Client Onboarding Executive – WhatsApp API & CRM

We are looking for a Client Onboarding Executive – WhatsApp API \& CRM to join our team and manage the sales, onboarding, implementation, and client support of WhatsApp API, chatbot, automation, and CRM solutions.

This is a client-facing role that combines sales, consultation, onboarding, implementation, and relationship management.

Key Responsibilities

• Handle inbound leads and conduct sales calls.
• Understand the client's business, requirements and existing workflow.
• Explain WhatsApp API, chatbot, automation and CRM solutions.
• Conduct product demonstrations and client meetings.
• Follow up with prospects and convert qualified leads into clients.
• Onboard clients onto WhatsApp API and CRM platforms.
• Create and customise chatbot flows according to the client's business requirements.
• Configure CRM pipelines, lead stages, follow-ups and basic automations.
• Coordinate with the technical/development team for integrations and technical requirements.
• Train clients and their teams on using the systems.
• Provide initial support during the onboarding and implementation phase.
• Maintain regular communication with clients and ensure successful adoption.
• Identify opportunities for additional automation, CRM features and other services.

Requirements

• 2–3 years of experience in WhatsApp API, CRM, SaaS, marketing automation or similar technology solutions.
• Hands-on experience with at least one WhatsApp API or chatbot platform.
• Experience working with CRM software.
• Experience in B2B sales and client onboarding.
• Strong communication and presentation skills.
• Ability to understand business processes and convert requirements into technology workflows.
• Good follow-up and negotiation skills.
• Comfortable conducting calls, meetings and product demonstrations.
• Willingness to learn new software, automation tools and AI-powered solutions.
• Salary: 20,000 to 30,000 + performance incentives

Pay

₹20,000.00 - ₹30,000.00 per month

Experience

• WhatsApp API: 2 years (Preferred)

Work Location

In person