Lead-Onboarding & Implementation (SaaS)

About the job

Lead-Onboarding & ImplementationOperationsGurugram/Chennai A day in the life of this roleIn this role, you will lead client onboarding and product implementation from the frontowning the processend-to-end to ensure every clients journey starts with precision, speed, and satisfaction. Youll work handson to configure and deploy our product, collaborate across multiple internal teams, resolve challenges in realtime, and ensure every solution delivered aligns with the clients unique requirements and business goal.We are looking for a hands-on executor with strong product knowledge to lead onboarding and productimplementation for our clients. This is not a people-management role, but one that requires deep engagementwith client requirements, solution mapping, and active coordination with internal stakeholders. You will be thesingle point of contact for new accounts, driving collaboration, managing project timelines, and ensuring everyonboarding delivers measurable value and a seamless client experience.The ideal candidate will have prior experience in SaaS onboarding, scope of work (SOW) validation, salessolutioning, project management methodologies, stakeholder engagement, and team coordination, with theability to drive process discipline and continuous improvement. Key Roles & Responsibilities Project Delivery, Product Deployment & Governance Execute and own the end-to-end onboarding and product implementation process for assignedaccountscovering discovery, configuration, deployment, testing, training, and go-live Plan and execute onboarding projects by creating structured project plans, delivery milestones, andtimelines. Conduct project Kick-Off Calls with clients, validate Scope of Work (SOW), and align stakeholders. Monitor and manage project progress, proactively identify risks, and implement mitigation plans. Ensure proper handover post Hyper Care (Cool-Off) period to the Customer Success/Delivery team. Stakeholder & Team Coordination Collaborate with internal teams (Product, Implementation, Customer Success, Delivery, Tech) forseamless execution. Assign project tasks to the respective teams based on skill sets, availability, and bandwidth. Ensure cross-functional team alignment, process adherence, and timely escalation of roadblocks. Sensitize internal teams about priority accounts and client expectations.Requirement Analysis, Sales Solutioning & Solution Mapping Deeply understand client problem statements, business objectives, and desired outcomes. Map theseto existing product capabilities or identify gaps requiring custom solutions. Collaborate with Product teams to align custom solutions with existing product features, ensuringfeasibility and scalability. Apply sales solutioning skills to recommend best-fit approaches that align with business goals. Possess strong product understanding to map customer requirements and offer optimal solutions.Process Adherence & Change Management Follow established onboarding and change management processes while adapting thempragmatically for unique client situations. Ensure project documentation, trackers, reports, and project artefacts are maintained diligently. Identify process gaps, inefficiencies, and suggest improvements to scale and streamline operations. Reporting & Documentation Maintain and update project status reports, trackers, and account documents. Generate weekly MIS dashboards and project health reports. Ensure visibility of project progress to all stakeholders. Tool & Process Enablement Proficient in the use of onboarding/project management tools like Zoho Projects, Jira, or equivalent. Manage and maintain project plans, trackers, and communication protocols through Google Sheets,Excel, and internal systems. What were looking for 35 Years of relevant experience in the same role. Experience in Customer Onboarding / Product Implementation / SaaS Implementation roles. Proven experience in handling enterprise and mid-market client onboarding projects, includingproduct deployment. Expertise in using project management tools (Zoho Projects, Jira, Google Sheets, MS Excel). Strong understanding of onboarding frameworks, scope of work management, change managementprocesses, and stakeholder management. Excellent communication, documentation, and cross-functional collaboration skills. Ability to lead multiple onboarding projects, manage priorities, and drive accountability. High attention to detail, process orientation, and strong problem-solving skills. Exposure to the SaaS/CRM/EdTech industry is preferred. Who we areAt Meritto we believe in building more than just solutions. Were redefining the way education connectswith technology. As one of IndiaLargest Vertical SaaS + Embedded Payments platform, were on a mission tobuild the Digital Backbone of Education Institutions by simplifying how educational organization runs fromenrollment to lifecycle, advancement to finance, and beyond. Having mastered the art of student acquisition,were now expanding our horizons to cover the entire spectrum of running an educational organizationfrommanagingthestudentlifecycletodrivingstudentsuccess andoutcomes. Whats our work culture like? We work from the office in a dynamic, inclusive, and merit-driven space fueledby the energy of collaboration and creativity coming together.