Quality Analyst Lead

Client Success Engineer – Refined Job Description

Job Title: Client Success Engineer

Key Responsibilities

Customer Project Management

• Ensure all required order information is received and projects can be delivered within the committed timeline.
• Complete the Discovery Phase by gathering and validating customer requirements.
• Coordinate with customers and internal teams to ensure timely project completion.
• Create project plans and provide regular progress reports to customers.

Customer Service

• Handle customer calls whenever required and resolve escalated support cases.
• Support and resolve issues escalated by the First Level Support team.
• Ensure solutions are provided within the agreed turnaround time.
• Maintain accurate records of all customer interactions and case activities.
• Ensure services provided are properly billed and paid for.
• Document issues and resolutions through Knowledge Base Articles for future reference.
• Create and modify Crystal Reports as per customer requirements.

Training & Customer Enablement

• Plan, package, and deliver customer training sessions remotely or onsite.
• Help customers become familiar with the Windowmaker software through demos, trials, and guided sessions.
• Prepare presentations, training materials, and videos for advanced or complex features.
• Provide training and guidance to the First Level Support team.

Management Reporting

• Prepare and submit daily and weekly reports to management regarding project and support activities.

Data Projects

• Analyze customer requirements and prepare project specifications.
• Perform data setup and configuration based on approved specifications.
• Conduct code/release testing and quality assurance activities.
• Ensure compliance with company standards and processes.

Qualifications & Experience

• Engineering Graduate with basic computer knowledge, preferably in software or IT-related fields.
• 1 to 8 years of experience in Customer Support, Client Success, or Technical Support roles.
• Freshers with excellent communication skills are also encouraged to apply.
• Good analytical, problem-solving, and coordination skills.
• Strong verbal and written communication skills. 

Salesforce DevOps/Release Engineer

Resource type - Salesforce DevOps/Release Engineer

Experience - 5 to 8 years

Norms - PF & UAN mandatory

Resource Availability - Immediate or Joining time in less than 15 days

Job - Remote

Shift timings - UK timing (1pm to 10 pm or 2pm to 11pm)

Required Experience:

• 5–6 years of hands-on experience in Salesforce DevOps, release engineering, or deployment management.
• Strong expertise in Salesforce deployment processes, including CI/CD pipelines.
• Significant hands-on experience with at least two of the following tools: Gearset, Copado,Flosum.
• Solid understanding of Salesforce architecture, metadata, and development lifecycle.
• Familiarity with version control systems (e.g., Git) and agile methodologies

Key Responsibilities:

• Design, implement, and manage CI/CD pipelines for Salesforce deployments using Gearset, Copado, or Flosum.
• Automate and optimize deployment processes to ensure efficient, reliable, and repeatable releases across Salesforce environments.
• Collaborate with development, QA, and operations teams to gather requirements and ensurealignment of deployment strategies.
• Monitor, troubleshoot, and resolve deployment and release issues.
• Maintain documentation for deployment processes and provide training on best practices.
• Stay updated on the latest Salesforce DevOps tools, features, and best practices.

Technical Skills:

• Deployment ToolsHands-on with Gearset, Copado, Flosum for Salesforce deployments
• CI/CDBuilding and maintaining pipelines, automation, and release management
• Version ControlProficiency with Git and related workflows
• Salesforce PlatformUnderstanding of metadata, SFDX, and environment management
• Scripting
• Familiarity with scripting (e.g., Shell, Python) for automation (preferred)
• Communication
• Strong written and verbal communication skills

Preferred Qualifications:

Bachelor’s degree in Computer Science, Information Technology, or related field.

Certifications:

Salesforce certifications (e.g., Salesforce Administrator, Platform Developer I/II) are a plus.

Experience with additional DevOps tools (Jenkins, GitLab, Azure DevOps) is beneficial.

Experience with Salesforce DX and deployment strategies for large-scale orgs. 

ABOUT INCRUITER

InCruiter is a fast-growing AI-powered Stack Interview Intelligence Platform helping organizations hire smarter and faster using automation and AI-driven intelligence. With six products spanning interviewing, assessment, and hiring automation, we’re redefining how companies recruit at scale.

InCruiter is a market leader and one of India’s Top 3 players in this segment, with a wide range of clients across domestic and international markets. Our major clientele includes some of the large enterprises and Startups like EXL, Welspun, Dentsu, Manhattan Associates, ArcelorMittal, Telstra, Siemens, and so on.

ROLE OVERVIEW

We are looking for an experienced Customer Success Manager (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: 10+ 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. 

