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Customer Onboarding Specialist - Resume Example & Template

The Customer Onboarding Specialist will prepare customers for quick success by easing the implementation process for new accounts. As Customer Onboarding Specialists, they educate new clients, assist with technical issues, and guarantee that the goods and services are adopted smoothly. They focus on providing a terrific customer experience throughout the customer’s lifetime, and onboarding is the initial step in that process.

Resume of Customer Onboarding Specialist in Text Format


Phone Number:  9953776253 | Email : | LinkedIn: 


CUSTOMER ONBOARDING SPECIALIST-leveraging +7 years of experience

Performance-driven and motivated Customer Onboarding Specialist who excels at coordinating the whole onboarding process, serving as the first point of contact for potential employees, and developing new hiring procedures. Effective communicator with extensive knowledge of multiple recruiting software programs, significant ability to work in a team, and well-developed time management skills.


  • Experienced in owning and managing customer relationships from the point of sale through successful implementation.
  • Highly skilled in developing measurements to help understand the impact of successful implementation.
  • Proficient in creating initiatives that help to drive successful product implementation.
  • Experienced in helping the customer define their needs and manage the timeline toward seeing value.
  • Adept at working with sales, product, and support teams to ensure that each piece of the journey meets customer expectations.
  • Competent in successfully transferring the customer relationships to a customer success manager after onboarding.




  • Customer Service Management
  • Front-End Supervision
  • Relationship Building 
  • Complaint Resolution
  • Phone & Email Technical Support 
  • Liaison & Coordination 
  • Customer Satisfaction
  • Software & Product Knowledge
  • Technical Support 



Bellurbis LLC, Greater Noida| Jan. 2019 – Oct. 2021

Customer Onboarding Specialist 

  • Owned and managed customer relationships from the point of sale through successful onboarding
  • Conducted educational overviews, pieces of training, and QA sessions via zoom with customers to drive the adoption of all key stakeholders within the customer’s organization
  • Managed the customer’s implementation, training schedule, and timeline toward seeing value.
  • Worked with sales, product, and support teams to ensure that each piece of the journey meets customer expectations.
  • Contributed to building evergreen content and scalable resources for customers to use for education and to drive rapid product adoption.
  • Ensured customers are onboarded successfully and are on track to having a positive experience with the company’s platform.
  • Captured the customer's product feedback and provide that feedback to the internal team and ensured resolution of any issues experienced by the customer.
  • Worked with Sales, Customer Success Managers, and Support, Product, and Engineering teams to ensure quick turnaround and provide quality service to the customers.

Clarivate, Greater Noida| Sept. 2016 – Dec 2018

Customer Onboarding Specialist

  • Build strong relationships with your client points of contact through your stages in the customer journey
  • Managed customers from sales handoff through client launch and early adoption, driving engagement and ensuring products are configured optimally for clients
  • Liaised internally with sales, implementation, customer success, customer support teams, and other key stakeholders as an advocate for your clients
  • Developed deep technical and operational understanding of our offerings and serve as a subject matter expert for clients
  • Launched new clients on our products and services, including handoff to customer success and/or billing
  • Identified, developed, and evaluated marketing strategies based on knowledge of the client's objectives and market trends.
  • Compiled comprehensive lists describing product and service offerings and developed digital marketing strategies and campaigns for each client.
  • Collaborated with advertising and promotion managers to promote products and services and promoted brand awareness through SEO optimization and attractive web design.



Bachelor’s of Business Administration (Marketing) | Guru Gobind Singh Indraprastha University | 2016



Languages Known: English, Hindi & German


~References and other documents available~



Customer Onboarding Specialist Resume Sample, Resume Examples 2022 

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