Customer Success Specialist

17 hours ago


Bangalore, India Paybooks | A TransPerfect Company Full time

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 /


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