Customer Success Engineer

Job Description: Customer Success Executive

Department: Customer Success Team(CX)

Reports To: Customer Success Manager

Role Summary:

The Customer Success executive will be responsible for delivering a seamless support

experience across customer touchpoints including calls, chats, emails, callbacks, and

escalations. The role focuses on improving customer experience, resolving issues efficiently,

and ensuring customer satisfaction throughout the investment journey.

Key Responsibilities:

• Handle incoming and outgoing customer calls,chats, and email support

• Assist customers with account-related queries and partial KYC support

• Resolve customer concerns and coordinate with internal teams for timely closure

• Manage customer escalations and ensure proper follow-up until resolution

• Maintain customer interaction records in CRM systems

• Identify recurring issues and provide feedback for process improvements

• Support customer retention initiatives and improve customer satisfaction metrics

• Deliver a high-quality support experience across all customer touchpoints

Required Skills:

• Strong verbal and written communication skills

• Customer handling and problem-solving ability

• Ability to multitask across calls, chats, and emails

• Good interpersonal and relationship management skills

• Basic understanding of financial products preferred

Qualification & Experience:

• Graduate in any discipline

• 1–3 years of experience in customer support, customer success, or financial services

preferred

Job Description: Customer Success Executive

Department: Customer Success Team(CX)

Reports To: Customer Success Manager

Role Summary:

The Customer Success executive will be responsible for delivering a seamless support

experience across customer touchpoints including calls, chats, emails, callbacks, and

escalations. The role focuses on improving customer experience, resolving issues efficiently,

and ensuring customer satisfaction throughout the investment journey.

Key Responsibilities:

• Handle incoming and outgoing customer calls,chats, and email support

• Assist customers with account-related queries and partial KYC support

• Resolve customer concerns and coordinate with internal teams for timely closure

• Manage customer escalations and ensure proper follow-up until resolution

• Maintain customer interaction records in CRM systems

• Identify recurring issues and provide feedback for process improvements

• Support customer retention initiatives and improve customer satisfaction metrics

• Deliver a high-quality support experience across all customer touchpoints

Required Skills:

• Strong verbal and written communication skills

• Customer handling and problem-solving ability

• Ability to multitask across calls, chats, and emails

• Good interpersonal and relationship management skills

• Basic understanding of financial products preferred

Qualification & Experience:

• Graduate in any discipline

• 1–3 years of experience in customer support, customer success, or financial services

preferred

About Master-O

Master-O is a next-generation sales enablement and microskill learning platform that empowers frontline teams through gamification, AI-driven coaching, and continuous performance reinforcement.

Our platform is trusted by leading enterprises in financial services, retail, pharma, consumer goods, telecom, automobile, BFSI, construction and others to drive measurable business outcomes across sales readiness, productivity, and execution excellence.

We are looking for someone who can own strategic accounts, drive adoption, and unlock growth opportunities.

Role Overview

The CS Associate will play a critical role in ensuring long-term customer value, retention, and expansion for Master-O’s enterprise clients.

You will act as a trusted advisor to senior stakeholders, ensuring customers achieve measurable ROI while identifying opportunities to grow the account footprint.

Key Responsibilities

Customer Success & Key Account Management

• Own end-to-end customer success for enterprise corporate accounts, primarily in the domestic market
• Drive onboarding, adoption, engagement, and value realization of the Master-O platform
• Build strong relationships with CXOs, Sales Heads, L&D leaders, and other stakeholders
• Act as the point of contact with the customer, ensuring feedback is looped back into product and solution improvements
• Track success metrics such as usage, renewals, and expansions

Stakeholder & Internal Collaboration

• Work closely with Product & Design, Tech and CS teams to ensure seamless execution
• Translate client business objectives into platform use cases and success roadmaps
• Support case studies, testimonials, and references from satisfied customers

Required Skills & Experience

• 2+ years of full-time experience in Customer Success / Key Account
• Prior experience in B2B SaaS companies, handling enterprise-level clients
• Proven experience working with domestic customers and managing stakeholders across regions
• Strong understanding of SaaS metrics, renewals, expansions, and customer lifecycle management
• Experience in fast-paced startup environments preferred
• Excellent communication, presentation, and stakeholder management skills
• Strong business acumen with the ability to connect product value to business outcomes

