Client Onboarding Specialist

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

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