Client Onboarding Specialist

bout Our Client: Our client is a well-funded, high-growth B2B health-tech SaaS company in the employee benefits and insurance space, backed by top-tier global investors. They work with modern organisations across India to simplify and digitise employee health insurance and benefits.

Job Title: Client Onboarding Specialist

Location: Whitefield, Bengaluru

Experience Required: 2-3 years

Educational Qualification: Any Graduate (MBA preferred)

About the role: As a key member of the onboarding pod in the Mid-Market segment, you will ensure that both employees and employers navigate their health insurance and benefits seamlessly. You will be dedicated to customer success, going above and beyond to prioritise and assist end users. Being the first point of contact post-sale, you have to be the flag bearer of the client. We are looking for someone with excellent communication skills, a passion for helping people, and solving complex problems with creative solutions.

Responsibilities:

• Onboard corporate clients, coordinating with internal teams (Sales, Account Management, Product) and external insurers.
• Guide HR/Admins and employees through the product onboarding process. Adhere strictly to standard operating procedures (SOP) for onboarding.
• Develop comprehensive knowledge of our products, systems, and processes. Address customer queries promptly and accurately via phone, email, or chat.
• Manage corporate escalations related to onboarding.
• Collaborate with internal and external teams to resolve customer issues efficiently. Drive customer retention by delivering exceptional service.

Requirements:

• 2-5 years of experience in B2B Customer Success, Client Servicing, or Relationship Management (operations heavy role).
• Excellent command of English, both written and spoken.
• Smart in articulation and strong attention to detail.
• Proficiency with modern tools such as Zendesk, Slack, Google Suite, Salesforce preferred.
• Strong skills in data handling and Excel.
• Experience in a startup environment is a plus.