Customer success associate

3 days ago

Pune, India Qapita Full time
Company Description
Qapita is a leading provider of digital equity management solutions. Our platform simplifies and automates equity management for startups, founders, investors, and employees. We help companies manage their ESOPs, cap tables, and fundraising activities efficiently and transparently. Our mission is to empower companies with tools that make equity management seamless and accessible, fostering growth and success. We are a market leader in Equity Management and Marketplace solutions for unlisted companies in India and Southeast Asia.
Our software solution streamlines the equity management process around Cap Tables, ESOPs, and transactions; Qapita Marketplace facilitates liquidity to ESOP holders and shareholders via structured buyback programs and secondary transactions.
We are founded by three experienced cofounders, each with over twenty years of track record in investment banking, corporate venture capital and technology sectors; and backed by East Ventures, Vulcan Capital, Nyca Partners, Mass Mutual Ventures, Endiya Partners, Citi, Alto Partners, and numerous marquee angel investors.
What You'll Do:
Champion Client Onboarding: Be the superhero who guides our B2 B clients through the onboarding journey, ensuring they smoothly transition to the Qapita platform.
Data Expert: Help clients gather, validate, and upload their data. Accuracy is key, and you'll be the wizard making sure everything is spot on. This activity involves, reviewing ESOP Schemes and understanding Cap Table Investment transactions
Training Guru: Conduct engaging training sessions that empower clients to become Qapita pros. Your goal? Maximize their platform experience.
Process Innovator: Always on the lookout for ways to make our onboarding process even better. Your ideas matter
Team Collaborator: Work closely with sales, product, and customer success teams to ensure a seamless handover and ongoing support.
Documentation Master: Create and maintain onboarding checklists, guides, and FAQs that clients can rely on.
Problem Solver: Troubleshoot and resolve any technical hiccups clients encounter. You're their go-to for solutions.
Client Communication: Maintain regular communication with clients throughout the onboarding process, addressing any questions or concerns promptly.
What You Bring:
Customer-First Mindset: You’re all about delivering an exceptional client experience.
Communication: Excellent verbal and written communication skills to clearly convey information to clients and teams.
Problem-Solving Skills: Sharp analytical skills to tackle client challenges head-on.
Tech Savvy: Familiarity with B2 B Saa S platforms and understanding equity management, Cap Tables, and Venture Capital Industry is a big plus.
Project Juggler: Ability to manage multiple onboarding projects.
Detail-Oriented: With Multiple data points during Onboarding, Your attention to detail ensures nothing slips while reviewing or understanding the customer’s data.
Team Player: Collaboration is your middle name.
Your Background:
Education: Bachelor’s/Master’s degree in business administration, Finance, or a related field.
Experience: At least 1-2 years in client onboarding, customer success, or similar roles in a B2 B Saa S environment.
Knowledge: Understanding of Startup Landscape Industry, ESOPs, Cap Table calculations and related financial concepts is a big plus.
Qualifications
Equity Management, Cap Tables, and ESOPs proficiency
Experience in financial transactions and market analysis
Strong analytical and problem-solving skills
Proficiency in Microsoft Excel and financial modeling
Bachelor’s degree in Finance, Business, or a related field
What’s in It for You?
Career Trajectory: Start as an Executive Customer Onboarding, advance to Senior Executive within 1-2 years, and then progress to Associate and eventually Team Lead.
Impactful Work: The chance to make a real difference for our clients and contribute to Qapita's success. Your work will directly impact our growth and customer satisfaction.
Learning Environment: Access to continuous learning opportunities, mentorship from industry experts, and exposure to the latest technologies in equity management.
Compensation (CTC) - INR 7 to 9 LPA

  • Customer Success Associate

    1 month ago

    Kharadi, Pune, Maharashtra, India L Angelo Full time

    Job Title: Customer Support Executive / Customer Success Associate - L1 Company: Transcom Location: Office No: 214-215, 2nd Floor, The Co-works, Rushub Biizz Bay, beside Kothari Hyundai, Kharadi, Pune, Maharashtra 411014 Mode: Work From Office Job Summary: Key Responsibilities: Ensure high standards of communication by avoiding Mother Tongue Influence...

