{"id":2117920,"url":"https://alion.io/job/plum-client-onboarding-specialist","title":"Client Onboarding Specialist","company":{"id":3151,"name":"Plum","domain":"plumhq.com","url":"https://alion.io/company/plum","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Kula","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Bengaluru, India"],"countries":["IN"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":8500,"max_usd":17000,"period":"year","method":"global_role_cell_scaled_by_country","sample_n":1641},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"HubSpot","optional":false},{"name":"Intercom","optional":false},{"name":"Slack","optional":false}],"status":"closed","first_seen_at":"2026-10-07T23:40:55Z","employer_posted_date":"2026-10-11","last_verified_at":"2026-10-14T06:27:06Z","board_verified":false,"closed_at":"2026-10-14T06:27:06Z","days_open":6,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":6},"description":"About Plum\nPlum is an employee insurance and health benefits platform focused on making health insurance simple, accessible and inclusive for modern organizations.\nHealthcare in India is seeing a phenomenal shift with inflation in healthcare costs 3x that of general inflation. A majority of Indians are unable to afford health insurance on their own; and so as many as 600mn Indians will likely have to depend on employer-sponsored insurance.\nPlum is on a mission to provide the highest quality insurance and healthcare to 10 million lives by FY2030, through companies that care. Plum is backed by Tiger Global and Peak XV Partners.\nAbout the Role\nYou would help employees and employers use their health insurance and health benefits in the most seamless way possible. You understand the importance of customer success and you take pride in going over and beyond to help your customers. You always put your customer first. You have a strong communication skill, and you are passionate about helping people. You can think on the feet to come up with creative solutions for customer issues.\nRole Responsibilities\nAct as the primary point of contact for customers during the onboarding journey\n\nMaintain frequent, proactive, and clear communication with customers via email, chat & call\n\nBuild strong working relationships with insurer operations teams\n\nCoordinate with internal teams like Sales, Account Management, Support, Claims, Endorsements, etc., to resolve onboarding-related gaps\n\nEnsure high accuracy in all onboarding data shared with insurers and internal systems. Errors should be minimal.\n\nIdentify patterns in process gaps and suggest process improvements\n\nEnsure the organisation's onboarding journey is completed within defined turnaround times (TATs)\n\nAddress customers' concerns with empathy and urgency\n\nFollow and execute SOP for onboarding with zero deviations\n\nConduct effective training sessions with key stakeholders, decision makers, and employees on using the product/app\n\nDevelop a deep level of understanding and knowledge of the entire product, systems, and processes\n\nMaintain high levels of customer satisfaction during and post onboarding\n\nDrive 100% customer retention by delivering extraordinary service\n\nSkills & Competencies:\nStrong written and verbal communication\n\nHigh attention to detail and accuracy\n\nAbility to manage multiple onboarding cases in parallel\n\nStakeholder management across customers, insurers, and internal teams\n\nCustomer-first mindset\n\nOwnership and accountability\n\nCalm and structured problem-solving\n\nAbility to work well under timelines and pressure\n\nRole Requirements\nYou should have at least 2 - 5 years of experience in Customer Success /Client servicing/Relationship Management\n\nYou should possess great command of English (both oral and written)\n\nYou should be comfortable using modern tools like Intercom, Slack, Google Suite, Hubspot\n\nIf you come from a startup background, it will be plus\n\nYou have good amount of experience and expertise in dealing with data handling on Excel","description_format":"text","description_chars":3045,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"English","level":"All levels","optional":false}]},"benefits":["Health insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Health Insurance & Benefits","InsurTech"],"lifecycle":[{"event":"open","at":"2026-10-08T23:40:55Z"},{"event":"close","at":"2026-10-14T06:27:06Z"}],"visa":[],"liveness":null,"pay":null,"html_url":"https://alion.io/job/plum-client-onboarding-specialist","json_url":"https://alion.io/job/plum-client-onboarding-specialist.json","meta":{"generated_at":"2026-10-15T01:28:10Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":1937,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3151},"rest":"https://alion.io/mcp/rest/get_company?id=3151"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fplum-client-onboarding-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fplum-client-onboarding-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fplum-client-onboarding-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/plum-client-onboarding-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fplum-client-onboarding-specialist"}]}