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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
Our client is an alumni networking platform for schools, colleges and companies where alumni can signup and connect with each other. The top 1000 alumni networks, with over 2 million people are active on the platform. They are deeply integrated with all social media and helps to build one consolidated and powerful channel to engage with the alumni.
Our client helps to connect with all the alumni communities on the go, Mobile App, Tablet, Website, Mobile Website, Facebook Application as well as email app. Over 80% of the communities have improved their alumni engagement considerably using the company's platform.
This Delhi based social platform based on private alumni network was founded in 2011 by serial entrepreneur and web technology evangelist. They have raised pre-Series A funding from Mohandas Pai and Aspiring Minds to scale its user base, as well as expand geographically, with US being the primary target.
As a Customer Success Manager, You will be Liaising with Colleges & School Alumni engagement teams to gather and understand their requirements.
What you will do:
- Developing a solid and trusting relationship between major key clients and the company by onboarding and managing them.
- Analysing client requirements, manage escalations, and propose features for
- development.
- Developing technical domain expertise and formulate strategies to drive user engagement.
- Forecasting and tracking key account metrics to derive insights and build a - success plan -with the appropriately identified objectives, milestones and metrics needed to achieve them
- Collaborating with the sales team to maximize profit by up-selling or cross-selling
- Designing presentations for client deliverables, presentations & training.
Desired Candidate Profile
What you need to have:
- 1-2 yrs of experience of working in a tech/software company
- Excellent communication and presentation skills to formulate & articulate technical, financial and value points
- Strong technical skills and capabilities to understand business applications, analytics and platform technologies
- Data-driven with exceptional analytical and problem solving skills
- Strong interpersonal skills to create and maintain customer relationship
Roles & Responsibilities
-
Be part of the customer success team and own a process in user onboarding journey
-
Own the Revenue Operations end-to-end for our Customers; helping out Customers from post-sales to program onboarding.
-
Ensure good customer experience and execute a feedback loop to improve the related processes
-
Understand Crio’s product offerings and customer acquisition process
-
Organize and manage work and report progress with CRM/Spreadsheets
Skills/Expectations
-
Good communication skills in English and Hindi (optional)
-
1+ years exp of customer handling roles preferred
-
Motivation and drive to learn and grow in career
-
Problem solving skills to handle work scenarios, take decisions and manage the work in a time effective manner
About the Organization
Real Estate Syndicators leverage SyndicationPro to manage billions in real estate assets and thousands of investors. Growing at 17% MoM, SyndicationPro is #1 Platform To Automate Real Estate Fund Raising, Investor Relations, & Close More Deals!
What makes SyndicationPro unique is that it is cash flow positive while maintaining a healthy growth rate and is backed by seasoned investors and real estate magnates. We are also a FirstPrinciples.io Venture Studio Company, giving us the product engineering, growth, and operational backbone in India to scale our team.
Our story has been covered by Bloomberg Business, Yahoo Finance, and several other renowned news outlets.
Why this Role
We are scaling our Customer Support & Success organization and you will have the opportunity to see how the systems and processes are built for an SaaS company that is rapidly scaling. Our Customer Support & Success Team is led by expierened SaaS Operators who can provide you the guidance and mentorship to growth quickly. You will also have the oppurtunity for faster than normal promotion cycles.
Roles and Responsibilities
- Work on Migrating sensitive customer data from a third-party investment platform or Excel to SyndicationPro with minimal supervision.
- Understand the client’s needs and set up the SyndicationPro platform to meet customer expectations.
- Analyze customer expectations and data to share an expected completion time.
- To manage multiple migrations at the same time to ensure migrations are completed within the stipulated time.
- Work closely with internal and customer-facing teams to deep dive on a customer migration request and workflow using our systems to ensure nothing falls to the bottom of the to-do list
- Reviewing data for deficiencies or errors, correcting any incompatibilities, and checking the output.
- Keep current on product releases and updates
Desired candidate profile:
- Proven data entry or Migration work experience will be an asset
- Experience with MS Office and data programs
- Attention to detail
- Confidentiality
- Organization skills, with an ability to stay focused on assigned tasks
Expectations from the candidate:
- 0-2 years of experience. Prior experience in SAAS environments will be an added advantage
- Resolve processing migration problems working with the technical team
- Pay attention to detail to maintain Data accuracy
- Self Motivated and willing to excel in strict /short deadline
- Have the ability to multitask as needed and time management skills
- Must be comfortable working during night shifts.

