Customer Success Executive

4 weeks ago

Mumbai, Maharashtra, India ERP4Impact Full time

We're Hiring:  Customer Success Executive (CTC - INR 5 Lakhs per annum)

Location: Mumbai | Experience: 1 - 2 years | Full-time

Are you someone who enjoys solving problems, helping people, and learning new things? Join our team as a Customer Success Executive and be the go-to person for ensuring our clients have a smooth and successful experience with our platform.

What does the Job look like?

Immediate Areas for Assistance (Customer Success Focus)

1.       Training & Onboarding

  • Create, maintain and update training decks, video guides, or SOPs.
  • Schedule and coordinate client training sessions.
  • Assist during live onboarding calls (take notes, track queries send summaries and process documents)

2.    Ticket Management & Client Support

  • Respond to routine client queries and support tickets
  • Follow up with internal teams for resolution and ensure closure
  • Document recurring issues for future FAQ/help center updates

3.    Documentation & Process Tracking

  • Maintain internal records of client status, usage, and renewals
  • Help collect and document client requests and feedback methodically

4.   Follow-ups

  • Track and follow up on unresolved client items (e.g., missing data, pending clarifications)
  • Assist in reminders for report deadlines or ticket responses

Growth-Oriented Areas (Product & Sales Exposure) based on interest and capability:

5. Product Testing Support

  • Help with module-level testing before deployments.
  • Maintain bug logs and track enhancement requests.
  • Collect and organize user feedback for improvements.

6. Sales Enablement

  • Assist in preparing demo decks, pricing sheets, and case studies
  • Help manage the sales pipeline CRM or lead tracker
  • Sit in on demos and note client questions and objections for follow-up

Technical Skills for this Role

  • Direct working experience of handling customers.
  • Clear written & verbal communication.
  • Familiarity with tools like CRM Systems, helpdesk platforms, Microsoft Office & G-sheets.
  • Strong problem-solving skills.

Personal traits for this Role

  • Detail-oriented, and eager to learn
  • Reliability in task tracking and coordination
  • Willingness to document and organize processes
  • Curiosity about product workflows or sales journeys

Why Join Us?

We're a close-knit, fast-moving team where you'll get direct exposure to real client challenges and the inner workings of a tech product. You'll also have the chance to grow into roles across customer success, product, or sales — based on your interests and strengths.

Interested? Send us your resume at jay@erp4impact.com or drop a message here

Let's build something impactful together

#hiring #customersuccess #techcareers #product #sales #growthopportunity #FinTech #NGOFinanc

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