Customer Success - Onboarding Specialist

Role Overview

Oversee client onboarding and integrations, working closely with business, product, and development teams. This role requires strong project management skills to ensure smooth cloud and on-prem implementations while leveraging high- level knowledge of Docker, APIs, and integrations. Maintain strong communication with stakeholders and manage projects from start to finish.

About Insait

Insait develops a GenAI-based digital agent for customer processes in service, sales, and marketing for financial entities. The platform automatically handles onboarding, KYC, and operational processes from the website, converting them into a conversational experience with minimal organizational resources. Our GenAI-based predictive analytics identify personalized cross-sell capabilities, driving better client experiences, higher close rates, and larger deal sizes while reducing operational costs.

Responsibilities

• Lead end-to-end client onboarding, ensuring timely and seamless integration
• Serve as the primary point of contact for assigned accounts
• Configure and troubleshoot cloud and on-prem deployments
• Provide high-level guidance on Docker, APIs, and system integrations
• Collaborate with cross-functional teams to gather requirements and manage project timelines
• Communicate technical concepts to both technical and non-technical stakeholders

Requirements

• At least 2 years of experience in a similar role
• Proven experience in a client-facing technical role with strong communication skills
• Familiarity with cloud and on-prem systems
• Understanding of APIs and integration methodologies
• Demonstrated success in project management, coordinating cross-functional teams
• Ability to translate client needs into actionable technical solutions
• Strong attention to detail and problem-solving abilities