Onboarding & Operations Executive

We are looking for a proactive, confident, and result-oriented Expert Onboarding & Operations Executive who can independently manage expert acquisition, onboarding, engagement, and day-to-day platform operations.

Key Responsibilities

1. Expert Acquisition & Onboarding

• Identify and connect with potential experts across different professional categories.
• Make outbound calls to lawyers, doctors, astrologers, and other professionals.
• Introduce Xpertto, explain the platform’s benefits, and pitch partnership opportunities.
• Convert interested professionals into registered experts.
• Collect required details, professional credentials, and verification documents.
• Assist experts with profile setup, consultation pricing, availability, and account activation.

2. Platform Demonstration & Training

• Conduct one-on-one platform demonstrations through video calls or screen sharing.
• Explain how experts can manage bookings, conduct consultations, and receive payments.
• Train experts to use the Xpertto Expert App and dashboard.
• Resolve basic onboarding and platform-related queries.

3. Expert Relationship Management

• Build and maintain long-term relationships with onboarded experts.
• Conduct regular follow-up calls to encourage platform activity.
• Ensure experts regularly update their availability and respond to bookings.
• Collect feedback and identify opportunities to improve expert engagement.
• Reactivate experts who become inactive.

4. Session & Booking Coordination

• Monitor upcoming consultations and coordinate with experts when required.
• Ensure experts are prepared and available for scheduled sessions.
• Assist experts and customers in resolving basic booking, video, or chat-related issues.
• Coordinate with the technical team for issues requiring escalation.
• Follow up after sessions to ensure a smooth consultation experience.
• Support repeat bookings and expert retention.

5. Daily Operations & Reporting

• Take ownership of assigned day-to-day expert operations.
• Maintain accurate expert records and follow-up details in CRM or Google Sheets.
• Track onboarding status, expert activity, scheduled sessions, and pending issues.
• Prepare daily and weekly performance reports.
• Identify operational challenges and proactively suggest solutions.
• Coordinate with management to achieve onboarding and platform growth targets.

Required Skills & Qualifications

• Graduate in any discipline.
• 1–3 years of experience in telecalling, inside sales, onboarding, customer success, or operations.
• Strong verbal communication skills in Hindi and English.
• Confidence in speaking with professional experts.
• Ability to deliver convincing pitches and product demonstrations.
• Good follow-up, negotiation, and relationship management skills.
• Basic knowledge of CRM, Google Sheets, WhatsApp Business, and online meeting tools.
• Ability to multitask and independently manage daily responsibilities.
• Strong ownership, problem-solving ability, and a results-driven mindset.

Preferred Experience

Candidates with experience in EdTech, HealthTech, LegalTech, online marketplaces, professional services, or B2B partner onboarding will be preferred.