Sales/ CSM Executive- Revenue Team Support at B2B Cloud Telephony Co. · Remote only · 1 - 3 years · ₹1L - ₹3L / yr · Remote only · Posted 21 Sep 2021

Our client is a call management solutions company, which helps small to mid-sized businesses use its virtual call center to manage customer calls and queries. It is an AI and cloud-based call operating facility that is affordable as well as feature-optimized. The advanced features offered like call recording, IVR, toll-free numbers, call tracking, etc are based on automation and enhances the call handling quality and process, for each client as per their requirements. They service over 6,000 business clients including large accounts like Flipkart and Uber.
What you will do:
- Targeting a specific pool of low and medium usage from the existing set of clients and ensuring to maximise their product usage and call volume
- Conducting regular QBR with the clients being targeted for the expansion or product usage and call volume
- Maintaining the retention rate of the existing clients as per the company benchmark
- Sharing weekly and monthly reports with the reporting manager
- Getting case studies and testimonials from the targeted pool of clients
- Coordinating with the other departments to meet the allotted benchmarks
- Working on the product metrics to get better understanding of the clients to be contacted
- Providing advanced training to the clients for the advanced and targeted features
- Meeting/ E-meeting clients depending on the client requirements for product training or any additional requirements
- Sharing weekly and monthly reports with the Reporting Manager
What you need to have:
- Proven experience as a Sales Executive or relevant role
- Proficiency in English
- Excellent knowledge of MS Office
- Hands-on experience with CRM software is a plus
- Thorough understanding of marketing and negotiating techniques
- Passion for sales
- Self-motivatation with a results-driven approach
- Aptitude in delivering attractive presentations

Similar jobs (10)
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.
Infosec Ventures incubates and scales cyber security innovators that solve for inefficiencies in cyber security, solve big problems and deliver exceptionally high return on investment for customers. IV is on a mission to make the world cyber safe, by protecting systems and the ‘human operating system’. Some notable current ventures include humanfirewall.io, emailauth.io, bugsbounty.com, securityrating.com among others.
Role: Customer Success Associate
Employment Mode: 5 days, Work from office
Location: Gurgaon, Sector-18
Requirements:
- Candidates having exposure to the Cybersecurity industry will be preferred not mandatory.
- Past experience in working with Advanced Excel and in making powerful presentations will be a plus.
- We welcome candidates with a range of degrees and backgrounds, though sustained success with a significant volume of analytic and quantitative coursework is required.
- Any bachelor's or master's degree in engineering, Operations Management/Research, MIS, Management Science, Applied Mathematics, Statistics or Econometrics will be entertained.
Roles:
- Developing and managing client portfolios.
- Analyzing customer data to improve customer experience.
- Hold product demonstrations for customers & improve onboarding processes.
- Mediate between clients and the organization to achieve end goals.
- Handling and resolving customer requests and complaints.
- Minimize customer churn to increase customer retention.
We are looking for a Customer Success Manager to help customers get lasting value from our products.
Responsibilities
- Own onboarding and adoption for a portfolio of customers
- Track account health and reduce churn
- Find upsell and renewal opportunities
- Be the customer's voice to product and support
Requirements
- 2+ years in customer success or account management
- Experience with SaaS products and CRM tools
- Excellent communication and relationship skills
Key Responsibilities:
· Generate leads and make cold calls and reference calls to arrange a meeting for discussion.
· Conduct regular visits to schools, colleges, and coaching institutes to promote EdTech products.
· Develop a growth strategy to bring financial gains and delighting clients.
· Suggest ways and means to endorse the products and services of the organization.
· Keep a close tab on the strategic moves made by the competitors.
· Maintain and manage records of sales, revenue, collections, invoices
· Build long-term association with the existing clients and prospects.
· Schedule and conduct product demos for principals, teachers, and decision-makers.
· Prepare bespoke sales contracts
· Attend conferences, exhibitions and fairs to promote the company’s offerings.
· Develop new markets and regions to promote the products and services of the organization.
· Align personal goals with the vision and key objectives of the organization.
· Maintain reports of visits, demos, and closures in CRM.
Key Attributes:
· Excellent communication skills and interpersonal skills.
· Thorough knowledge of the products and services and about the markets.
· Flair to research and keep a tab on changing trends.
· Ability to build relationships
. Good Listener.
· Absolute Professional attitude
· Effective Negotiation skills.
. Willing to travel and must possess two/four-wheeler
· Inspiring team player
· Self-motivated with a result-oriented mindset.
· A true go getter
About the company : Kings Digital is a leading digital marketing company dedicated to delivering high-quality, result-oriented digital solutions and believe in exceeding the expectations of every business and entrepreneur we collaborate with. We provide professional, creative and effective engaging content that drives traffic, boosts engagement, and promotes brand loyalty. We are currently looking for a talented and passionate Client Success Manager to join our team and be part of our exciting journey!
