Operations executive

About MyOperator

MyOperator is a Business AI Operator, a category-leader that unifies WhatsApp, Calls, and AI-powered chat & voice bots into one intelligent business communication platform. Unlike fragmented communication tools, MyOperator combines automation, intelligence, and workflow integration to help businesses run WhatsApp campaigns, manage calls, deploy AI chatbots, and track performance — all from a single, no-code platform. Trusted by 12,000+ brands including Amazon, Domino's, Apollo, and Razorpay, MyOperator enables faster responses, higher resolution rates, and scalable customer engagement — without fragmented tools or increased headcount.

Role Overview

The Team Lead Customer Success will lead a team of Customer Success Representatives, ensuring high levels of customer satisfaction, retention, and growth. This role involves managing team performance, driving process improvements, and fostering strong customer relationships. 

Responsibilities: 

Revenue Growth and Retention: 

• Drive upsell and cross-sell initiatives to maximize customer value. 
• Implement strategies for revenue retention and expansion within the existing customer base.
• Monitor and improve product adoption rates among customers. 
• Develop and execute churn management strategies to minimize customer attrition.

Team Leadership and Management: 

• Lead, mentor, and develop a team of Customer Success Representatives
• Set team goals, monitor performance, and provide regular feedback and coaching.
• Conduct performance reviews and identify training needs. 
• Ensure team adherence to established processes and best practices. 

Customer Relationship Management: 

• Oversee and manage key customer relationships. 
• Address and resolve escalated customer issues in a timely and effective manner.
• Proactively identify and mitigate potential customer risks. 
• Drive customer satisfaction and loyalty initiatives. 

Client Onboarding: 

• Oversee the onboarding process for new clients, ensuring a satisfactory experience.
• Develop and refine onboarding procedures to facilitate future upsell and cross-sell opportunities. 

Process Improvement and Optimization: 

• Identify areas for process improvement within the Customer Success department.
• Develop and implement strategies to enhance efficiency and effectiveness.
• Monitor key metrics and generate reports on team and customer performance.
• Utilize data to make informed decisions and drive continuous improvement. 

Collaboration and Communication: 

• Collaborate with other departments, including Sales, Product, and Support, to ensure a seamless customer experience. 
• Communicate effectively with team members, management, and customers.
• Participate in meetings and provide updates on team activities and customer issues. 

Qualifications

• Bachelor’s degree in Business Administration, Marketing, or a related field.
• 3+ years of experience in customer success and account management. 
• 2+ years of prior experience in a team lead or management role. 
• Proven experience in customer success, account management, 
• Proven team management experience.
• Strong communication, interpersonal, and problem-solving skills. 
• Proficiency in CRM software and other relevant tools. 
• Experience in the cloud telephony or SaaS industry is a plus. 

Key Skills: 

• Leadership and team management 
• Customer relationship management 
• Process improvement 
• Communication and interpersonal skills 
• Problem-solving 
• Data analysis 
• CRM software proficiency 

Additional Information 

• Opportunity for growth and advancement. 
• Dynamic and collaborative work environment 
• Chance to work with cutting-edge technology and solutions.

We are looking for an experienced Customer Success Executive (CSM) to join our team. The ideal candidate will be responsible for key account management, upselling, cross-selling, handling escalations, and ensuring customer satisfaction.

Roles and Responsibilities:

● Key Account Management: Serve as the primary point of contact for assigned key accounts, ensuring smooth communication and excellent service delivery.

● Upselling & Cross-Selling: Identify opportunities to expand product adoption within existing accounts and drive revenue growth.

● Customer Retention & Satisfaction: Build strong, long-term relationships with clients, ensuring they derive maximum value from our products/services.

● Handling Escalations: Act as a problem-solver by addressing client concerns promptly and effectively, ensuring a seamless resolution process.

● Client Advocacy: Serve as the voice of the customer within the organization, providing feedback to internal teams to enhance the customer experience.

● Data-Driven Insights: Monitor key customer success metrics and proactively take measures to improve engagement and satisfaction.

● Collaboration: Work closely with sales, product, and support teams to enhance overall customer experience and drive business growth.

WHAT WILL YOU NEED TO SUCCEED?

● Experience: 3+ years of experience in a Customer Success, Account Management, or Client Relations role in a B2B or SaaS environment.

● Communication Skills: Exceptional verbal and written communication skills with the ability to engage and influence key stakeholders.

● Client Handling Expertise: Proven track record of managing enterprise clients, resolving escalations, and driving business value.

● Sales Acumen: Experience in upselling, cross-selling, and identifying new opportunities within existing accounts.

● Problem-Solving Skills: Ability to think critically and address client concerns efficiently.

● Tech-Savvy: Familiarity with CRM tools and customer success platforms is a plus.

