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Onboarding Specialist / OB Lead
Location: Coimbatore
Employment Type: Full Time
Work Shift: US working hours — Mandatory
About the Role
RunLoyal is looking for an experienced and customer-focused Senior Customer Onboarding Specialist to lead the onboarding of new customers onto the RunLoyal platform. This is a senior, high-autonomy role responsible for owning the customer relationship after the sales handoff — evaluating fit against RunLoyal’s Ideal Customer Profile (ICP), gathering business requirements, and translating them into a fully configured, validated portal. You will work closely with Development, Infrastructure, QA, and Support teams to ensure customers are set up correctly, while also mentoring junior onboarding team members and supporting Customer Success operations.
Key Responsibilities:
- Serve as the primary point of contact for customers immediately after sales handoff through onboarding completion.
- Evaluate incoming customers against RunLoyal’s Ideal Customer Profile (ICP) to confirm platform fit.
- Gather and document detailed business requirements through customer calls, discovery sessions, and follow-ups.
- Assess whether RunLoyal’s platform can meet each customer’s specific business needs, flagging gaps or limitations early.
- Translate requirements into a portal build plan and configuration workbook.
- Build and configure customer portals — services, pricing, staff roles, and booking workflows — based on documented requirements.
- Lead data migration efforts, including data cleaning, transformation, and CSV-based imports, for a smooth transition onto the platform.
- Validate completed portal configurations against requirements and run pre-go-live quality checks to catch errors before customers encounter them.
- Perform data sanity checks and spot-check migration outputs for accuracy before customer handoff.
- Own the most complex, high-value, or multi-location onboarding engagements end-to-end.
- Serve as an escalation point for onboarding-related fit, scoping, or configuration issues.
- Mentor and review the work of junior onboarding team members.
- Support Customer Success operations, including pipeline tracking, reporting, and post-go-live handoffs.
- Coordinate with Development, Infrastructure, QA, and Support teams to resolve onboarding-related issues.
- Maintain and improve onboarding documentation, templates, and internal processes.
Required Skills & Qualifications :
- 3-4 years of experience in solution consulting, implementation, onboarding, or a customer-facing technical role (SaaS experience preferred).
- Strong requirements-gathering and discovery skills, with the ability to translate business needs into technical configuration.
- Sound, independent judgment on customer/ICP fit, with the ability to make and defend go/no-go calls with minimal oversight.
- Strong attention to detail with a QA mindset — able to catch configuration and data errors before they reach the customer.
- Proficiency in MS Excel / Google Sheets for configuration workbooks and data mapping.
- Excellent written and verbal communication skills, including with senior stakeholders.
- Strong organizational skills with the ability to manage multiple, high-complexity onboardings concurrently.
Preferred Qualifications :
- Prior experience mentoring or reviewing the work of junior team members.
- Familiarity with the pet care services industry or other service-based SMBs.
- Familiarity with CRM or project management tools such as HubSpot, Intercom, Asana, or Notion.
- Experience working in a SaaS startup or scale-up environment.
Education :
- Bachelor’s degree in Engineering, Business, IT, or a related field.
RunLoyal is an equal opportunity employer, and we value diversity at our company. We don’t discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.