Customer Success Associate

17 hours ago

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, MassMutual Ventures, Endiya Partners, Citi, Alto Partners, and numerous marquee angel investors.

What You'll Do:

  1. Champion Client Onboarding: Be the superhero who guides our B2B clients through the onboarding journey, ensuring they smoothly transition to the Qapita platform.
  2. 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 CapTable Investment transactions
  3. Training Guru: Conduct engaging training sessions that empower clients to become Qapita pros. Your goal? Maximize their platform experience.
  4. Process Innovator: Always on the lookout for ways to make our onboarding process even better. Your ideas matter
  5. Team Collaborator: Work closely with sales, product, and customer success teams to ensure a seamless handover and ongoing support.
  6. Documentation Master: Create and maintain onboarding checklists, guides, and FAQs that clients can rely on.
  7. Problem Solver: Troubleshoot and resolve any technical hiccups clients encounter. You're their go-to for solutions.
  8. Client Communication: Maintain regular communication with clients throughout the onboarding process, addressing any questions or concerns promptly.

What You Bring:

  1. Customer-First Mindset: You’re all about delivering an exceptional client experience.
  2. Communication: Excellent verbal and written communication skills to clearly convey information to clients and teams.
  3. Problem-Solving Skills: Sharp analytical skills to tackle client challenges head-on.
  4. Tech Savvy: Familiarity with B2B SaaS platforms and understanding equity management, Cap Tables, and Venture Capital Industry is a big plus.
  5. Project Juggler: Ability to manage multiple onboarding projects.
  6. Detail-Oriented: With Multiple data points during Onboarding, Your attention to detail ensures nothing slips while reviewing or understanding the customer’s data.
  7. 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 B2B SaaS environment.
  • Knowledge: Understanding of Startup Landscape Industry, ESOPs, CapTable 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

    6 months ago

    India Data Intensity Full time

    The Customer Success Associate is a vital member of the customer success team, responsible for ensuring the success and satisfaction of our valued customers. This role is focused on building strong relationships with clients, addressing their needs, and driving customer retention and growth. **In combination with**: - Ability to act as a consultant,...

  • Customer Success Associate

    3 days ago

    India TagMango Full time

    Company Description TagMango is a SAAS platform based in Mumbai that helps content creators build learning social networks - and monetize by launching courses, workshops and memberships, engage communities and gamify learning all under their own brand. The platform is a one-stop shop that provides a complete set of features like a landing page builder,...

  • Customer Success Associate

    3 months ago

    india TagMango Full time

    Company DescriptionTagMango is a SAAS platform based in Mumbai that helps content creators build learning social networks - and monetize by launching courses, workshops and memberships, engage communities and gamify learning all under their own brand. The platform is a one-stop shop that provides a complete set of features like a landing page builder,...

  • Customer Success Associate

    2 weeks ago

    India Astra Security Full time

    About Us: Astra is a cyber security SaaS company that makes otherwise chaotic pentests a breeze with its one of a kind Pentest Platform. Astra's continuous vulnerability scanner emulates hacker behaviour to scan applications for 9300+ security tests. CTOs & CISOs love Astra because it helps them fix vulnerabilities in record time and move from DevOps to...

  • Customer Success Associate

    2 weeks ago

    India Astra Security Full time

    About Us:Astra is a cyber security SaaS company that makes otherwise chaotic pentests a breeze with its one of a kind Pentest Platform. Astra's continuous vulnerability scanner emulates hacker behaviour to scan applications for 9300+ security tests. CTOs & CISOs love Astra because it helps them fix vulnerabilities in record time and move from DevOps to...

  • Customer Success Associate

    2 weeks ago

    India Astra Security Full time

    About Us: Astra is a cyber security SaaS company that makes otherwise chaotic pentests a breeze with its one of a kind Pentest Platform. Astra's continuous vulnerability scanner emulates hacker behaviour to scan applications for 9300+ security tests. CTOs & CISOs love Astra because it helps them fix vulnerabilities in record time and move from DevOps...

  • Coschool | Customer Success Associate

    14 hours ago

    india Coschool Full time

    School Success AssociateOverviewAt Coschool our vision is to empower student success through seamless learning experiences that eliminate knowledge gaps. With our cutting-edge Ai solution, schools can boost teacher efficiently and elevate student learning outcomes. The School Success Associate at Coschool would play a crucial role in ensuring that the...

  • Results-Driven Sales

    2 days ago

    India ORNAZ Full time

    Job OverviewWe are seeking a results-driven Sales & Customer Success Associate to drive sales growth, foster customer relationships, and contribute to revenue expansion. The ideal candidate will have excellent communication skills, a strong work ethic, and a passion for delivering exceptional customer experiences.