What You’ll Get

• Opportunity to work with both: Pan-India and Global enterprise brands
• High ownership role with direct impact on customer outcomes and revenue growth
• Exposure to cutting-edge AI-driven learning and sales enablement technology
• Fast-paced environment with room to grow into a leadership role
• Competitive compensation aligned with experience

We're looking for a Site Reliability Engineer to keep our production systems fast, reliable, and scalable. Sitting at the intersection of software engineering and operations, you'll treat infrastructure as code, automate away toil, and build the observability that lets us catch problems before customers do. You'll own uptime and on-call for critical services, lead incident response and blameless postmortems, and continuously harden the platform against failure. This role suits an engineer who is as comfortable debugging a production incident at 2 a.m. as they are writing the automation that prevents the next one.

Key Responsibilities

• Own reliability, availability, and performance of production services, including on-call rotation
• Build and maintain monitoring, alerting, and observability (metrics, logs, traces)
• Automate deployments, scaling, and operational tasks to reduce manual toil
• Manage containerized workloads on Kubernetes and cloud infrastructure
• Design and maintain CI/CD pipelines for safe, frequent releases
• Lead incident response and drive blameless postmortems with clear follow-ups
• Perform capacity planning, performance tuning, and cost optimization
• Define and track SLIs/SLOs and error budgets with product teams

Requirements

• 3+ years in SRE, DevOps, or production-focused engineering
• Strong Linux administration and hands-on Kubernetes experience
• Solid experience with monitoring/observability tools (Prometheus, Grafana, ELK, or similar)
• Cloud experience with AWS, GCP, or Azure
• CI/CD pipelines and infrastructure-as-code (Terraform, CloudFormation)
• Proficient scripting in Python and/or Bash

Nice to have

• Experience with service meshes, Helm, or GitOps (ArgoCD/Flux)
• Background in high-traffic or distributed systems

Company & Team Overview

Planview's mission is to build the digital future of connected work — empowering business, technology, and transformation leaders to accelerate the achievement of the project and product initiatives that matter most. As the leading end-to-end platform for Strategic Portfolio Management (SPM) and Software Product Delivery, Planview's AI-powered solutions give leaders the strategic foresight to prioritize with precision, accelerate value delivery, and adapt with confidence.

Headquarters in Austin, Texas, with over 1,500 employees worldwide, Planview serves more than 3,000 customers and 3.1 million users globally, including 45 of the Fortune 100.

The Support Operations team is at the heart of Planview's customer experience, ensuring that enterprises around the world get the most value from Planview's industry-leading platform. As Planview expands its AI-first portfolio through continued innovation and acquisition, the Support Operations team plays a critical role in delivering consistent, high-quality technical assistance across a growing suite of solutions.

Role Summary

Technical Support Engineer I provides first-level technical support for Planview KeyedIn (enterprise PPM) Customer Care customers and internal employees, serving as the primary point of contact for a defined set of accounts and cases. In this role, you will independently resolve standard cases across user and license administration, project and resource management, reporting, data operations, and integration workflows, while investigating root causes and documenting durable solutions.

You will escalate complex or defect cases appropriately — acting as a liaison between customers and the Development and Cloud Operations teams — and guide customers on the product's proper use and best practices. As you grow, you will take on increasingly complex problems end-to-end and mentor Associate Technical Support Engineers, contributing to a high-performing, collaborative team. Success is measured by case resolution quality, SLA performance, customer satisfaction, and case hygiene.

Key Responsibilities

Customer Support & Case Management

•   Act as the first point of contact for KeyedIn Customer Care customers seeking technical assistance, providing troubleshooting and support via the ticketing system, email, and web-based tools.

•   Accurately log all customer cases, interactions, and resolutions in the case management system (Salesforce).

•   Take a hands-on approach, managing issues from initial contact through final resolution and follow-up, and maintaining full accountability throughout the support lifecycle.

•   Prioritize cases according to severity and SLA commitments, ensuring timely and accurate responses.

•   Maintain case hygiene — accurate status, ownership, and next action — with no-silent-case discipline.

Technical Troubleshooting & Resolution

•   Handle standard KeyedIn administration and configuration requests — support-portal accounts, licence-count updates, user provisioning and termination, login-group publishing, and access/login issues.