  • Customer Success Associate

    1 week ago

    Pune, Maharashtra, India Triedge Solutions Full time

    Customer Success Associate **JOB ROLE**: - _Paid-Fixed-Range _ 6000 - 15000 Monthly The stipend is based on the interview **Job Types**: Full-time, Fresher, Internship Contract length: 6 months Pay: ₹6,000.00 - ₹15,000.00 per month **Benefits**: - Health insurance Schedule: - Day shift Supplemental Pay: - Performance bonus Work Location: In...

  • Customer Success Associate

    2 months ago

    Pune, India 2coms Full time

    Job Title: Customer Success AssociateReports to: Customer Success Manager/DirectorLocation: PuneJob Summary:We're seeking a Customer Success Associate to ensure customers achieve their goals using our products/services, driving long-term relationships and growth.Key Responsibilities:1. Onboard new customers, providing training and support.2. Build strong...

  • Customer Success Associate

    3 weeks ago

    Pune, Maharashtra, India 2coms Full time

    Job SummaryWe're seeking a skilled Customer Success Associate to drive long-term relationships and growth with our customers in Pune. This role involves ensuring customers achieve their goals using our products and services.

  • Customer Success Associate

    2 months ago

    Pune, India 2coms Full time

    Job DescriptionJob Title: Customer Success AssociateReports to: Customer Success Manager/DirectorLocation: PuneJob Summary:We're seeking a Customer Success Associate to ensure customers achieve their goals using our products/services, driving long-term relationships and growth.Key Responsibilities:1. Onboard new customers, providing training and support.2....

  • Customer Success Associate

    2 months ago

    Kharadi, Pune, Maharashtra, India VIPSA TALENT SOLUTIONS Full time

    **Job Title**: Advisor - Customer Service/Customer Success Associate (L1) **Location**: Kharadi, Pune **Job Type**: Full-time, 6 days working **Shift**: - Day shift for females - Rotational shifts for males **Key Responsibilities**: - Handle customer queries and provide effective resolutions. - Maintain a high level of customer satisfaction through...

  • Customer Success Associate

    3 months ago

    Pune, Maharashtra, India Celoxis Technologies Pvt. Ltd Full time

    We're Hiring! Customer Success Associate - Pune (Onsite) - Immediate Joiners Are you a driven BE/BCA/MCA graduate with 0-1.5 years of experience in IT ? Do you have excellent communication skills and a passion for engaging with customers? Join Celoxis and be part of a dynamic team! Key Responsibilities: - Collaborate with product specialists to find...

  • Customer Success Operations Associate

    6 months ago

    Pune, India Integral Ad Science Full time

    IAS is looking for a Customer Success Associate to join our team in Pune. We want to find people at the start of their careers, who can become future leaders in digital advertising. The Customer Success Associate will partner with Customer Success Managers, Sales and Support to successfully retain and grow existing clients globally. The primary focus of...

  • Customer Success Associate

    4 weeks ago

    Pune, Maharashtra, India vetarasoft technologies Full time

    Vetarasoft Technologies is a premier IT services and staffing company dedicated to supporting clients at every stage of their business journey. We specialize in transforming ideas into innovative software solutions, ensuring our clients receive tailored assistance in design, technology, and staffing. With offices in Malaysia, Dubai, and India, Vetarasoft is...

  • Customer Success Associate

    2 months ago

    Kharadi, Pune, Maharashtra, India TechPoppy Private Limited Full time

    **Position Customer Success Associate - L1** **Location: Kharadi, Pune, Maharashtra 411014** **Shift Rotational Shift (Day shift for females until 9 PM; Rotational for males)** Interview mode HR Round; Versant 6 Certified; Written Assisment; Ops Round; Client Round; Joining formalities; Joining **Skillset**: Excellent communication skills in both English...