• Possesses a proficient level understanding of business analysis professional standards, business processes, workflows, methodologies and leading practices.
• Understands Project/Product Vision and Objectives and articulates the same to internal and external stakeholders
• Identifies and characterizes Product Users and other connected Internal and External stakeholders
• Gathers Product Requirements through techniques including Surveys, Workshops, Interviews, Site Visits etc.
• Assists the Product Owner by Analyzing, modularizing and documenting requirements in the form of Epics/Features, User Stories, Scenarios and other such industry-standard formats
• Helps detail out functional and non-functional requirements through modeling to enable easy comprehension by the development teams
• Assists the UI/UX teams to ensure functionality and product objectives are met/enhanced - Performs proxy user validation and acceptance testing at various logical milestones in the Product Development life cycle
• Monitor business analysis activities to ensure the traceability and optimum coverage of business requirements with change request backlog.
• Collaborates with application developers, designers, and architects to ensure a shared understanding of the business model and the detailed functional requirements.
• Manages the progress of projects by tracking activity, resolving issues, and recommending actions; Provides senior management and project management with regular updates on the deliverable timeline and project status.

• Play a critical role in managing the helpdesk tickets. Work with the clients to understand and prioritize needs while proactively suggesting future enhancements and improvements.
• Conduct user acceptance testing to ensure solutions are defect-free and achieve design requirements.

• Validates requirements to conform to Correctness, Completeness and Consistency and obtains sign-off from all stakeholders, by leveraging well-documented and comprehensive Acceptance Criteria and peer reviews.
• Responsible for product quality, project timeliness, and customer satisfaction.
• Leads or Assists in sales and pre-sales activities including the creation of sales material and product demos
• Responds proactively to both business and project issues and escalates appropriately.

• Balance multiple priorities and deliverables to maintain forward progress and ensure customer expectations are met
• Provide and maintain all project-related documentation including business requirements, workflows, active communication updates, procedures and approvals
• Analyzing market trends to develop strategies that improve sales productivity for the organization.
• Identify business areas that can be improved to increase efficiency and strengthen business processes.

• Managing both our existing sales pipeline and developing new business opportunities.
• Take a lead role in the development of proposals and presentations for new business materials to create and nurture business opportunities and partnerships.
• Identify trends and customer needs, building a short/medium/long-term sales pipeline in accordance with targets.
• Develop strategies and positions by analyzing new venture integration.
• Assist in the coordination and implementation of marketing strategies, and delegate tasks that achieve strategic goals.
• Motivate the team, track performance, and report metrics.
• Monitor and evaluate industry trends and customer drivers and meet regularly with management and stakeholders to discuss strategy.
• Manage proposal response process, including detailed RFP requirements, content creation, and inputs from various sources.
• Generate new leads, identify and contact decision-makers, screen potential business opportunities, select the deals online with strategies, and lead and facilitate pitch logistics.
• Develop and implement overarching outbound sales and business development strategy, sales processes, structure, and best practices across the company.
• Support deal structure and pricing with business value analysis; negotiate prices for proactive bids and proposals.
• Maintain and share professional knowledge through education, networking, events, and presentations.

Call Reception and Ticket Logging: Responsible for:

• Ensuring calls are answered professionally
• Ensuring that the relevant information is collected from a customer
• Ensuring that the correct level of priority is agreed with the customer
• Ensuring that the ticket is assigned to the correct engineer
• Ensuring that the engineer is aware that there is a new ticket assigned to their queue
  
  SLA Management: Responsible for:
• Ensuring that appropriate attention is paid to P1s
• TPMs engaged immediately for engineer dispatch to the site where applicable
• The customer is forwarded to an engineer for a possible remote fix
• Ensuring that all tickets are managed in line with SLAs
  
  Jeopardy Management: Responsible for:
• Ensuring that the ticket is managed in line with Company’s jeopardy management process
  
  Escalation Management: Responsible for:
• Ensuring that the ticket is escalated appropriately in line with Company’s escalation process
• Provide 1st line escalation to customers and channels (referring to Jeopardy and Escalation Manager)
• Provide 1st line escalation into TPM (referring to Jeopardy and Escalation Manager)
• Responsible for advising Service Centre Manager of any missing information in the knowledge database
  
  Communication Responsible for:
• Customer Communication
• Ensuring that the customer is updated regularly throughout the duration of the ticket
• Ensuring the quality of ticket input is of a high standard
• Ensuring that key internal contacts are advised of any issues
• Responsible for reading, understanding, and complying with Company’s Information Security policies.

FORMAL EDUCATION AND TRAINING

• Educated to an A-level minimum, with higher education qualification (degree or equivalent preferred). Alternatively, relevant and proven Industry experience would be accepted
• Industry or relevant business qualifications and accreditations would be desirable
• Proficiency involved in working in the service industry, with particular emphasis placed on customer focus issues.
• Ability to form close working relationships with the customer community, sub-contractors
• Excellent client-facing communications skills
• A Self-motivated team player with excellent interpersonal skills
• An outgoing individual willing to participate as part of a small and flexible team
• in European languages would be an advantage
• ITIL Foundation / ITIL v3 Foundation
• Overall telecommunications knowledge with an appreciation of the Nortel / Avaya / Genesys / AWS Product Sets

Key Competencies

• Customer Focused
• Relationship Building and Maintenance
• Decision-Making Ability
• Inspiring Communicator
• Initiating Action
• Personal Responsibility