Customer Success & Workflow Specialist

Job Title: Customer Success & Workflow SpecialistLocation: Remote (India)Work Hours: 10:00 AM 7:00 PM IST (Monday to Saturday)Type: Full-TimeExperience Required: 0 to 1 Year (Freshers welcome if skilled in communication and tech basics)Languages: Fluent in Hindi & English (spoken & written)Equipment Needed: Own laptop + reliable high-speed WiFi

Compensation

• First Month (Training / Probation): ?5,000 (Stipend)
• From 2nd Month Onwards: ?12,000/month (Fixed Salary)
  

About The Role

We are looking for a multi-skilled professional to manage the full client journey from onboarding and chatbot workflow setup to customer success and support. You will help clients integrate our WhatsApp + AI platform, set up workflows, and ensure smooth adoption of the system.Key Responsibilities

• Client Onboarding & Setup
• Assist new clients with WhatsApp API integration and Meta Business Verification.
• Conduct online onboarding sessions to explain the dashboard and features.
• Share quick-start guides, video tutorials, and ensure a smooth go-live experience.
• Guarantee the first chatbot/automation is live within the agreed timeline.
• Keep detailed onboarding checklists and process documentation.
• Workflow Customization
• Understand client's business process and communication needs.
• Build tailored chatbot workflows for bookings, FAQs, reminders, follow-ups, etc.
• Integrate AI-powered responses for common queries.
• Test and refine workflows before launch.
• Optimize based on feedback and analytics.
• Customer Success & Retention
• Track client account usage and performance metrics.
• Schedule quarterly review calls to share insights and improvements.
• Proactively suggest new features or upgrades.
• Manage renewals to ensure high retention.
• Customer Support
• Respond to queries via live chat, email, or ticketing system.
• Troubleshoot technical issues and escalate when needed.
• Keep FAQ and help docs updated.
• Highlight recurring issues to the product team for fixes.
• Maintain a polite and solution-focused tone.
  

Required Skills & Qualifications

• Strong communication in Hindi & English (written & verbal).
• Good at learning and explaining software tools.
• Basic understanding of WhatsApp Business API or chatbots is a plus (training provided).
• Problem-solving mindset with a customer-first approach.
• Ability to manage multiple clients at once.
  

What We Offer

• Fully remote work from anywhere in India.
• Paid training in the first month (stipend).
• Opportunity to work on cutting-edge AI & automation technology.
• Direct role in shaping client success.
• Career growth in customer success and workflow automation.
  

Skills: customer,communication,workflow