  • TagMango | Customer Success Associate | india

    3 days ago

    india TagMango Full time

    Company Description TagMango is a SAAS platform based in Mumbai that helps content creators build learning social networks - and monetize by launching courses, workshops and memberships, engage communities and gamify learning all under their own brand. The platform is a one-stop shop that provides a complete set of features like a landing page builder,...

  • Customer success associate

    3 weeks ago

    India BeatRoute Full time

    Beat Route is Goal-driven SAAS Sales technology for retail & distribution businesses. Beat Route is an enterprise-grade scalable platform that uses a unique Goal-setting mechanism, Operational AI, and Gamification to deliver not just automation but customers' goals at the territory level. Worldwide Retail & Distribution businesses such as Consumer Goods...

  • Customer Success Associate

    3 weeks ago

    India BeatRoute Full time

    BeatRoute is Goal-driven SAAS Sales technology for retail & distribution businesses. BeatRoute is an enterprise-grade scalable platform that uses a unique Goal-setting mechanism, Operational AI, and Gamification to deliver not just automation but customers' goals at the territory level. Worldwide Retail & Distribution businesses such as Consumer Goods...

  • Customer Success Associate

    3 weeks ago

    India BeatRoute Full time

    BeatRoute is Goal-driven SAAS Sales technology for retail & distribution businesses. BeatRoute is an enterprise-grade scalable platform that uses a unique Goal-setting mechanism, Operational AI, and Gamification to deliver not just automation but customers' goals at the territory level. Worldwide Retail & Distribution businesses such as Consumer Goods...

  • Customer Success Associate

    3 weeks ago

    India BeatRoute Full time

    BeatRoute is Goal-driven SAAS Sales technology for retail & distribution businesses. BeatRoute is an enterprise-grade scalable platform that uses a unique Goal-setting mechanism, Operational AI, and Gamification to deliver not just automation but customers' goals at the territory level.Worldwide Retail & Distribution businesses such as Consumer Goods face...

  • Customer Success Advocate

    4 days ago

    India TagMango Full time

    About UsAt TagMango, we're revolutionizing the way content creators build learning social networks. Our SAAS platform empowers them to monetize their courses, workshops, and memberships while engaging communities and gamifying learning.Your RoleWe're seeking a skilled Customer Success Associate to join our team in Mumbai. As the face of our company, you'll...

  • Customer Success Associate

    6 months ago

    India Augnito India Full time

    Full-Time 1-3 **About Us**: Augnito is the next gen Voice AI powering the healthcare industry. Augnito empowers medical professionals and streamlined clinical workflows with cloud-based, AI speech recognition that offers ergonomic data entry with 99% accuracy, without the need for voice profile training, from any device, anywhere. From the outset, Augnito...

  • Client Success Associate

    8 months ago

    India Sterling Check Full time

    We have great people here and are looking for more. Come join us - you will love it! Job Title: Client Success Associate Department: IGE Position Type: Full-Time Shift: Night Location: PH Virtual About the Role: As a Client Success Associate, your main function will be handling and fulfilling day to day operational queries or issues that arise from our...

  • Customer Success Associate

    1 month ago

    india Interview Kickstart Full time

    Who are we, you ask? Interviews can be hard. And when it comes to the top tech companies like Google, Facebook, Netflix, etc., they can be downright brutal. Most candidates don’t make it simply because they don’t prepare well enough. IK helps candidates nail the toughest tech interviews. At IK, current and former hiring managers at these top companies...

  • Customer Success Associate

    1 month ago

    India Interview Kickstart Full time

    Who are we, you ask? Interviews can be hard. And when it comes to the top tech companies like Google, Facebook, Netflix, etc., they can be downright brutal. Most candidates don’t make it simply because they don’t prepare well enough. IK helps candidates nail the toughest tech interviews. At IK, current and former hiring managers at these top companies...

  • Customer Success Associate

    1 month ago

    india Interview Kickstart Full time

    Who are we, you ask?Interviews can be hard. And when it comes to the top tech companies like Google, Facebook, Netflix, etc., they can be downright brutal. Most candidates don’t make it simply because they don’t prepare well enough. IK helps candidates nail the toughest tech interviews. At IK, current and former hiring managers at these top companies...

  • Customer Success Associate

    1 month ago

    India Interview Kickstart Full time

    Who are we, you ask? Interviews can be hard. And when it comes to the top tech companies like Google, Facebook, Netflix, etc., they can be downright brutal. Most candidates don’t make it simply because they don’t prepare well enough. IK helps candidates nail the toughest tech interviews. At IK, current and former hiring managers at these top companies...