  • Customer Success Associate

    7 months ago

    Pune, Maharashtra, India Machintel Full time

    Pune Night Hybrid 2-4 years experience A Customer Success Associate is responsible for managing our key account portfolios, developing client relationship management strategies, establishing strong client relationships, and suggesting innovative solutions to meet client needs. **Skills** - Bachelor's degree in business management, marketing, or a related...

  • Customer Success Associate

    1 month ago

    Kharadi, Pune, Maharashtra, India Nexus Jobs Full time

    **Job Description: Customer Success Associate** **Company**: PhonePe **Location**: Office No. 224, 2nd Floor, The Co-works, Rushub Biizz Bay, beside Kothari Hyundai, Kharadi, Pune, Maharashtra 411014 **Work Mode**: Work From Office Position Details: - **Process**: Domestic Process - **Headcount Requirement**: 150 Profiles **Responsibilities**: - Handle...

  • Customer Success Associate

    7 months ago

    Pune, India Zocdoc Full time

    **Our Mission** Healthcare should work for patients, but it doesn't. In their time of need, they call down outdated insurance directories. Then wait on hold. Then wait weeks for the privilege of a visit. Then wait in a room solely designed for waiting. Then wait for a surprise bill. In any other consumer industry, the companies delivering such a poor...

  • Customer Success Ambassador

    1 month ago

    Pune, Maharashtra, India 2coms Full time

    About the RoleAre you passionate about ensuring customer satisfaction and driving long-term growth? We're seeking a skilled Client Success Associate to join our team at 2coms in Pune. This exciting opportunity offers a competitive salary of ₹8,50,000 - ₹12,00,000 per annum.Job DescriptionWe're looking for a highly motivated individual to onboard new...

  • Customer Success Associate

    2 months ago

    Kharadi, Pune, Maharashtra, India Nexus Jobs Full time

    Job Title: Customer Success Associate - L1 Company: PhonePe Location: Kharadi, Pune Key Responsibilities: Handle customer queries and provide excellent support. **Requirements**: Excellent communication in English and Hindi, free from MTI/RTI. Insurance experience and sales acumen are a plus. **Salary**: ₹28,500 - ₹40,000 CTC Shift: Rotational...

  • iimjobs.com - Head - Customer Success

    2 weeks ago

    Pune, India Iimjobs.com Full time

    This is Test Job , Please do not apply.About Us :iimjobs.com is an exclusive job board for mid to senior management jobs in India. Now reaching over 500,000 job seekers and featuring some of the best jobs in Banking & Finance, Consulting, Research & Analytics, Sales & Marketing, HR, IT and Operations; iimjobs.com is the largest niche job board catering...

  • Associate, customer success, us private markets

    3 weeks ago

    Pune, India Qapita Full time

    About usQapita is a pre-Series B equity management platform for startups and listed companies. Supporting over 2,000 clients across Asia, ANZ, and the US, Qapita engages with investors and over 300,000 employees holding more than USD 55 billion of equity value. Qapita's platform provides cap table management tools for startup founders and a holistic view for...

  • Customer Success Associate

    6 months ago

    Pune, India ZenTrades Full time

    ZenTrades is a growing product startup with a strong foundation in the world of SaaS (Software as a Service) business solutions for Field Service Management software. **Our Vision and Mission**: - At ZenTrades our core focus is towards creating the future of Field Service Management, where trade service professionals will effortlessly harness the power of...

  • Associate, Customer Success, US Private Markets

    3 weeks ago

    Pune, India Qapita Full time

    About us Qapita is a pre-Series B equity management platform for startups and listed companies. Supporting over 2,000 clients across Asia, ANZ, and the US, Qapita engages with investors and over 300,000 employees holding more than USD 55 billion of equity value. Qapita's platform provides cap table management tools for startup founders and a holistic...

  • Associate, Customer Success, US Private Markets

    4 weeks ago

    Pune, India Qapita Full time

    About usQapita is a pre-Series B equity management platform for startups and listed companies. Supporting over 2,000 clients across Asia, ANZ, and the US, Qapita engages with investors and over 300,000 employees holding more than USD 55 billion of equity value. Qapita's platform provides cap table management tools for startup founders and a holistic view for...