•   Resolve standard reporting, widget, dashboard, and how-to cases; assist with routine data export and data-load requests.

•   Investigate root causes, guide customers through corrective steps, and document solutions in the Customer Success Center knowledge base.

•   Escalate complex or defect cases to higher-level engineers or Development with clear reproduction steps and environment details; route Cloud Operations and Development-owned work to the correct team without owning it.

•   Follow the team's call-escalation discipline — move prolonged email threads to a call at the defined threshold to speed resolution.

Product Knowledge & Continuous Improvement

•   Stay current on KeyedIn releases, feature changes, known issues, and system updates.

•   Advise customers on the product's proper use, best practices, and configuration guidance.

•   Contribute to technical notes and knowledge base articles in the Customer Success Center.

•   Collect and communicate customer feedback, recurring issues, and product-quality insights to improve product quality and support processes.

Collaboration & Mentoring

•   Mentor Associate Technical Support Engineers, sharing knowledge and best practices.

•   Build relationships with cross-functional teams including Engineering, Development, Cloud Operations, Product, and Customer value advisor.

•   Function independently as well as part of a cross-functional global team.

•   As needed, participate in on-call or skeleton crew rotation.

Required Qualifications

•   1–3 years of experience in technical support, software support, IT support, or a closely related customer-facing role.

•   Demonstrated ability to independently troubleshoot and resolve technical issues in enterprise software or SaaS environments.

•   Strong written and verbal communication skills in English; ability to explain technical concepts clearly to both technical and non-technical audiences.

•   Experience using ticketing or case management systems (e.g., Salesforce, Jira, Zendesk, or similar).

•   Solid diagnostic and problem-solving skills with a systematic, analytical approach.

•   Proven ability to manage multiple cases simultaneously while maintaining attention to detail and meeting SLA commitments.

•   Ability to work independently and as part of a cross-functional global team.

•   Experience using ticketing or case management systems (e.g., Salesforce, Jira, Zendesk, Dynamics 365, or similar).

Preferred Qualifications

•   Bachelor’s degree in computer science, Information Technology, Engineering, or a related field, or equivalent practical experience.

•   Familiarity with SaaS application support models and multi-tenant environments.

•   Experience with enterprise databases and SQL querying (SQL Server, Oracle, PostgreSQL, or MySQL).

•   Exposure to REST or SOAP APIs and tools such as Postman or cURL.

•   Practical familiarity with PPM concepts — projects, resources, timesheets, dashboards, reporting/widgets, and custom entities.

•   Understanding of identity and access management concepts (SSO, OAuth, RBAC, SAML).

•   Knowledge of the Planview product ecosystem, particularly KeyedIn or other PPM solutions.

•   Relevant technology certifications (Microsoft, AWS, ITIL, or similar).

Knowledge, Skills & Abilities

•   Willing to accept and adapt to change, showing flexibility and recovering relatively quickly from setbacks.

•   Actively participates in team meetings and seeks out collaboration opportunities without always waiting to be prompted.

•   Seeks feedback from colleagues and peers and integrates that feedback into their approach and work quality.

•   Displays a willingness to develop conflict-resolution skills and facilitate productive discussions with customers and colleagues.

•   Keeps a calm, professional demeanor across a variety of clients and personalities, even when others in the support process may not.

•   Self-motivated, detail-oriented, and organized, with the ability to begin prioritizing work independently.

•   A logical, process-oriented thinker who is positive, proactive, and innovative — a creative problem solver with exceptional customer service skills.

•   Committed to continuous learning, with intellectual curiosity to expand product and technical knowledge and the ability to learn new concepts quickly.

•   Comfortable engaging with AI-assisted tools to accelerate research, issue diagnosis, and knowledge base contributions.

Technical Skillset (Product-Specific)

Experience Required: 1–3 years.

Must Have

•   API — Experience with Postman or similar tools to test APIs, validate responses, and troubleshoot API failures; understanding of REST APIs, HTTP methods, status codes, and request/response flows for troubleshooting integrations.

•   SQL & Relational Databases — Ability to write basic to intermediate SQL queries to validate data, troubleshoot data issues, and understand database relationships.

•   Analytical & Communication Skills — Strong problem-solving ability with the capacity to translate technical findings into clear, actionable guidance for non-technical stakeholders.

