Customer Success Manager at FinTech SaaS Firm · Bengaluru (Bangalore) · 4 - 6 years · ₹10L - ₹16L / yr · Posted 23 Feb 2023

Responsibilities :
- Get involved in the entire customer lifecycle from onboarding through the duration of their subscription period
- Provide product training to enable the customers to realize the potential of Empuls.
- Identify product usage gaps and provide actionable solutions to the customers.
- Build value-based relationships with customers and create Xoxoday champions.
- Conduct Strategic Business Reviews (EBRs and QBRs) to understand customer lifecycle milestones, communicate the value of our product, showcase ROI,
- Drive desired customer outcomes through a consultative approach.
- Identify opportunities for upselling and cross-selling along with the Account Managers.
- Communicate and brainstorm with the product team on customer feedback and help refine the product roadmap.
- Work with the marketing team to execute customer surveys, case studies, etc.
- Optimize existing processes within the company and actively enhance all Customer Success initiatives.
- Drive customer advocacy through reviews, testimonials, and customer meetups; and create a center of excellence within the customer's organization.
Requirements:
- Has relevant 4 to 6 years of work experience in a Customer Success role in a B2B SaaS company
- Hands-on with tools like Pendo, HubSpot, Postman etc.
- Should be open to aligning with the different time zones based on business requirements.
- Showcases exemplary written and verbal communication skills to work with Global Customers.
- Has worked directly with Customers in the Americas or European region.
- Has an exceptional ability to communicate and foster positive business relationships.
- Demonstrates a deep understanding of customers concerns and thoughts regarding the use of products.
- Managed customers across different segments in the past and knows how to manage them differently.
- Exhibits a true passion for customers and for Customer Success.
What can you look for?
This a wholesome opportunity in a fast-paced environment that will enable you to juggle between concepts, yet maintain the quality of content, interact, and share your ideas and have loads of learning while at work. Work with a team of highly talented young professionals and enjoy the benefits of being at Xoxoday.
We are
Xoxoday is a rapidly growing fintech SaaS firm that propels business growth while focusing on human motivation. Backed by Giift and Apis Partners Growth Fund II, Xoxoday offers a suite of three products - Plum, Empuls, and Compass. Xoxoday works with more than 2000 clients across 10+ countries and over 2.5 million users. Headquartered in Bengaluru, Xoxoday is a 300+ strong team with four global offices in San Francisco, Dublin, Singapore, New Delhi.
Way forward
We look forward to connecting with you. As you may take time to review this opportunity, we will wait for a reasonable time of around 3-5 days before we screen the collected applications and start lining up job discussions with the hiring manager. We however assure you that we will attempt to maintain a reasonable time window for successfully closing this requirement. The candidates will be kept informed and updated on the feedback and application status.

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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
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.
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- Drive Value: Identify opportunities to enhance customer experiences and boost sales.
- Solve Problems: Proactively resolve issues, building trust and satisfaction.
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- Charismatic Communicator: A confident, engaging personality with excellent verbal and written communication skills.
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- 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.
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- Inspiring Environment: Be part of a team driving innovation in e-commerce.
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Work Shift: US working hours - Mandatory
Job Description
RunLoyal is looking for an experienced and customer-focused Senior Customer Onboarding Specialist to lead the onboarding of new customers onto the RunLoyal platform. This is a senior, high-autonomy role responsible for owning the customer relationship after the sales handoff - evaluating fit against RunLoyal's Ideal Customer Profile (ICP), gathering business requirements, and translating them into a fully configured, validated portal. You will work closely with Development, Infrastructure, QA, and Support teams to ensure customers are set up correctly, while also mentoring junior onboarding team members and supporting Customer Success operations.
Key Responsibilities
- Serve as the primary point of contact for customers immediately after sales handoff through onboarding completion.
- Evaluate incoming customers against RunLoyal's Ideal Customer Profile (ICP) to confirm platform fit.
- Gather and document detailed business requirements through customer calls, discovery sessions, and follow-ups.
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- 3-4 years of experience in solution consulting, implementation, onboarding, or a customer-facing technical role (SaaS experience preferred).
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- Prior experience mentoring or reviewing the work of junior team members.
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- Experience working in a SaaS startup or scale-up environment.
Education
- Bachelor's degree in Engineering, Business, IT, or a related field.










