Customer Success Executive

Zato Origin India Pvt. Ltd.

Job Title: Customer Success Executive

Location: Mohali, India

About Zato Origin India Pvt. Ltd.

Zato Origin India Pvt. Ltd. is the Indian extension of a New Zealand- and Australia-based technology company. Zato is an end-to-end compliance production platform for accounting firms, built to simplify complex compliance workflows through automation and intelligent data processing.

Our mission is to deliver a product-first experience for accounting professionals, helping them leverage the Zato platform to improve efficiency, accuracy, and compliance. We are rapidly growing in Hyderabad and looking for individuals passionate about driving platform adoption and maximizing customer value.

Job Summary

As a Customer Success Executive (Product), you will act as the primary advocate for customers using the Zato platform. You will ensure clients get maximum value from the platform, drive feature adoption, and provide actionable feedback to the Product and Engineering teams. Your role will focus on enhancing the customer experience on a product-driven platform, rather than delivering individual client services.

Key Responsibilities

• Serve as the main point of contact for customers using the Zato platform throughout their lifecycle.
• Onboard new customers and guide them to adopt platform features effectively.
• Understand client workflows to provide product-driven recommendations for efficiency and compliance.
• Conduct regular check-ins, product walkthroughs, and usage reviews to optimize platform adoption.
• Collaborate with Product, Engineering, and Support teams to escalate issues, provide feedback, and suggest product enhancements.
• Monitor customer engagement metrics and proactively identify churn risks or adoption gaps.
• Identify opportunities to expand feature usage and drive value realization from the platform.
• Maintain accurate records of customer interactions and insights in CRM and analytics tools.

Qualifications and Skills

• Bachelors degree in accounting, Finance, Business Administration, or related field.
• 4+ years of experience in Customer Success, Product Experience, or Client Management (preferably in a SaaS/product-based environment).
• Strong understanding of accounting and compliance workflows is a plus.
• Excellent communication, presentation, and stakeholder management skills.
• Strong problem-solving mindset with a product-focused, customer-first approach.
• Experience with CRM and analytics tools (HubSpot, Zoho, Salesforce, etc.) preferred.

What We Offer

• Competitive compensation package.
• Career growth opportunities in a fast-scaling SaaS/product company.
• Collaborative, innovative, and product-driven work culture.
• Exposure to cutting-edge compliance and accounting technology.

Work Location

Mohali, India

How to Apply

Send your updated resume to admin@zatohq.com with the subject line:
“Application for Customer Success Executive”