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

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

Teamware Solutions

2 - 4 years

|

7 - 10 Lacs

mumbai mumbai suburban

Posted:2 weeks ago| Platform:

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Skills Required

customer support client servicing reporting client support excel coordination sales support admin dashboards client interaction client handling salesforce

Work Mode

Work from Office

Job Type

Full Time

Job Description

Hiring Alert

Greetings from Teamware Solutions!!

Job Title:

Location:

How to Apply:

Key Skills:

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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Teamware Solutions

IT Services and IT Consulting

Chennai Tamilnadu

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