•   Application & Log Analysis — Application logs, error analysis, troubleshooting, and root cause identification.

•   Salesforce & Jira — Working knowledge of Salesforce for case management and Jira for defect tracking and ticket management.

•   Web & SaaS Troubleshooting — Web-based applications, SaaS/cloud environments, browser Developer Tools, HTTP/HTTPS, and network troubleshooting.

•   Cloud & Networking — Basic understanding of cloud environments, DNS, SSL/TLS, firewalls, proxies, and connectivity issues.

•   Power BI (basic) — able to read dashboards and reports, understand how filters and slicers change results, and recognize whether a reporting issue is a data, refresh, or configuration problem.

Nice to Have

•   PPM Application Support — Practical familiarity with projects, resources, timesheets, dashboards, reporting/widgets, and custom entities.

•   Reporting & Data — Comfort with report/widget configuration concepts, filters, and data validation.

•   Data Loads & Exports — Ability to handle imports/exports, MS Project imports, and bulk field uploads.

•   Planview Product Familiarity — Any exposure to Planview's portfolio or release management product suite.

Lead Cloud Reliability Engineer

Job Responsibilities

● Lead and manage the Cloud Reliability teams to provide strong Managed Services support to end-customers.

● Isolate, troubleshoot and resolve issues reported by CMS clients in their cloud environment

● Drive the communication with the customer providing details about the issue, current steps, next plan of action, ETA

● Gather client's requirements related to use of specic cloud services and provide assistance in seing them up and resolving issues

● Create SOPs and knowledge articles for use by the L1 teams to resolve common issues

● Identify recurring issues, perform root cause analysis and propose/implement preventive actions

● Follow change management procedure to identify, record and implement changes

● Plan and deploy OS, security patches in Windows/Linux environment and upgrade k8s clusters

● Identify the recurring manual activities and contribute to automation

● Provide technical guidance and educate team members on development and operations. Monitor metrics and develop ways to improve.

● System troubleshooting and problem-solving across plaorm and application domains. Ability to use a wide variety of open-source technologies and cloud services.

● Build, maintain, and monitor conguration standards.

● Ensuring critical system security through using best-in-class cloud security solutions.

Qualifications

● 4-7 years experience in Cloud Infrastructure and Operations domains and IT operational experience preferably in a global enterprise environment.

● Specialize in one or two cloud deployment platforms: AWS, GCP

● Hands on experience with AWS/GCP services (EKS, ECS, EC2, VPC, RDS, Lambda, GKE, Compute Engine)

● Understanding of one or more programming languages (Python, JavaScript, Ruby, Java, .Net)

● Logging and Monitoring tools (ELK, Stackdriver, CloudWatch)

● Knowledge on Conguration Management tools such as Ansible, Terraform, Puppet, Chef

● Experience working with deployment and orchestration technologies (such as Docker, Kubernetes, Mesos)

● Good analytical, communication, problem solving, and learning skills.

● Knowledge on programming against cloud plaorms such as Google Cloud Platform and lean development methodologies.

● Strong service aitude and a commitment to quality.

● Willingness to work in shifts.

Senior Platform & Site Reliability Engineer

Location: Remote Employment Type: Contract

The Role

This role carries full architectural and operational ownership of the platform layer across a growing SaaS portfolio. The Cloud Architect owns AWS infrastructure standards — VPCs, account structures, networking, and compute design. Everything outside that lane is yours: the CI/CD platform, the observability and reliability stack, the event streaming infrastructure, the deployment pipelines, and the incident engineering model.

Architectural decisions are yours to make and defend, standards are yours to define and enforce, and the reliability of 20+ enterprise SaaS products depends on what you and your team build.

This is an AI-native engineering organisation. Where it is practical and safe to do so, you are expected to use automation and AI-assisted tooling to reduce toil — in CI/CD triage, infrastructure provisioning, observability workflows, and acquisition onboarding. The expectation is not to replace engineering judgement with automation, but to free it up for the problems that genuinely require it.

The Scale You Will Operate At

The portfolio consists of 20+ live, enterprise-grade SaaS solutions running concurrently. Each product serves enterprise customers and processes millions to billions of real-time requests. The architecture is serious: event streaming for real-time data pipelines, batch processing workloads running alongside live transaction flows, and multi-tenant enterprise-grade reliability expectations across every product.

