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Position Overview

We are seeking a proactive, detail-oriented, and customer-centric professional to join our team as a Customer Success & Onboarding Specialist. This hybrid role focuses on ensuring a smooth onboarding experience, driving customer engagement, and building long-term satisfaction.

The ideal candidate will have at least 3 years of experience in customer onboarding, customer success, data validation, or marketing roles, and should be able to efficiently manage customer data, streamline onboarding workflows, and serve as a trusted advisor to clients throughout their journey.

Key Responsibilities

Onboarding & Data Management

• Review and validate customer information for accuracy, completeness, and compliance with platform guidelines.
• Upload and maintain customer data on the listing platform using standardized templates and operational workflows.
• Communicate with customers to resolve data discrepancies, request missing information, and guide them through pre-onboarding steps.
• Maintain Excel-based trackers, onboarding status sheets, templates, and issue logs.
• Conduct periodic audits to ensure data integrity, consistency, and quality.

Customer Success & Relationship Management

• Serve as the primary point of contact for new clients throughout the onboarding phase.
• Develop customized onboarding plans aligned with customer goals and timelines.
• Guide clients through product/service adoption to ensure a seamless start and positive experience.
• Track customer engagement, identify potential challenges, and proactively provide solutions to improve satisfaction and retention.
• Build and nurture long-term client relationships, ensuring continuous value realization.
• Identify opportunities for upselling or cross-selling where relevant.

Cross-Functional Collaboration

• Collaborate closely with Sales, Tech, QA, and other internal teams to streamline processes, resolve issues, and enhance customer experience.
• Draft professional communication, including emails, updates, and status reports, in clear and fluent English.

Required Qualifications & Skills

• Bachelor’s degree in Business Administration, Information Technology, Marketing, or a related field.
• Minimum 3 years of experience in Customer Success, Client Onboarding, Data Verification, or Operational Support roles.
• Strong proficiency in Microsoft Excel (formulas, pivot tables, data validation, etc.).
• Excellent verbal and written English communication skills.
• Experience with CRM tools, listing platforms, CMS systems, or customer success software is a strong advantage.
• Proven ability to convert prospects into active, satisfied customers.
• High attention to detail with the ability to manage multiple onboarding workflows concurrently.
• Customer-centric approach with strong interpersonal and problem-solving skills.
• Analytical mindset with the ability to interpret customer data and generate actionable insights.