Customer Success Associate
9 hours ago
OneCap is a VC backed AI-powered FinOps startup that helps businesses streamline finance operations. We're scaling rapidly with customers and ecosystem partners across India.
Role Overview
We're looking for Customer Success Associates with 1+ year of experience in finance or customer-facing roles. You'll work closely with product & sales teams and customers to drive smooth onboarding, adoption, and long-term success on OneCap's AI-driven platform.
Key Responsibilities
• Lead customer onboarding and implement finance workflows on the OneCap platform.
• Understand processes like payables, receivables, and reconciliations to guide and support customers.
• Conduct product demos, training sessions, and gather feedback to enhance adoption.
• Collaborate with product and engineering teams to resolve issues and improve user experience.
• Track engagement, analyze usage patterns, and contribute to continuous improvement of customer success practices.
Requirements
• B.Com / M.Com / BBA / MBA with 1+ year of experience in accounting, finance operations or customer success.
• Strong understanding of accounting principles and reconciliations.
• Excellent communication and presentation skills in English.
• Analytical, empathetic, and strong interest in automation in finance.
• Experience with SaaS/ERP tools is a plus.
What You'll Get
• Hands-on exposure to AI-driven finance automation and customer success in a growing B2B SaaS.
• Work with finance teams across industries.
• Direct mentorship from founders and opportunities to grow into senior customer success or product roles.
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