You will design and operate the platform infrastructure that underpins all of it — scaling horizontally as each new acquisition joins the portfolio, without proportionally scaling cost, complexity, or headcount.

What You Will Own

Platform Architecture

• Full architectural ownership of the non-AWS toolchain: CI/CD, observability, event streaming, automation, secrets, and deployment infrastructure
• Define, build, and enforce platform standards across portfolio products
• Terraform IaC for all infrastructure — nothing provisioned manually, everything versioned and reviewed
• Self-service developer platform so product teams ship without waiting on platform

Event Streaming & Pipeline Infrastructure

• Own the event streaming architecture, operational standards, and health monitoring across all products using real-time pipelines
• Design and maintain batch processing infrastructure alongside live event flows
• Ensure pipeline reliability, throughput, and cost are actively managed at scale

CI/CD & Deployment

• Build and maintain CI/CD pipelines (GitHub Actions) across all portfolio products
• Automate triage and retry logic for known failure classes — flaky tests, dependency timeouts, OOM kills — so engineers are only paged for genuinely novel failures
• Deployment standards: release management, rollback mechanisms, canary and blue-green patterns where justified

Observability & Reliability

• Own the full observability stack: Grafana, Prometheus, and Loki across all products
• SLOs and error budgets defined per product; reliability tracked consistently
• Build alerting that correlates signals and surfaces diagnostic context alongside notifications — so on-call engineers arrive at an incident with hypotheses, not a blank screen
• Incident response: on-call design, escalation playbooks, post-mortem facilitation
• Automated remediation scoped to safe, idempotent actions — container restarts, ECS task scaling, known rollback patterns; novel or ambiguous failures escalate to a human with full context attached

Acquisition Onboarding

• Platform audit and gap analysis for every new acquisition — assessing CI/CD maturity, IaC coverage, observability gaps, and security posture
• Migration plan and execution for each portfolio company joining the platform — sequenced to avoid disrupting live operations
• Target: full platform integration within a defined window per acquisition

A Note on Automation

Where automation is safe and failure modes are well understood — routine provisioning, known CI/CD failure classes, secrets rotation, cost anomaly flagging — aggressive automation is expected. Where automation would act on ambiguous signals or carry significant blast radius, human judgement stays in the loop. The goal is to reduce toil on solved problems, not to automate decisions that require engineering expertise.

Platform Stack

Area Stack / Standard IaC Terraform OSS / OpenTofu CI/CD GitHub Actions Event Streaming Architecture and tooling chosen for the workload Observability Grafana, Prometheus, Loki Log Management AWS CloudWatch, Grafana Loki Incident Management OpsGenie (startup tier) or Better Uptime Secrets AWS Secrets Manager / HashiCorp Vault OSS Containers ECS (default), EKS only where justified Cost Monitoring AWS Cost Explorer with custom dashboards What We’re Looking For

• 8–12 years in platform engineering, DevOps, or SRE — with clear evidence of increasing ownership over time
• Strong Terraform depth across multi-environment, multi-account setups
• CI/CD ownership across a multi-product environment with GitHub Actions
• Experience with event streaming infrastructure at production scale — design, operations, reliability, and cost management
• Hands-on Grafana, Prometheus, and Loki in production
• AWS operational depth: ECS, EKS, RDS, IAM, VPC, CloudWatch, Cost Explorer
• SRE fundamentals: SLOs, error budgets, on-call design, post-mortem culture
• Acquisition or greenfield platform integration experience strongly preferred

How You Work

• Comfortable operating across multiple products simultaneously — context-switching without dropping standards
• Cost-efficiency instinct — you optimise spend as a habit, not as a project
• You treat automation as a tool for eliminating toil, not a substitute for engineering judgement
• You document decisions, enforce standards through code, and build platforms that other engineers find intuitive to use

Why This Role

The platform function is being built from the ground up. You will have architectural ownership of the entire non-AWS platform layer across a growing portfolio of enterprise SaaS products, with the freedom — and responsibility — to build the reliability and delivery culture of the organisation.

This is not a role that inherits someone else’s decisions and maintains them. Every major architectural choice is still to be made. If you want to build something that lasts and that other engineers depend on, this is the role.