Role Overview
The Client Strategy Manager is responsible for managing the complete lifecycle of client projects — from onboarding and requirement gathering to strategy, execution coordination, client communication, performance tracking with team, approvals, and ongoing growth.
This role acts as the central bridge between clients, internal marketing teams, creative teams, developers, SEO specialists, paid media teams, and management, ensuring that projects move forward according to business objectives, timelines, budgets, and quality standards.
Key Responsibilities:
1. Client Account Management:
- Serve as the primary point of contact for assigned clients.
- Build and maintain strong, professional client relationships.
- Understand client businesses, services, target audiences, competitors, challenges, and growth objectives.
- Conduct regular client communication through email, WhatsApp, meetings, and project channels.
- Translate client requirements into clear internal tasks and actionable deliverables.
- Follow up with clients for approvals, assets, access, payments, content, feedback, and pending decisions.
- Keep clients informed about project progress, upcoming activities, delays, dependencies, and completed work.
- Handle client concerns professionally and coordinate internally to resolve issues.
- Maintain a proactive communication approach rather than waiting for clients to ask for updates.
- Identify opportunities to improve client satisfaction, retention, and overall account value.
2. Client Onboarding & Project Initiation
- Manage the initial onboarding process for new clients.
- Collect required business information like branding assets, website access, Google Business Profile access, social media access and other project requirements.
- Prepare and share access/requirement sheets.
- Coordinate payment confirmation and project onboarding requirements.
- Ensure projects are properly onboarded into the internal CRM/project-management system.
- Establish project scope, deliverables, responsibilities, timelines, and dependencies.
- Coordinate internal kickoff activities between relevant departments.
- Ensure the team has sufficient information and resources before beginning execution.
3. Project Management:
- Manage multiple client projects simultaneously.
- Create, prioritize, and track internal tasks.
- Coordinate deadlines across multiple departments.
- Monitor project dependencies and identify blockers.
- Follow up with team members on pending tasks.
- Escalate critical delays or issues to management.
- Maintain project momentum and ensure deliverables are completed within agreed timelines.
- Coordinate internal meetings, standups, reviews, and project discussions.
- Prepare meeting notes, MOMs, action items, and follow-ups.
- Maintain visibility over project status from initiation to completion
4. Financial & Commercial Coordination:
- Coordinate with finance regarding invoices, payment confirmations, renewals, and outstanding payments.
- Follow up with clients regarding pending payments where required.
- Track hosting renewals and recurring service requirements.
- Identify opportunities for additional services and account expansion.
- Support upselling and cross-selling of relevant agency services.
- Ensure commercial commitments remain aligned with actual project scope.
5. Quality Assurance:
Before deliverables are shared with clients:
- Review content for accuracy and completeness.
- Check design consistency.
- Verify branding.
- Review website functionality.
- Check SEO implementation.
- Review creative quality.
- Confirm client requirements have been addressed.
- Identify missing elements or inconsistencies.
- Ensure deliverables meet agency standards.
The objective is to act as a quality-control layer between internal execution and client delivery.
6. Working Hours & International Client Coordination:
- Primarily operate within standard office working hours while maintaining flexibility based on client requirements.
- Attend occasional meetings or client calls outside standard office hours to accommodate international clients across Canada, Australia, the United States, and other international time zones.
- Coordinate with international clients when required for project discussions, approvals, strategy sessions, presentations, and urgent matters.
- Demonstrate flexibility in managing different time zones while ensuring client communication and project requirements remain on schedule.
- Outside-office-hour meetings are generally scheduled based on client availability in advance, project requirements, and business priorities, rather than as a fixed extended working schedule.
Educational Qualification & Experience:
- Bachelor's degree in Marketing, Digital Marketing, Business Administration, Communications, Management, or a related field.
- A postgraduate qualification in Marketing, Business Management, Digital Marketing, or a related discipline is an added advantage.
- Strong written and verbal English communication.
- 1-3+ years of experience in digital marketing, client servicing, account management and project management.
- Experience managing multiple clients and projects simultaneously.
- Experience working with international clients, preferably across Dubai, Canada, Australia, the United States, and other international markets.
Ideal Candidate Profile:
The ideal person for this role should be:
- Highly organized and proactive.
- Comfortable managing multiple projects simultaneously.
- Strong in client communication.
- Comfortable working with technical and non-technical teams.
- Business-minded rather than task-oriented.
- Able to understand both marketing strategy and execution.
- Comfortable with ambiguity and changing priorities.
- Strong at follow-ups and accountability.
- Detail-oriented without losing sight of the bigger picture.
- Curious about AI and emerging marketing technologies.
