Customer Success Manager at Equity Data Science · Mumbai · 1 - 2 years · Raised funding · Posted 7 Nov 2024

Customer Success Manager
Job Type: Full Time
Job Location: Malad Mumbai
Experience: 1 - 2 Years
Rotational Shift: 02:30 pm to 11:30 pm05:00 am to 02:00 pm08:00 pm to 05:00 am
About the Role:
We are looking for a Customer Success associate with strong experience in client management, customer success, support or account management. One should have a strong understanding of investment management workflows and operations, client facing experience and ability to manage multiple projects and work collaboratively.
Responsibilities:
- Answering day to day client queries and providing creative solutions
- Working on large scale project that optimize our clients’ workflows
- Training clients on the EDS platform
- Helping to improve client documentation, writing help articles, or creating how to videos
- Becoming an expert on the EDS platform
Desired Skills / Qualifications:
- Candidate should possess a Bachelor or master’s degree in finance or Applied Statistics & Analytics.
- Experience of working at financial services/technology company((ie FactSet, MSCI, Enfusion, S&P, etc).
- Ability to manage multiple projects and work collaboratively.
- Should have excellent writing and verbal communication skills.
Benefits and Perks:
- Atmosphere of growth and opportunity
- Collaborative culture of smart, young and dedicated people
- Super modern WeWork office with the cappuccino on tap, ping pong tables, and exciting atmosphere
- Other perks and employee benefit

About Equity Data Science
About
EDS helps many of the world’s leading hedge funds and asset managers to make smarter investment decisions. We do this by harnessing public and private data on a modern, efficient and actionable user interface to serve best-in-class analytics and insights that accelerate superior investment ideas, research management and decision-making.
Our platform was created and road tested with the support of several top investment funds from 2012 before being made commercially available to the industry in 2017. We now employ a team of more than 70 former portfolio managers, data scientists, analysts and engineers, with the goal of making the investment process simple, efficient and insightful.
Candid answers by the company
EDS supports leading hedge funds and asset managers in making smarter investment decisions. By combining public and private data on a modern, user-friendly interface, we deliver top-tier analytics and insights that drive better investment ideas, research management, and decision-making. Our platform, developed with input from top investment funds since 2012, became commercially available in 2017. Today, our team of over 70 former portfolio managers, data scientists, analysts, and engineers is dedicated to simplifying and enhancing the investment process.
Product showcase
Photos
Similar jobs (10)
Who you are ?
SERP Forge is looking for a proactive and client-focused Client Success Manager to help our clients achieve their SEO and link-building goals while building long-term relationships that drive retention and growth.
As a Client Success Manager, you'll serve as the primary point of contact for clients after they become customers. You'll work closely with our SEO, outreach, content, and sales teams to ensure smooth onboarding, exceptional communication, successful campaign execution, and outstanding client experiences.
This role is ideal for someone who enjoys building relationships, solving problems, managing projects, and helping clients get maximum value from the services they purchase.
What You'll Do
- Onboard new clients and understand their goals, requirements, and expectations
- Serve as the primary point of contact for assigned accounts
- Build strong relationships with clients and key stakeholders
- Coordinate with internal teams to ensure successful campaign delivery
- Provide regular updates, reports, and progress communication
- Manage feedback, approvals, revisions, and client requests
- Monitor account health and identify potential risks proactively
- Improve retention through excellent communication and service
- Identify upsell and cross-sell opportunities where appropriate
- Maintain accurate client records and activity history in Pipedrive
What We're Looking For
- Excellent written and spoken English
- Strong relationship-building and communication skills
- Strong organizational and project management abilities
- Ability to manage multiple client accounts simultaneously
- Problem-solving mindset
- High attention to detail
- Professional and confident client-facing communication
- Ability to handle difficult conversations diplomatically
Preferred Experience
- 3+ years of Client Success, Account Management, Customer Success, or Account Management experience
- Experience working in an SEO, digital marketing, SaaS, or agency environment
- Experience managing international clients
- Experience using CRM platforms such as Pipedrive, HubSpot, Salesforce, or Zoho CRM
- Experience working with remote teams
Bonus Points If You Understand
- SEO
- Link Building
- Digital Marketing
- SaaS Businesses
- Agency Operations
- Client Retention Strategies
- Customer Success Processes
Tools You'll Use
- Pipedrive
- Slack
- Google Meet
- Google Workspace
- Service Provider Pro
What Success Looks Like
Within your first few months, you'll be expected to:
- Manage client communications confidently
- Successfully onboard clients independently
- Maintain accurate CRM records
- Coordinate effectively with internal teams
- Build strong client relationships
- Identify opportunities to improve retention and account growth
Why Join SERP Forge?
- Fully remote role
- Work with international SaaS companies, agencies, and brands
- Direct impact on client retention and business growth
- Opportunity to help shape our client success processes
- Collaborative and growth-focused environment
- Long-term career progression opportunities
How to Apply:
Please send:
- Your resume
- A short introduction about yourself
- Details of your client-facing experience
- Any experience with SEO, digital marketing, SaaS, or agency services
Shortlisted candidates may be asked to complete a client communication assessment or account management exercise.
If you're passionate about building client relationships, delivering exceptional customer experiences, and helping clients succeed, we'd love to hear from you.
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
Location: Goregaon, Mumbai
Job Type: Full-Time
Experience: 5+ Years
Industry: Event Management
Job Summary
We are hiring an experienced Client Servicing Manager to manage client relationships, understand business requirements, and ensure seamless execution of projects. The ideal candidate should have strong communication skills, a client-first approach, and the ability to coordinate effectively with internal teams to deliver exceptional results.
Key Responsibilities
- Serve as the primary point of contact for clients.
- Build and maintain long-term client relationships.
- Understand client objectives and communicate requirements to internal teams.
- Coordinate across multiple departments to ensure timely project execution.
- Manage client expectations and provide effective solutions when needed.
- Track project progress and maintain regular communication with stakeholders.
- Prepare account status reports and post-project reviews.
- Identify opportunities to expand and strengthen existing client accounts.
- Address client concerns promptly and ensure high satisfaction levels.
- Stay informed about industry trends and market developments.
Required Qualifications
- Bachelor's degree in Business Administration, Marketing, Hospitality, or a related field.
- Minimum 5 years of experience in client servicing, account management, or a similar role.
- Strong relationship management and stakeholder handling skills.
- Excellent verbal and written communication skills.
- Ability to manage multiple projects simultaneously.
- Proficiency in MS Office and CRM tools.
Preferred Skills
- Strong problem-solving and organizational abilities.
- Detail-oriented with a proactive approach.
- Ability to work in a fast-paced environment and meet deadlines.
- Professional and customer-focused mindset.
Benefits
- Competitive compensation package.
- Career growth and development opportunities.
- Collaborative and professional work environment.
- Exposure to diverse and challenging projects.
Apply now if you have a passion for client relationship management and delivering exceptional customer experiences.
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.
We are looking for a Customer Relation Specialist to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have strong communication skills, a customer-first mindset, and a basic understanding of financial products.
Key Responsibilities
Act as the primary point of contact for clients regarding investments and account-related queries
Assist customers with onboarding, documentation, and KYC processes
Handle queries related to mutual funds, portfolios, transactions, and statements
Resolve customer issues promptly via phone, email, and chat
Coordinate with internal teams (operations, advisors, compliance) for issue resolution
Maintain accurate records of customer interactions in CRM systems
Provide timely follow-ups and proactive customer communication
Required Skills & Qualifications
Bachelor’s degree in Finance, Business, Commerce, or related field
1–3 years of experience in customer support, banking, or wealth management
Basic knowledge of mutual funds, investments, and financial markets
Excellent verbal and written communication skills
Strong problem-solving and interpersonal abilities
Comfortable using CRM tools and MS Office
Customer-centric attitude with attention to detail

