Customer Success Executive
4 weeks ago
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 or drop a message here
Let's build something impactful together
#hiring #customersuccess #techcareers #product #sales #growthopportunity #FinTech #NGOFinanc
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