Customer Success Executive

Job Title:

About Greytip:

greytHR is a full-suite HRMS platform that automates HR and payroll processes, ensuring compliance and security. With 50+ tools, it offers seamless ‘Hire-to-Retire’ solutions, powered by AI-driven analytics for enhanced employee experiences.

Trusted by CFOs, loved by CHROs, and proudly Great Place to Work® Certified, greytHR serves 30,000+ clients across 25+ countries, managing over 3 million employees. As India’s leading HRMS provider, we are rapidly expanding in MEA and SEA markets with world-class, Made-in-India software.

At greytHR, people come first. Our Great Place to Work® Certification reflects our commitment to fostering a high-trust, high-performance culture where employees are valued, empowered, and inspired to thrive.

Responsibilities:

• Configure and manage Customer Success Platform (Custify) to enable the Customer Success team to drive value realisation for customers
• Develop and maintain health scorecards, automated workflows, and playbooks to support scalable customer success processes.
• Collaborate with Customer Success Managers (CSMs), Sales, Implementation, and Support teams to align platform configurations with customer objectives.
• Optimise platform processes to improve efficiency, reduce manual tasks, support tech-touch customer interactions and integrate with CRM tools (e.g., Salesforce, HubSpot) for seamless data flow.
• Serve as the primary point of contact for platform-related queries, resolving technical issues and ensuring smooth user experiences.
• Educate internal Customer Succes teams (CVR, Implementation, Support) on the platform-driven features and best practices.
• Identify opportunities to enhance data insights and productivity enhancement initiatives.
• Generate reports from platform analytics for account reviews, highlighting value realization and supporting renewal discussions through useful data insights.

Required Skills

• Platform Configuration

  : Intermediate proficiency in configuring Custify, Zapier or Gainsight, including workflows, playbooks, health scorecards, and dashboards.

• Data Analytics

  : Intermediate ability to analyze customer usage data and derive actionable insights to drive adoption, retention, and process optimization.

• Process Automation

  : Intermediate skills in developing automated workflows and playbooks to enhance scalability and reduce manual tasks.

• Customer Success Operations

  : Intermediate knowledge of account health monitoring, onboarding processes, and CRM integration (e.g., Salesforce, HubSpot).

• Cross-Functional Collaboration

  : Intermediate ability to work with Sales, Support, Implementation, and Product teams to align platform configurations with customer needs.

• Technical Proficiency

  : Intermediate IT skills to manage platform integrations, troubleshoot issues, and learn new software quickly.

• Communication

  : Intermediate verbal and written skills to educate customers, resolve queries, and present data insights to stakeholders.