Job Title: Customer Success Associate (International Process)
Location: Gurugram, Haryana
Work Mode: Work from Office
About the Role:
We are seeking passionate and customer-focused professionals to join our international support team. If you have excellent communication skills, a problem-solving mindset, and prior experience in customer service—especially within international or healthcare domains—this opportunity is for you.
As a Customer Success Associate, you will be responsible for managing and resolving customer queries efficiently while ensuring an exceptional service experience.
Key Requirements:
- Excellent English communication skills (C1 level – mandatory)
- Education: Graduates and Undergraduates both are eligible
- Minimum 1 year of experience in International Customer Support (Healthcare background preferred)
- Salary: Up to ₹35,000 CTC (₹30,517 in-hand)
- 5 Days Working with 2 rotational week-offs
- Rotational Shifts (24/7 environment)
- Two-way cab facility available (for hiring zone only)
Roles & Responsibilities:
- Handle inbound and outbound calls, chats, or emails from international customers.
- Provide prompt, accurate, and empathetic assistance for customer queries or concerns.
- Analyze customer issues and ensure first-contact resolution wherever possible.
- Escalate unresolved or complex issues to higher support tiers when necessary.
- Maintain detailed and accurate documentation of all customer interactions.
- Ensure adherence to process guidelines, SLAs, and quality parameters.
- Collaborate with internal teams to improve overall customer experience.
- Stay updated on product knowledge, policies, and procedures.
- Demonstrate a positive attitude and maintain professionalism under pressure.
Why Join Us:
- Competitive salary with performance-based growth opportunities
- Exposure to global customer experience standards
- Supportive work culture with professional development programs
Client Servicing Manager
Location: Goregaon, Mumbai
Experience: 3–8 Years
Employment Type: Full-Time
Industry: Event Management
Job Summary
We are looking for an experienced Client Servicing Manager to manage client relationships, understand client requirements, coordinate event execution and ensure successful delivery of events.
The ideal candidate should have strong client-facing skills and experience in event management, corporate events, experiential marketing, BTL or related industries.
Key Responsibilities
- Act as the primary point of contact for clients and build strong, long-term relationships.
- Understand client requirements, briefs and objectives.
- Coordinate with internal teams, vendors and stakeholders for smooth event execution.
- Manage client expectations and provide appropriate solutions and alternatives.
- Ensure timely and successful delivery of events as per client requirements.
- Prepare regular account status reports and conduct post-event evaluations.
- Identify opportunities for account growth, upselling and cross-selling.
- Handle client concerns and resolve issues effectively.
- Maintain high levels of client satisfaction.
- Stay updated on event industry trends and provide relevant insights.
- Manage multiple projects simultaneously while meeting deadlines and quality expectations.
Candidate Requirements
- 3–8 years of experience in Client Servicing / Account Management.
- Experience in Event Management / Experiential Marketing / BTL / Corporate Events preferred.
- Strong client relationship and stakeholder management skills.
- Excellent verbal and written communication skills.
- Strong presentation, negotiation and coordination skills.
- Ability to manage multiple projects and work under pressure.
- Strong problem-solving and organizational abilities.
- Good knowledge of MS Office and CRM software.
- Bachelor's degree in Business Administration, Marketing, Hospitality or a related field.
- Candidates based in Mumbai preferred.
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
- Written Assignment: Showcase your support and technical skills, and your approach to customer success.
- Call with CS Head: Gain insights into our vision and discuss how you can contribute.
- Final Culture Fit & Salary Negotiation Round with the Founder.























