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Plum - Customer Success - Onboarding Specialist

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Plum

6d ago

  • Job
    Full-time
    Junior & Mid Level
  • Customer Relations
    Product

AI generated summary

  • You should have 1-4 years in Customer Success, strong English skills, familiarity with tools like Intercom and Excel, and a startup background is a plus.
  • You will onboard corporates, HR/Admins, and employees, coordinate with teams, resolve queries, follow SOPs, and ensure customer retention through exceptional service.

Requirements

  • You should have at least 1-4 years of experience in Customer Success / Client servicing / Relationship Management
  • You should possess great command of English (both oral and written)
  • You should be comfortable using modern tools like Intercom, Slack, Google Suite, Hubspot
  • If you come from a startup background, it will be a plus
  • You have a good amount of experience and expertise in dealing with data handling on Excel

Responsibilities

  • Onboard corporates, coordinate with internal stakeholders (Sales, AM, Product teams) and external insurers
  • Onboard HR/Admins and employees on the product
  • Follow and execute SOP for onboarding with zero deviations
  • Develop a deep level of understanding and knowledge of the entire product, systems and processes
  • Respond to customer queries in a timely and accurate way via phone, email or chat
  • Support corporate escalations on onboarding
  • Interact with internal and external teams to ensure quick resolution of customer issues on onboarding
  • Drive 100 PERCENT customer retention by delivering extraordinary service

FAQs

What is the job title for this position?

The job title is Onboarding Specialist in the Customer Success department.

Where is the location for this job?

The location for this job is Bengaluru.

What is the employment type for this position?

The employment type for this position is Full Time.

What is the work model for this job?

The work model for this job is On-site.

What is the main mission of Plum?

Plum's mission is to provide the highest quality insurance and healthcare to 10 million lives by FY2030, through companies that care.

How many years of experience are required for this position?

A minimum of 1-4 years of experience in Customer Success / Client servicing / Relationship Management is required.

What languages should applicants be proficient in?

Applicants should possess a great command of English, both oral and written.

Are there specific tools that candidates should be familiar with?

Yes, candidates should be comfortable using modern tools like Intercom, Slack, Google Suite, and Hubspot.

Does prior experience in a startup environment benefit candidates?

Yes, having a background in a startup environment will be considered a plus.

Is experience with data handling on Excel required for this position?

Yes, candidates should have a good amount of experience and expertise in dealing with data handling on Excel.

What kind of support will the Onboarding Specialist provide to corporates?

The Onboarding Specialist will onboard corporates, coordinate with internal stakeholders and external insurers, and respond to customer queries in a timely and accurate manner.

How important is customer retention in this role?

Customer retention is crucial in this role, and the aim is to drive 100 PERCENT customer retention by delivering extraordinary service.

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Plum

Money, motivated. The smart money app helping +1.5m invest, save and manage their spending.

Finance
Industry
51-200
Employees
2016
Founded Year

Mission & Purpose

Plum is a company that offers an AI-powered personal finance app designed to help users manage their money effectively. The app analyses users' financial transactions, provides insights into their spending habits, and offers personalised recommendations to help them save, invest, and achieve their financial goals. Plum's ultimate mission is to democratise access to financial expertise and tools, making personal finance simple, accessible, and automated for everyone. Their purpose is to empower individuals to take control of their finances, build healthy financial habits, and make informed financial decisions with ease. Plum aims to remove the complexity and barriers often associated with financial management, providing users with the tools and knowledge to improve their financial well-being and secure their financial future.