IT Manager

• Customer Onboarding: Proven experience in managing customer onboarding processes, ensuring customers feel supported and confident as they begin using a product or service. Ability to simplify complex product features and make them easily understandable for users of varying technical abilities.
• Account Management: Experience in managing customer accounts throughout the entire lifecycle, from initial onboarding to long-term relationship management. Ability to handle multiple accounts and prioritize effectively to meet customer needs.
• CRM Tools: Proficient in using Customer Relationship Management (CRM) tools (e.g., Salesforce, HubSpot, Zoho) to track customer interactions, manage workflows, and maintain detailed records. Experience with CRM tools to generate reports and monitor account health is highly beneficial.
• SaaS Support: Knowledge of SaaS (Software as a Service) products and the customer support processes associated with them. Understanding of common customer challenges in the SaaS space and best practices for providing proactive support.
• Communication Skills: Strong verbal and written communication skills. Ability to convey information clearly and effectively, whether it’s answering customer questions, delivering presentations, or drafting customer documentation. Active listening skills to better understand customer needs and provide meaningful solutions.
• Relationship Building: Ability to build and maintain long-lasting, trust-based relationships with customers. A focus on understanding customers' pain points and offering solutions that drive value and satisfaction. Excellent interpersonal skills, with the ability to engage stakeholders at all levels of an organization.
• Problem-Solving: Strong problem-solving abilities, with the capability to identify root causes of customer issues and resolve them efficiently. Creative thinking to propose solutions that are in line with both customer needs and company objectives.

Nice-to-Have Skills:

• Technical Aptitude: A basic understanding of technical concepts related to SaaS products, APIs, integrations, and system configurations, enabling you to communicate effectively with technical teams and assist customers with more complex issues.
• Upselling & Renewals: Experience in identifying upsell opportunities or renewing subscriptions based on customers’ evolving needs and business goals. Understanding of the sales process and ability to articulate the value of additional features or products to customers.
• Multi-Language Proficiency: Fluency in additional languages to engage with a broader customer base (particularly beneficial in multi-national companies).

Personal Attributes:

• Customer-Centric: A deep passion for helping customers achieve their goals and ensuring their satisfaction. Always striving to exceed customer expectations and provide them with a positive experience.
• Adaptable: Ability to thrive in a fast-paced, evolving environment. Willingness to learn new tools and systems and adapt to changing business needs.
• Team Player: Ability to work collaboratively with cross-functional teams, including product, sales, and support. Focused on teamwork and maintaining open, transparent communication with colleagues to provide customers with a seamless experience.
• Proactive: Self-motivated with a proactive approach to managing customer accounts. Comfortable reaching out to customers with check-ins, product updates, or to preemptively addressing potential concerns.

Position Summary

We are seeking highly motivated and customer-oriented professionals for the role of Process Associate for an International Voice and Non-Voice Process. The ideal candidate will have excellent communication skills, a problem-solving mindset, and a passion for delivering a top-tier customer experience.

Key Responsibilities

• Manage customer interactions via phone, email, or chat in a professional and timely manner.
• Resolve customer queries, issues, or complaints with accuracy and empathy.
• Maintain detailed records of customer interactions in the system.
• Collaborate with internal teams for escalations and resolution follow-ups.
• Uphold service quality standards and contribute to continuous improvement.

Qualifications & Requirements

• Education: 12th Pass, Diploma, Graduate, or Postgraduate
• Experience: Freshers and experienced professionals (up to 3 years) are encouraged to apply

Skills:

• Excellent verbal and written communication in English
• Strong interpersonal and problem-solving skills
• Basic computer proficiency (MS Office, typing skills)
• Ability to work in a fast-paced, team-oriented environment
• Willingness to work in rotational shifts (including night shifts)

Perks & Benefits

• Competitive salary with performance-based incentives
• Night shift allowances and cab facility
• One-time complimentary meal during shifts
• Opportunities for internal growth and role advancement
• Exposure to international client processes and professional development

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:

1. Answering day to day client queries and providing creative solutions
2. Working on large scale project that optimize our clients’ workflows
3. Training clients on the EDS platform
4. Helping to improve client documentation, writing help articles, or creating how to videos
5. Becoming an expert on the EDS platform

Desired Skills / Qualifications:

1. Candidate should possess a Bachelor or master’s degree in finance or Applied Statistics & Analytics.
2. Experience of working at financial services/technology company((ie FactSet, MSCI, Enfusion, S&P, etc).
3. Ability to manage multiple projects and work collaboratively.
4. Should have excellent writing and verbal communication skills.

