Executive - Customer Success

2 days ago


Mumbai Maharashtra, India IDfy Full time

Executive - Customer Success
- Job Description:

- IDfy Customer Success team is the champion for our Customer Satisfaction. The team provides an empathetic layer above our tech-driven solutions. The team members are problem solvers. They feel for the customers’ challenges and strive to build a trusting relationship throughout the customer journey.- They recognize different user types have different needs - HR managers and prospective employees require a different support DNA. The team is tool-driven in order to maximize efficiency. Team members are expected to train themselves with the IDfy BGV portal and our ticketing systems. The team is goal-oriented so that we are able to solve customer problems quickly and efficiently.

**In terms of functional roles, the team is involved in**:

- Customer Onboarding and handholding for the initial 3 months
- Reporting, Tracking and MIS for enterprise clients
- Bespoke process for large enterprise clients
- Liaising with product and operations teams
- Internal performance-driven activities including forecasting, client retention,
- CSAT and NPS measurement and corrective actions
- Experience Range:
1 - 3 years
- Educational Qualifications:
Any graduation,
- Job Responsibilities:

- Go above and beyond to create a delightful experience for the customer
- Research required information on IDfy Portal in order to solve customer queries and issues
- Identify and escalate priority issues, and report to the high-level management
- Route inbound calls to the appropriate resources.
- Documenting notes on cloud-agent after each call interaction
- Follow the scripts and processes after having a complete understanding of the customer query
- Understand the BGV industry in order to answer to the client needs
- Invite customers to share CSAT scores on mails and calls
- Communicate and coordinate with the operations teams and sales department
- Track reports for customized processes of specific clients
- Skills Required:
Excellent communication skills, Customer Service Support, Clear Communication, Result Orientation,
- Have a good focus and complete the tasks from beginning to end in a good time frame
- Listening and reading carefully clients’ mails
- Being able to follow strict conditions
- Able to maintain customer confidentiality
- Adopt an empathetic approach towards the client with politeness and pleasant attitude
- Job Code: KL-A338YWDB
- About Us
- Eliminate Fraud. Establish Trust.

IDfy is an Integrated Identity Platform offering products and solutions for KYC, KYB, Background Verifications, Risk Mitigation, Digital Onboarding and Digital Privacy.

We establish trust while delivering a frictionless experience for you, your employees, customers and partners.

Only IDfy combines enterprise-grade technology with business understanding and has the widest breadth of offerings in the industry.

With more than 12+ years of experience and 2 million verifications per day, we are pioneers in this industry.

Our clients include HDFC Bank, Induslnd Bank, Zomato, Amazon, PhonePe, Paytm, HUL and many others.

We have successfully raised $27M from Elev8 Venture Partners, KB Investment, and Tenacity Ventures
- Why Us?
- At IDfy, you will work on the entire end-to-end solution rather than a small cog of a giant wheel.

Thanks to our problem-centric approach, one in which we find the right technology to solve a problem rather than the other way around, you will always be working on the latest technologies.

You should be sold by now, but if you're not, here's some more. You'll have the chance to brainstorm in bean bags, strategise over foosball, and collaborate with a crew that's as quirky as it is brilliant.



  • Mumbai, Maharashtra, India Vitrina AI Full time

    **Job Title**: Customer Success Executive (Media & Technology) **Location**: Mumbai **Job Type**: Full-time **Job Overview**: We are seeking a proactive **Customer Success Executive** to manage customer queries, analyze needs, and provide tailored solutions. You'll derive key metrics to understand customer behavior, identify at-risk clients, and guide...


  • Andheri, Mumbai, Maharashtra, India Aastral International Full time

    The Client is seeking a dedicated and enthusiastic Customer Success Executive to join our team at our Andheri location. As a Customer Success Executive, you will be responsible for ensuring the satisfaction and success of our valued customers during the night shift hours. **Key Responsibilities**: - Proactively engage with customers to understand their...


  • Mumbai, Maharashtra, India Kennect Full time

    **Company Overview**: Kennect is the Modern Sales Compensation Platform designed for enterprises. We are leading the way in Sales Performance Management, with everything businesses need to harness the power of Sales Incentives. Our mission is to deliver customised enterprise-level commission calculation and tracking software for the most innovative...


  • Mumbai, Maharashtra, India Kennect Full time

    ( - No experience required - ) CSM **Kennect Technologies**: **Kennect is a SaaS Company, leading the way in Sales Performance Management** - Mumbai- 51-200- Private Limited Company**Location**: - Mumbai **Job Type**: - Full Time **Hiring contact**: - GOPIKA SHAJULAL **Remote Work Policy**: - Hybrid( 2/3days In office ) **The Role**: **Company...


  • Andheri, Mumbai, Maharashtra, India ZELL EDUCATION PRIVATE LIMITED Full time

    **Customer Success Executive** **About Zell Education**: At Zell, we strive to become India’s leading training centre & transform careers by making skill upgradation effective, affordable & accessible for everyone. Our primary goal is to deliver high quality education & skill upgradation in collaboration with industry experts & best educational practices....


  • Andheri, Mumbai, Maharashtra, India ZELL EDUCATION PRIVATE LIMITED Full time

    **Customer Success Executive** Roles & Responsibilities: - Training and on-boarding of students post sales - Delivering prompt, efficient and friendly responses to students across various channels - Initiate regular calls with the students to track their progress - Proactively manage the success of the assigned students and identify/develop upselling...


  • Andheri East, Mumbai, Maharashtra, India HiGalen Full time

    **Customer Success Executive— Medical Background** **Location**: In-office (Mumbai) **Type**: Full-time **Experience**: 1+ years clinical practice (MBBS, BDS, or equivalent) **Sector**: HealthTech / SaaS / AI in Healthcare **About HiGalen** HiGalen is an innovative startup revolutionizing the way healthcare professionals interact with Electronic...


  • Mumbai, Maharashtra, India Ink in Caps Full time

    Key Responsibilities - **Customer Engagement**: Build and maintain strong relationships with customers to ensure their success and satisfaction with our products/services. - **Onboarding and Training**: Guide new customers through the onboarding process and provide training on product features and best practices. - **Issue Resolution**: Address customer...


  • Mumbai, India Pros & Pawns HR Consultants Full time

    **About the job** Position**:Executive - Customer Success** City**:MUMBAI** Work Style**:Hybrid** **Responsibilities of a Customer Success Executive**: - Serve as the main point of contact for clients, addressing their needs, inquiries, and concerns promptly and professionally. - Understand clients' marketing objectives and collaborate with internal...


  • Mumbai, India AiTrillion Full time

    **Customer Success Executive** **Location**: Mumbai **Purpose**: - We are looking for a Customer Success Executive. We are a growth-stage startup and this role will be an important part of our growth strategy. You will foster great relationships with customers to make them advocates of our brand. **We are looking for someone who can**: - Guide new...