
Customer Success Specialist
17 hours ago
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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