Analyst, Business Operations

We are looking for a proactive and detail-oriented Customer Onboarding Associate on a full time basis to support our payroll platform onboarding process. This role involves assisting new customers with their setup, ensuring a smooth experience, and providing clear reporting on onboarding progress and closures.

Key Responsibilities

• Handle basic customer conversations during the onboarding process with clear and professional communication.
• Guide customers step-by-step to successfully complete payroll platform onboarding.
• Track, report, and maintain records of onboarding progress for each assigned account.
• Provide visibility on customer onboarding status and project closures expected from onboarded customers.
• Work closely with internal teams to escalate issues or gather required inputs.
• Complete assigned tasks within defined timelines and ensure high-quality output.

Requirements

• Basic communication and conversational skills to interact with customers confidently.
• Familiarity with Microsoft Excel / Google Sheets (basic functions such as VLOOKUP, filters, formatting, etc.).
• Proactive, fast learner with the ability to quickly understand processes and adapt to changes.
• Detail-oriented with strong ownership to ensure timely task completion.
• Ability to document and report work done, along with projecting expected closures from onboarded accounts.
• Prior experience in customer onboarding, support, or operations is a plus.
• Exposure to Payroll management, SaaS platforms, HR/Payroll tools, or fintech solutions will be an advantage.