Associate/Sales Associate -Customer Success

As a Customer Success Ops & Support associate/executive, you will play a vital role in ensuring

the success and satisfaction of our valued clients. You will work in the Customer Success team to

provide excellent service and support to our customers and their employees, while gaining

valuable experience in the field of customer success management. This job posting offers a unique

opportunity to learn and grow in a fast-paced, dynamic environment.

Key Skills:

• Communication Skills: Effective communication is essential for collaborating

with team members, understanding requirements, and conveying ideas. Interns

should be able to communicate clearly and professionally both verbally and in

writing. Should be proficient

with English language skills to be able to address and support customer and their

employees.

• Knowledge on Captable and compliance related to share capital is preferred.

• Technical Proficiency: Depending on the specific role, you may need proficiency in

various technical tools and software relevant to operations, such as Microsoft Excel,

project management software, or data analysis tools.

• Teamwork and Collaboration: Operations often involve working closely with cross-

functional teams. Should be able to collaborate effectively with colleagues from

different departments to achieve common goals.

• Data entry skills

• Good team player & strong analytical skills – analyzing information.

• Basic reporting of day-to-day work and status on activities

• Customer focus and multitasking skills

• Must be tech savvy, must have used systems.

• Time and task management skills

• Should have relevant prior experience in customer service, customer success

and service delivery of customer tasks and activities.

Associate / Sr. Associate Customer Success

• Customer-focused mindset with the ability to empathize and provide exceptional

service.

• Ability to quickly understand different products, systems and ticketing tools is a

plus.

• Ability to work independently and collaboratively within a team.

Job Profile:

• Freshdesk Ticket Resolution: Resolve daily Freshdesk tickets efficiently and

effectively, ensuring prompt responses to customer inquiries and issues.

Maintain a high- resolution time to meet customer satisfaction goals.

• Manual working In Excel - Data reconciliation.

• Maintain customer relationship by responding to queries, documenting

actions.

• Timely responses to activities assigned daily – strong connect on

communication with Helpdesk.

• Client interactions- written and verbal.

• Manage the daily Operations/ Transition work for the clients assigned.

• Will be the direct point of contact for the client.

• Preparing Weekly & Monthly MIS Reports

• Preparing Daily Management information systems (MIS)

• Responsible for planning the day-to-day requirements for the clients.

• Basic knowledge of tax and other compliance implications

• Improve quality service by recommending improved processes; identifying

product process and suggest improvements to ease client and daily work.

• Updates job knowledge by participating in company’s & team’s training

opportunities.

• Accomplish customer service and organization mission by completing

related results as needed.

• Should understand client/ company urgencies and be able to put in required

efforts to meet deadlines – internally and externally both.

• Should be able to plan and hand off work for any personal leaves–

planned/ unplanned.

Qualifications:

• Bachelor’s degree in business administration, Finance, Marketing, or a related field.

• Customer-focused mindset with the ability to empathize and provide exceptional service.

• The ability to quickly understand CRM systems and ticketing tools is a plus.

• Basic knowledge of sales processes and techniques.

• Ability to work independently and collaboratively within a team.

Job Type: Full-time

Pay: ₹200,000.00 - ₹450,000.00 per year

Work Location: In person