Client Servicing/Customer Success Associate/Dashboard/Excel/Mumbai

4 days ago

Mumbai City District, India Teamware Solutions Full time ₹ 1,20,000 - ₹ 1,80,000 per year

Hiring Alert

Greetings from Teamware Solutions

Job Title: Sales Success Associate

Location: Mumbai

Experience: 2+ Years

Notice Period: Immediate

How to Apply:

Interested candidates can apply at:

Key Skills: Client Onboarding, Sales Enablement, Client Servicing, Capital Markets, BFSI, Salesforce, Excel, Power BI, Dashboarding, Reporting, Process Documentation

Key Responsibilities:

  • Assist in strategic projects and maintain trackers for client onboarding and engagement.
  • Support smooth client transitions by providing technical guidance and tracking migration progress.
  • Manage client databases and create accessible repositories linked to Salesforce.
  • Execute enablement tasks, raise requests, and audit client access and entitlements.
  • Collaborate with internal teams (Product, Tech, Support) to drive approvals and ensure seamless client servicing.
  • Build dashboards and automate reports to support client targeting and decision-making.
  • Maintain training materials and contribute to SOPs and knowledge repositories.
  • Organize meetings, document minutes, and support mass communication campaigns.
  • Generate reports for retention planning and analyze data trends to convert leads into opportunities for front-line teams.

Candidate Profile:

  • 23 years of experience in Fintech, BFSI, Financial Services, or Capital Markets.
  • Proven ability to manage client interactions, support migrations, and coordinate across internal teams.
  • Experience in sales enablement, strategic projects, onboarding, FXall admin, and entitlement audits.
  • Familiarity with Salesforce, transaction platforms, STP vendor platforms, and related management.
  • Skilled in maintaining client databases, Excel/Power BI dashboards, and report automation.
  • Strong written and verbal communication skills, with the ability to create SOPs, training guides, and present insights to stakeholders.
  • Ability to troubleshoot client issues, track project progress, and contribute to knowledge bases.

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