Client Engagement and Success Specialist
3 weeks ago
Applied Software is a leading fintech product company in the investment and wealth management space. Our flagship suite,WealthSpectrum , powers 250+ investment managers worldwide, overseeing assets of overUS$300 billion . Trusted by top financial institutions, we deliver scalable, innovative solutions that drive efficiency and performance.We are now looking for aClient Engagement and Success Specialistto strengthen client relationships, ensure seamless onboarding, and support the leadership team in delivering a professional and warm experience to our clients and prospects.This role is at the intersection ofclient success, engagement, and business administration . You will be the first point of contact for client visits and onboarding, helping us deliver a premium, people-first experience.Key Responsibilities:Client Engagement & Success Act as aclient-facing touchpointfor prospects and new clients – guiding them through onboarding and ensuring a seamless experience. Coordinate and hostclient visits : meet & greet, arrange logistics, schedule meetings with internal teams, and ensure professional execution. Support leadership inclient presentations, reviews, and industry eventswhere culture, governance, or brand representation is key. Maintain ongoing client engagement by ensuring timely follow-ups, sharing updates, and representing WealthSpectrum’s values.Administration & Coordination Plan and organizeinternal and external events , including client workshops, office visits, and leadership interactions. Oversee logistics and office administration related to client-facing activities. Coordinate with internal teams (product, engineering, client support) to align schedules, presentations, and deliverables. Prepare client-related documentation, decks, and visit summaries for leadership.Essential Skills Strong interpersonal, communication, and presentation skills with aclient-first mindset . Ability to manage logistics, schedules, and client-facing events with professionalism. Prior experience inclient success, account coordination, or executive assistanceroles is a plus. Excellent organizational skills with high attention to detail. Proactive, people-oriented personality with confidence in representing the company to senior executives. Comfortable with tools such as MS Office/Google Workspace for scheduling, presentations, and documentation.
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Customer Success Specialist
3 weeks ago
New Delhi, India Klenty Full timeJob Title: Customer Success SpecialistLocation: Chennai, IndiaCompany Overview:Klenty is a leading Sales Engagement Platform that helps sales teams streamline their processes and drive more pipeline. Our platform provides multi-channel sequencing, account-based playbooks, and smart automation to enable sales teams to close deals more efficiently and...
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Customer Success Specialist
15 hours ago
New Delhi, India SalesPanda Full timeJob title: Customer onboarding and support executive/Customer Success associate.We are looking for an onboarding and support specialist who will be responsible for onboard trains and support customers for SalesPanda.Roles and ResponsibilitiesWalk through and train clients in software platform and provide education for all product features and process.Develop...
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Customer Success Specialist
2 weeks ago
New Delhi, India Klenty Full timeJob Title: Customer Success Specialist Location: Chennai, IndiaCompany Overview: Klenty is a leading Sales Engagement Platform that helps sales teams streamline their processes and drive more pipeline. Our platform provides multi-channel sequencing, account-based playbooks, and smart automation to enable sales teams to close deals more efficiently and...
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Client Support Specialist
3 weeks ago
New Delhi, India Scry AI Full timePosition:Client Support Specialist Location:India (Remote) Employment Type:Full-Time Schedule:Monday to Friday, Day ShiftCompany Description Scry AI is a leading provider of AI-powered enterprise solutions, delivering transformational business outcomes through products like Collatio® (automation of complex document processing across financial, legal, and...
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Customer Success Specialist
14 hours ago
New Delhi, India SalesPanda Full timeJob title: Customer onboarding and support executive/Customer Success associate. We are looking for an onboarding and support specialist who will be responsible for onboard trains and support customers for SalesPanda. Roles and Responsibilities Walk through and train clients in software platform and provide education for all product features and process....
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Client Engagement Associate/ Consultant
2 weeks ago
New Delhi, India Acquarius Capstorm Limited Full timeAre you someone who thrives on building meaningful client relationships and lovestechnology and creating real business impact? Would you like to be part of a fast-growing Australian SaaS company that’s redefining how organisations listen to and act on customer feedback? At Resonate, we’re on a mission to build the world’s most powerful Customer...
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New Delhi, India VentraGate Full timeCompany DescriptionVentraGate is a Cloud-focused solutions and services firm specializing in digital transformation and cloud-based technologies. The company excels in reimagining, building, and sustaining innovative digital solutions that customers love to use. VentraGate is a leading transformation consultancy that assists enterprises of all sizes in...
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Client Support Specialist
4 weeks ago
New Delhi, India Scry AI Full timePosition: Client Support SpecialistLocation: India (Remote)Employment Type: Full-TimeSchedule: Monday to Friday, Day ShiftCompany DescriptionScry AI is a leading provider of AI-powered enterprise solutions, delivering transformational business outcomes through products like Collatio® (automation of complex document processing across financial, legal, and...
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Customer Success Specialist
2 days ago
New Delhi, India SalesPanda Full timeJob title: Customer onboarding and support executive/Customer Success associate.We are looking for an onboarding and support specialist who will be responsible for onboard trains and support customers for SalesPanda.Roles and ResponsibilitiesWalk through and train clients in software platform and provide education for all product features and process.Develop...
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Customer Success Specialist
2 days ago
new delhi, India SalesPanda Full timeJob title: Customer onboarding and support executive/Customer Success associate.We are looking for an onboarding and support specialist who will be responsible for onboard trains and support customers for SalesPanda.Roles and ResponsibilitiesWalk through and train clients in software platform and provide education for all product features and process.Develop...