About the Role:

We are looking for a Customer Success Executive to manage day-to-day customer support, relationship management, and retention for our growing D2C wellness business. The ideal candidate should have strong communication skills and a genuine sense of empathy, while ensuring every customer has a smooth, satisfying experience with our brand.

Key Responsibilities:

1. Manage day-to-day customer interactions across email, chat, and calls.

2. Respond to customer queries and concerns accurately and promptly.

3. Maintain and update customer records and interaction history on our CRM.

4. Track customer satisfaction and health metrics; flag at-risk or unhappy customers proactively.

5. Handle escalations and difficult conversations with empathy and sound judgment.

6. Educate customers on product usage, ingredients, and routines to improve outcomes and encourage repeat purchases.

7. Coordinate with the operations/logistics team on order issues, returns, and delivery concerns.

8. Collect and organize customer feedback and share actionable insights with the product and marketing teams.

9. Maintain and improve FAQs, help documentation, and response templates.

10. Monitor reviews and ratings across marketplaces (Amazon, Flipkart, website, social media, etc.) and respond where required.

Other requirements:

• Experience in customer support, customer success, or a related role (Not Mandatory but is an added advantage).
• Excellent verbal and written communication skills.
• Hands-on experience with CRM or helpdesk tools.
• Working knowledge of MS Excel or Google Sheets.
• Close attention to detail and accuracy in maintaining customer records.
• Ability to work independently and manage multiple conversations.
• Experience in a D2C, e-commerce, or wellness/health company is an added advantage.
• High level of empathy and patience.
• Strong ownership and accountability.
• Organized and detail-oriented approach.
• Willingness to learn and grow in a fast-paced startup environment.

Annual CTC: ₹ 2,50,000 / year.

Work-in-office role - Near Kudlu Gate Metro Station.

Location: Pune (WFH)

Shifts: Night (6:30 PM – 3:30 AM) / Early Morning (4 AM – 1 PM)

About StarApps Studio

StarApps Studio is a product-driven SaaS company building Shopify apps that power thousands of online stores. We’ve developed 6 highly-rated Shopify apps (averaging 4.9★) used by 30,000+ Shopify merchants worldwide, including over 1,000 Shopify Plus stores. In just a few years, our bootstrapped team grew from $5.5M to $10M in Annual Recurring Revenue (ARR) by obsessing over quality and merchant success. We’re a tight-knit, 20-person team based in Baner, Pune, on a mission to help e-commerce brands create world-class shopping experiences.

About the Role

As a Customer Success Specialist, you’ll be the voice and support behind our mission to simplify e-commerce success. Your role is pivotal in building relationships, ensuring customer satisfaction, and driving engagement. This is primarily a chat process role.

Key Responsibilities

• Engage with Clients: Provide exceptional support over chat and email with clear, positive, and trustworthy communication. Occasionally handle calls if required.
• Build Relationships: Create meaningful connections, ensuring every merchant interaction is memorable.
• Master Products: Develop expertise in our products to offer confident and effective guidance.
• Drive Value: Identify opportunities to enhance customer experiences and boost sales.
• Solve Problems: Proactively resolve issues, building trust and satisfaction.
• Advocate for Feedback: Share customer insights with internal teams to fuel continuous improvement.

What We’re Looking For

• Technical Troubleshooter: A logical mindset with strong debugging skills and hands-on HTML/CSS experience. (Mandatory)
• Charismatic Communicator: A confident, engaging personality with excellent verbal and written communication skills.
• Customer-Focused Experience: Proven success in customer-facing roles, preferably in B2B SaaS or e-commerce.
• Strategic Thinker: Ability to anticipate customer needs and create value-driven interactions.
• Quick Learner: A strong desire to learn about our products and the e-commerce landscape.

Why Join Us

• Competitive Pay: Reflective of your contributions and impact.
• Supportive Leadership: Work with innovative leaders who encourage growth.
• Career Development: Opportunities for learning and professional advancement.
• Recognition: A culture that celebrates hard work and creativity.
• Inspiring Environment: Be part of a team driving innovation in e-commerce.

What to Expect in the Hiring Process

1. Written Assignment: Showcase your support and technical skills, and your approach to customer success.
2. Call with CS Head: Gain insights into our vision and discuss how you can contribute.
3. Final Culture Fit & Salary Negotiation Round with the Founder.