection. Collaborate with Sales, Operations, Service, and Installation teams to ensure timely completion and a positive customer experience.
Summary Generated by Built In
Location: Manpada, Thane, Mumbai
Experience: 1–3 Years
Industry: Climate-Tech / B2B Services
Employment: Full-Time
Key Responsibilities:
- Manage end-to-end customer onboarding and documentation.
- Coordinate with customers for installation, site visits, delivery and service activation.
- Work closely with Sales, Operations, Service and Installation teams.
- Update customer details and onboarding status in CRM/trackers.
- Follow up with customers and internal teams to ensure timely completion.
- Handle onboarding-related queries and escalate issues when required.
- Conduct post-onboarding follow-ups and collect customer feedback.
Requirements
- Graduate in any discipline.
- 1–3 years in Customer Onboarding, Customer Success, Customer Support, Client Coordination or Operations.
- Excellent communication, coordination and follow-up skills.
- Good knowledge of MS Excel and CRM tools.
- B2B services, HVAC, SaaS, home services or subscription experience is an advantage.
Skills Required
- Graduate in any discipline
- 1-3 years of experience in customer onboarding, customer success, customer support, client coordination, or operations
- Excellent communication, coordination, and follow-up skills
- Good knowledge of MS Excel and CRM tools
- Experience in B2B services, HVAC, SaaS, home services, or subscriptions
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The Company
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.