● Team Handling: Experience in managing and mentoring a team to ensure high performance and effective client service.

Location: Indiranagar Bangalore

About the Company:

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Our client is led by seasoned bankers and works with the largest and most reputed investors.

About the Role:

Role: PMS Operations

This role reports to Managing Director – PMS

Location - Ahmedabad

Candidate shall be responsible for:

• Managing day-to-day operational activities like preparing & executing transactions, updating portfolio sheets, etc

• Month-end reports reconciliation as per SEBI format

• Preparation of MIS

• Assisting the sales team with client/distributor information requests

Qualification:

• 5+ years of experience in PMS / Broking Operations

• Advanced proficiency in Microsoft Excel

• Graduate with a basic understanding of the stock market & PMS

Roles & Responsibilities: 

• Responsible for the implementation and support for Safetrax tool for large corporates and fleet partners 
• Act as single point contact for all client queries. 
• Serve as a primary point-of-contact for Client satisfaction and act as the liaison between the clients, sales and other functional groups. 
• Managing the entire show of Account Management and supporting clients.
• Owning the long term as well as the short-term growth strategy of the account(s).
• Participate in internal planning activities to develop schedules and align resources for projects and support activities. 
• Showcasing a consulting mindset by acting as a solution provider rather than an order taker. 
• Find opportunities to bring in automation/orchestration in order to enhance client service experience. 
• Respond to queries from potential and existing customers, communicate Safetrax's value proposition and negotiate deals successfully. 
• Understand client needs and address within defined TAT 

Knowledge & Experience: 

• Bachelor's degree and demonstrated prior Account/Service Management experience.
• Information Technology experience 
• Strong written and oral communication skills. 
• Strong Microsoft Office skills (Excel, PowerPoint ) 
• Strong aptitude for learning new technologies and processes and an understanding of how to apply these in a customer facing environment 
• Understand technical risks and supportability parameters 
• Strong decision-making skills. 
• The ability to analyse, think innovatively, adapt and drive new best practices.
• The ability to farm the account through relationship management.

• Developing and communicating shipment schedules.
• Liaising with vendors and carrier services to coordinate logistics and timelines.
• Assisting customers and resolving shipment issues and complaints.
• Preparing and maintaining shipment paperwork, records, and digital databases.
• Collect shipping data from various websites/documents and enter in the database system.
• Create spreadsheets with extracted data without mistakes.
• Verify / Analyze data by comparing it to source documents, update existing data
• Performing additional duties as needed.
• Prepare daily reports/summaries and send it to Managers / TLs / Clients etc.
• Good typing/communication skills.

About Paytail: 

We are a young Fintech Company providing BNPL Solutions and enabling instant digital finance and easy EMI’s across millions of merchants across the country. We are on the mission of simplifying affordable buying for the consumer across segments. Paytail is backed by Cholamandlam Investments, and few large Angel Investors.

Why Paytail:

Complete Ownership: Take responsibility for whatever work you do with little or no interference, get awarded on the successes for whatever work you do with little or no interference, and be accountable for the slip-ups.

Feedback driven Culture: “Feedback is the breakfast for the champions” and thus we believe feedback helps people & organization improve.

Work with top talent: Get doors open for new learning, our team is being led by the best minds in the industry.

Open Work Culture: Everyone from the CEO is easily accessible. Have any new ideas you think can revolutionize the workplace? Or, do you have some concerns about your work? Feel free to talk to the leadership.

Skills, Responsibilities & Requirements:

- 5 + years of experience with a minimum of 3 years of experience working as Key Account Manager or Customer success roles handling $ 100 Million + Accounts.

- Graduate degree in Engineering, Business, MBA is Plus

- Understanding of Fintech & lending domain across the country is a plus

- Excellent written and verbal skills and good knowledge of Excel

- Ability to work in cross-functional teams

- Build and maintain strong long-lasting relationships with assigned accounts and stakeholders.

- Understand various analytics of our customers and craft and implement strategies to grow.

- Deliver metrics and analysis to customers to ensure that they understand the value of Paytail

platforms.

- Scheduling and owning reviews like MBR, QBR with key stakeholders at the customer end.

- Owning Expansion within the set of assigned accounts.

- Work to develop and circulate the set of best practices that will be the foundation of this growing

team.

- Drive customer decision making by aligning Paytail’s value proposition with corporates problem

statements.

- Thoughtfully engage Enterprise Sales and cross-functional leaders to advance large sales pursuits.

- Coordinate internally for prompt resolution of any complaints (Enterprises) and ensure the best

possible customer experience.

- Thoughtful and empathetic by nature.

• Recieving
• QC Check
• Stacking
• Inventory Managment
• Delivery
• People Management
• Retail Operations