Customer Onboarding Associate

Ovii's Interpretation of the Role

The Customer Onboarding Associate guides new merchants through the full onboarding lifecycle, from kickoff to go‑live, ensuring a smooth setup and ongoing success. The role blends customer‑facing communication, problem‑solving and operational coordination using CRM and collaboration tools.

Role Snapshot

• Guide merchants through onboarding
• Conduct onboarding calls and demos
• Resolve setup queries via Slack/WhatsApp/Google Meet
• Coordinate with internal teams for issue resolution
• Track progress and maintain CRM records
• Drive post‑go‑live merchant success

Must-Have Requirements

• Strong communication
• Organizational skills
• Problem‑solving
• Customer‑first mindset
• Comfortable working across CRM platforms
• Comfortable using Slack, WhatsApp, Google Meet
• customer onboarding
• customer success
• implementation

Nice-to-Have Signals

• Experience with Shopify
• Ecommerce operations experience
• SaaS onboarding experience
• Familiarity with payment gateways, analytics, or ecommerce tools
• Shopify experience
• ecommerce operations
• SaaS onboarding

Work Setup

• Location: Bengaluru, India
• Work mode: ONSITE
• Employment type: Full-Time

Not Specified in JD

• Salary range
• Visa sponsorship
• Remote eligibility

What You'll Likely Work On

• Own the end‑to‑end onboarding journey from kickoff to go‑live
• Conduct onboarding calls and guide merchants through platform setup
• Resolve merchant queries via WhatsApp, Slack, and Google Meet
• Coordinate with internal teams to troubleshoot and unblock merchants
• Track onboarding progress and keep CRM records accurate
• Follow up after launch to ensure merchant success

Good Fit If You Have

• Freshers welcome – excellent communication skills required
• Ability to manage multiple onboarding journeys in a fast‑paced environment
• Bonus: experience with Shopify or other ecommerce SaaS platforms
• Familiarity with payment gateways, analytics, or ecommerce tools