- Comfortable taking ownership of problems instead of simply escalating them.
- Able to convert client requirements into structured internal execution.
Work Location: In person
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
Senior Sales Executive
Working arrangement: Remote, full-time - independent contractor
Work Hours: UK Business Hours - 9:30 am to 5:30 pm/ 2:00pm–10:00pm IST
Compensation: ₹50,000–₹65,000 per month fixed, depending on experience
About DolceVisa
DolceVisa is a technology-led immigration consultancy helping individuals and families navigate Italian citizenship, visas and international mobility.
We are building a different kind of professional-services company: lean, ambitious, technology-driven and highly focused on the client experience.
We are looking for a commercially strong Senior Sales Executive to take ownership of incoming opportunities and convert qualified prospects into clients.
The Role
This is a consultative sales role rather than high-volume cold calling.
You will speak with prospective clients who are considering relatively high-value professional services, understand their circumstances, explain the appropriate service and guide them confidently through the decision-making process.
You will own your pipeline from initial consultation through to conversion.
Key Responsibilities
- Conduct sales consultations with prospective clients.
- Understand the prospect’s circumstances, objectives and concerns.
- Present DolceVisa’s services clearly and confidently.
- Manage objections around price, timing and service value.
- Follow up consistently with prospective clients.
- Convert qualified opportunities into paying clients.
- Maintain complete and accurate CRM records.
- Keep every opportunity updated with clear next actions.
- Manage your own pipeline and priorities.
- Work consistently towards monthly and quarterly revenue targets.
- Provide accurate sales forecasts and pipeline updates.
- Identify recurring objections and reasons for lost opportunities.
- Feed relevant market and client insights back into the business.
- Work closely with the client-delivery team to ensure accurate handover after conversion.
- Maintain high professional and ethical standards and avoid overpromising services or outcomes.
What We Are Looking For
You should be:
- Confident and commercially minded
- An excellent English communicator
- Comfortable selling high-value services
- Persuasive without being aggressive
- Highly organised with strong follow-up discipline
- Comfortable working towards revenue targets
- Confident speaking with international clients
- Able to build trust quickly over Zoom and telephone
- Comfortable working independently in a remote environment
- Experienced with CRM systems and structured sales pipelines
- Proactive rather than someone who needs constant supervision
Equipment expectations: own laptop, stable high-speed internet (with backup, given power/connectivity variability), quiet space for calls throughout the shift.
Preferred Experience
Ideally, you will have 2+ experience in one or more of:
- Consultative sales
- Professional services
- Immigration or relocation
- Legal services
- Education
- Financial services
- Property
- High-ticket B2C sales
- International client sales
Immigration experience is useful but not essential.
We care more about commercial ability, communication, ownership and the ability to learn quickly.
Performance
The role will have clear monthly and quarterly targets covering:
- Revenue generated
- Conversion rate
- Follow-up standards
- Pipeline management
- CRM accuracy
Working at DolceVisa
We are a small and ambitious company, so we value people who take responsibility for their outcomes and do not need to be chased.
We care about results, quality and ownership rather than simply being visibly busy.
The right person will have the opportunity to grow with the sales function as DolceVisa expands internationally.
DolceVisa • Live without borders
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
Description of the Role
We are hiring a Client Relationship Executive with experience in client coordination, service management, and customer relationship handling.
Location: Nagercoil, Kanyakumari
Experience: 3-5 Years
Salary: As per Company Standards
Employment Type: Full-Time
Skills Needed
Client Relationship Management
Customer Service and Client Coordination
Communication and Interpersonal Skills
Documentation and File Management
Planning, Scheduling, and Team Coordination
Problem-Solving and Complaint Handling
CRM and Client Database Management
Service Quality Monitoring and Follow-Up
Key Responsibilities
Achieve revenue targets fixed by the management.
Maintain complete client records and provide regular updates on project status.
Build and maintain strong relationships with clients to enhance customer satisfaction.
Communicate regularly with clients regarding work progress and service updates.
Ensure timely completion of all assigned services within the production department.
Plan, schedule, and allocate work efficiently to the technical team.
Coordinate discussions between clients and internal teams to understand and fulfill requirements.
Arrange technical interactions, meetings, and demonstrations whenever required.
Ensure service quality and timely project completion to maintain client satisfaction.
Maintain all client agreements, forms, and related documents confidentially.
Handle complete file management, including both softcopy and hardcopy records.
Resolve client concerns effectively and ensure a positive customer experience.
Required Qualifications
Bachelor's Degree in Business Administration, Management, Marketing, or a related field.
3-5 years of experience in client servicing, customer relationship management, or business coordination.
Strong communication and coordination skills.
Ability to handle multiple clients and maintain accurate records.







