Customer Success - CRM Onboarding Executive

Company Overview

Pepper Cloud is an AI WhatsApp CRM platform designed for small and medium-sized enterprises to centralize sales and customer support operations. It unifies omnichannel communications—including WhatsApp, email, and social messaging—into a single interface to eliminate fragmented customer interactions. The solution features customizable sales pipelines, automated lead capture, smart task routing, and built-in AI tools for instant chat responses and predictive reporting. By automating repetitive administrative tasks and providing real-time activity dashboards, the software helps businesses accelerate deal conversion, shorten sales cycles, and deliver consistent, personalized customer engagement.

Job Summary

We are seeking a passionate Customer Success - CRM Onboarding Executive to guide clients through onboarding and CRM implementation, ensuring smooth adoption and acting as a liaison between clients and internal teams.

Responsibilities

• Manage end-to-end client onboarding and CRM implementation to ensure successful product adoption
• Analyze client business requirements and configure CRM workflows to meet their needs
• Conduct virtual product demonstrations, onboarding sessions, and client training to facilitate CRM usage
• Guide customers through CRM setup and best practices to optimize their experience
• Serve as the primary contact during onboarding, providing timely support and resolving issues efficiently
• Coordinate with internal technical teams to address client requirements and technical challenges
• Build and maintain strong client relationships to ensure satisfaction and retention
• Proactively identify and communicate opportunities to enhance the customer experience
• Collaborate closely with Product, Support, and Tech teams to relay customer feedback and suggest product improvements
• Maintain accurate onboarding documentation and implementation records for transparency and continuous improvement

Required competencies and certifications

• Fluent in Mandarin and English (spoken and written) to effectively communicate with both Mandarin speaking and other international clients
• Comfortable handling international clients across multiple countries

Preferred competencies and qualifications

• Minimum 2 years of experience in IT/Enterprise solutions implementation, SaaS onboarding, customer success, software support, or client training
• Strong communication and presentation skills demonstrated through client interactions and training sessions
• Ability to multitask and manage priorities in a fast-paced SaaS environment
• Experience with CRM platforms such as Salesforce, HubSpot, Zoho, Freshworks, or similar software is advantageous

Other Information

Benefits:

• Work with international clients across multiple countries
• Exposure to AI-powered SaaS products in a fast-growing startup environment
• Career growth opportunities
• Flexible work environment with remote options
• Competitive salary package

To apply, please send your resume to careers@peppercloud.com