Benefits and Perks:​

1. Atmosphere of growth and opportunity
2. Collaborative culture of smart, young and dedicated people
3. Super modern WeWork office with the cappuccino on tap, ping pong tables, and exciting atmosphere
4. Other perks and employee benefit

The role is about 70% support (aka reactive > keeping the customer happy) and 30% success (aka pro-active > helping the customer get success with LimeCall to stick and love us).

On the SUPPORT side, you’ll be doing things like… (80% of your day)

• Helping customers and potential customers on LIVE Chat (we use Intercom)
• Figuring out the “problem” the customer is having with our software. ("My text didn’t get sent, what happened?")
• Manage customer success pipeline (we use Hubspot)
• Relaying bugs to our development team to get taken care of (we use Jira)
• Creating user stories around customers wants, needs, issues (Asana)
• Using Stripe to process payments, refunds, and all things billing
• Create systems for tracking bugs, feature requests, and better ways to improve our support process and channel
• Create, edit, and continuously update our knowledge-base so our customers don’t have to bother you on how to do the simple things.
• Create videos and animated gif's that show people how to DO things (people love walk-throughs)

On the SUCCESS side, here are some things that you’ll be doing… (30% of your day)

• Host group & 1-on-1 demo’s, webinars, and training with leads and customers weekly and monthly
• Create surveys and google forms to gain feedback from current customers
• Reach out to “likely to churn” customers to help them get value from Salesmsg
• Engage with canceling customers and design a system for tracking for later followup.
• Speak with customers on the phone, text message, live chat, email, and other channels to help them with whatever questions they have.
• Onboard new customers

Customer service and care of the customers

• By entering customer data in to the data base
• By updating customer information
• By handling customer telephone calls and making required activities
• By actively preventing terminations of contracts and reduce of purchased services
• By handling customer feedback and making required activities
• By making customer satisfaction surveys
• By follow up of first delivery to new customer
• By follow up of contract termination and final invoicing
• By making invoicing to customers
• By printing of delivery lists
• By archive of customer documents

• Enhance Customer satisfaction
• Drive Product engagement and help the customers succeed
• Liasoning with Veris clients on daily operations 
• Onboard new customers/clients.
• Building and maintaining relationships with Veris customers across the globe. 
• Working with management on operations strategy and streamlining 
• Schedule and complete quarterly/annual business reviews.
• Client MIS reporting and analytics 
• Working closely with the operations team to ensure strict adherence of service deliverables. 
• Client problem troubleshooting 
• Internal management reporting 

We are looking for: 

• Energetic, motivated, and driven 
• “Get it done” attitude `
• Ability to lead and manage teams
• Clarity of thought & good problem-solving capabilities
• Education is no bar, but a good one always helps 
• Good with computers and technology
• Excellent verbal & written communication skills 

Responsible for planning, implementing and directing the sales activities of the company in a designated area to achieve sales objectives.

Duties and Responsibilities

• develop a sales strategy to achieve organizational sales goals and revenues
• set individual sales targets with the sales team
• delegate responsibility for customer accounts to sales personnel
• co-ordinate sales action plans for individual salespeople
• oversee the activities and performance of the sales team
• ensure sales team have the necessary resources to perform properly
• monitor the achievement of sales objectives by the sales team
• liaise with other company functions to ensure achievement of sales objectives
• evaluate the performance of sales staff
• provide feedback, support, and coaching to the sales team
• plan and direct sales team training
• assist with the development of sales presentations and proposals
• develop online sales platforms
• co-ordinate and monitor online sales activity
• investigate lost sales and customer accounts
• track, collate and interpret sales figures
• forecast annual, quarterly and monthly sales revenue
• generate timely sales reports
• develop pricing schedules and rates
• formulate sales policies and procedures
• help prepare budgets
• control expenses and monitor budgets
• maintain inventory control
• conduct market research and competitor and customer analysis
• analyze data to identify sales opportunities
• develop promotional ideas and material
• attend trade meetings and industry conventions
• cultivate effective business relationships with executive decision-makers in key accounts

Education and Experience

• business degree or related professional qualification
• experience in all aspects of planning and implementing sales strategy
• technical sales skills
• proven experience in customer relationship management
• knowledge of market research
• experience in managing and directing a sales team
• relevant product and industry knowledge

• solid understanding of digital sales platforms
• experience with relevant software applications

Key Competencies and Skills

• excellent written and verbal communication skills
• organization and planning
• problem analysis and problem-solving
• information management
• team-leadership
• formal presentation skills
• persuasiveness
• adaptability
• innovation
• judgment
• decision-making
• stress tolerance

Job Type: Full-time