Customer Success Specialist

3 weeks ago


Bengaluru Karnataka India, Karnataka Paybooks | A TransPerfect Company Full time

Position Overview


The Customer Success Executive will be responsible for building strong relationships with clients,

ensuring their satisfaction, driving adoption of products/services, and supporting long-term retention

and growth. The role requires excellent communication, problem-solving, and coordination skills to

deliver a seamless customer experience.


Key Responsibilities


  • Act as the primary point of contact for assigned customers, ensuring timely resolution of queries
  • and issues.
  • Drive product adoption and usage by understanding client requirements and providing
  • guidance/training.
  • Proactively monitor customer health and take steps to enhance customer engagement and
  • satisfaction.
  • Coordinate with internal teams (Support, Product, Operations, Payroll/HRMS etc.) to address
  • customer needs and escalations.
  • Track and manage customer lifecycle, including onboarding, engagement, renewal, and
  • upselling opportunities.
  • Maintain accurate records of client interactions and feedback to support business
  • improvements.
  • Share insights with Product/Operations teams to influence product roadmap and service
  • enhancements.
  • Support Quarterly Business Reviews (QBRs) and periodic check ins with key accounts.
  • Ensure customers derive maximum value from the company’s offerings, helping them achieve
  • their business goals.


Job requirements


  • Strong communication and interpersonal skills.
  • Customer-oriented mindset with problem-solving abilities.
  • Ability to handle multiple accounts and prioritize effectively.
  • Good understanding of SaaS / Payroll / HRMS.
  • Analytical thinking and attention to detail.
  • Proficiency in MS Office, CRM tools


Bachelor’s degree in Business Administration, HR, Commerce, or a related field.


  • 0–3 years of experience in Customer Success / Client Service / Account Management.
  • Freshers with strong communication skills and customer orientation may also be considered.



Paybooks is on a mission to make HCM & payroll simple and delightful for businesses. Since 2012, we

have helped 3,000+ businesses across India in automating their payroll, staying compliant with laws, and

delighting their employees. Paybooks is a part of TransPerfect family of companies, the world’s largest

provider of language and technology solutions for global business with offices in more than 100 cities

worldwide.



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