CRM Client Onboarding Specialist

About Aadir

Aadir is an AI-powered CRM and business automation platform built for Indian SMBs. We're on a mission to make powerful automation accessible without premium pricing—delivering 60% cost savings compared to competitors like GoHighLevel, Zoho, and HubSpot.

What we offer: Lead capture, multi-channel messaging (SMS, Email, WhatsApp), reviews management, marketing automation, and AI Employee roles (Salesperson, Scheduler, Marketer, Concierge, Reputation Specialist).

The RoleWe're looking for a Client Onboarding Specialist to drive successful implementation and adoption of Aadir for new clients. You'll be the first point of contact post-sale, ensuring clients get set up quickly, understand the platform, and achieve their goals.

Key Responsibilities

*Account Setup: Configure new client accounts, set up integrations, and ensure platform readiness

• Client Guidance: Provide step-by-step onboarding, walkthroughs, and training on core features
• Troubleshooting: Diagnose and resolve technical issues; escalate complex problems appropriately
• Documentation: Create/maintain setup guides, FAQs, and process documentation
• Feedback Loop: Gather client feedback to improve onboarding processes and identify product gaps
• Success Tracking: Monitor client progress, ensure adoption milestones are met, and reduce churn
• Communication: Maintain regular check-ins via email, chat, calls, and video demos

Required Skills

*CRM Platform Experience: Hands-on experience with at least one CRM (GoHighLevel, Zoho, HubSpot, Salesforce, or similar)

• Technical Aptitude: Comfortable with APIs, integrations, webhooks, and troubleshooting technical setups
• Customer-Centric Mindset: Genuine desire to help clients succeed; patient and empathetic communicator
• Problem-Solving: Ability to diagnose issues, think creatively, and find solutions independently
• Organization: Manage multiple client onboardings simultaneously without dropping the ball
• Documentation Skills: Write clear, concise guides and processes

Nice-to-HaveExperience with automation platforms (Zapier, Make, etc.)

• Knowledge of Indian SMB pain points and workflows
• Experience in SaaS onboarding or customer success
• Familiarity with WhatsApp, SMS, or email marketing platforms
• Basic HTML/CSS knowledge for customization

What We're Looking ForProactive problem-solver who takes ownership

• Self-learner who can pick up new tools quickly
• Strong communication skills (written and verbal)
• Ability to work independently and in a small team
• Passion for helping businesses grow with technology

What We Offer Competitive Salary: Based on experience

• Flexible Work: Remote-first, work from anywhere
• Growth Opportunity: Be part of a fast-growing SaaS startup; wear multiple hats
• Learning: Exposure to CRM, automation, and Indian SMB market
• Impact: Directly influence client success and product improvements