Client Onboarding Trainer
Loop Health
Bengaluru, Karnataka, India
Posted on Aug 4, 2025
About the Role
We are looking for great communicators and detail-oriented candidates to join as an Employee Onboarding Specialist as a part of the customer success team at Loop. You will be responsible for planning, executing, and promoting engaging virtual/in-person events that update our clients and their employees about our offerings (insurance policy details, health benefits, etc.), drive brand awareness on-ground, and improve app installation.
Key responsibilities
Planning & Execution
- Develop and manage a comprehensive onboarding calendar that aligns with marketing and business objectives
- Conduct engaging onboarding sessions both in person and online, that create awareness about company services
- Take ownership in these events and leverage great communication skills to inject enthusiasm and drive activation towards Loop’s products and services
- Work closely with internal teams, vendors, and external partners to ensure smooth and successful onboarding event production, logistics, and execution
Data Infrastructure & Reporting
- Maintain and update event data in the CRM system, ensuring accurate tracking and reporting of event-related leads and customer interactions
- Develop and deliver post-event reports, analyzing event performance and ROI, and providing insights to inform future event planning and marketing initiatives
- Identify trends and opportunities for improvement in event strategy, content, and execution based on data analysis and feedback
People Success
- Foster strong relationships with internal and external stakeholders, including vendors, partners, and event attendees
- Support the growth and development of team members by sharing knowledge, expertise, and best practices
- Promote a collaborative, inclusive, and high-performing team culture
What we are looking for
- Bachelor's degree in marketing, communications, or a related field
- 2+ years of experience in field marketing, planning, and execution
- Excellent project management, organizational, and multitasking skills
- Strong written and verbal communication skills (please share if you have done any extracurricular activities such as public speaking, extempore, etc.)
- Proficiency in marketing tools and software, such as Google Slides, CRM systems, email marketing platforms, and social media management tools
- Excellent command over large audiences, both in-person and virtually
- Must be customer-obsessed and eager to create awareness in our customers
- Ability to work collaboratively in a fast-paced environment
- Knowledge of insurance & employee benefits sector is a plus
- Must be fluent in English, Hindi and the local language
- Great Interpersonal skills