Client Onboarding Specialist
Loop Health
This job is no longer accepting applications
See open jobs at Loop Health.See open jobs similar to "Client Onboarding Specialist" General Catalyst.Bengaluru, Karnataka, India
Posted on Feb 11, 2026
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, Business, Hospitality or a related field
- 2+ years of experience in client onboarding, customer success, field marketing, or client-facing program management
- Proven ability to manage and lead teams in fast-paced environments
- Strong experience working cross-functionally with Product, Marketing, and Customer Success teams
- Excellent stakeholder management and escalation-handling skills
- Strong proficiency in Excel and the Google Suite applications.
- Outstanding presentation and public-speaking abilities - must be confident with large audiences
- Fluency in English is mandatory (Hindi/local language is a plus)
- Strong project management, multitasking, and organizational skills
- Customer-obsessed mindset with a passion for delivering exceptional experiences
- Comfortable with travel (Up to 25%)
- Prior experience in insurance or employee benefits is a plus
This job is no longer accepting applications
See open jobs at Loop Health.See open jobs similar to "Client Onboarding Specialist" General Catalyst.