Senior Manager - Customer Success

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

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

As a Customer Support Executive / Manager, you will own a set of client accounts and ensure they successfully adopt and use the product.

You will handle client onboarding, product training, reporting, data requests and day-to-day client queries. You will also identify repetitive requests and use AI and automation to make recurring reports and workflows more efficient.

Position Summary

We are seeking highly motivated and customer-oriented professionals for the role of Customer Support Executive 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

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.

About Master-O

Master-O is a next-generation sales enablement and microskill learning platform that empowers frontline teams through gamification, AI-driven coaching, and continuous performance reinforcement.

Our platform is trusted by leading enterprises in financial services, retail, pharma, consumer goods, telecom, automobile, BFSI, construction and others to drive measurable business outcomes across sales readiness, productivity, and execution excellence.

We are looking for someone who can own strategic accounts, drive adoption, and unlock growth opportunities.

Role Overview

The CS Associate will play a critical role in ensuring long-term customer value, retention, and expansion for Master-O’s enterprise clients.

You will act as a trusted advisor to senior stakeholders, ensuring customers achieve measurable ROI while identifying opportunities to grow the account footprint.

Key Responsibilities

Customer Success & Key Account Management

• Own end-to-end customer success for enterprise corporate accounts, primarily in the domestic market
• Drive onboarding, adoption, engagement, and value realization of the Master-O platform
• Build strong relationships with CXOs, Sales Heads, L&D leaders, and other stakeholders
• Act as the point of contact with the customer, ensuring feedback is looped back into product and solution improvements
• Track success metrics such as usage, renewals, and expansions

Stakeholder & Internal Collaboration

• Work closely with Product & Design, Tech and CS teams to ensure seamless execution
• Translate client business objectives into platform use cases and success roadmaps
• Support case studies, testimonials, and references from satisfied customers

Required Skills & Experience

• 2+ years of full-time experience in Customer Success / Key Account
• Prior experience in B2B SaaS companies, handling enterprise-level clients
• Proven experience working with domestic customers and managing stakeholders across regions
• Strong understanding of SaaS metrics, renewals, expansions, and customer lifecycle management
• Experience in fast-paced startup environments preferred
• Excellent communication, presentation, and stakeholder management skills
• Strong business acumen with the ability to connect product value to business outcomes

What You’ll Get

• Opportunity to work with both: Pan-India and Global enterprise brands
• High ownership role with direct impact on customer outcomes and revenue growth
• Exposure to cutting-edge AI-driven learning and sales enablement technology
• Fast-paced environment with room to grow into a leadership role
• Competitive compensation aligned with experience

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.

Job Summary

We are looking for an experienced Chat Support Lead to manage our chat and customer support team. You will lead the team, train new members, check the quality of their replies, handle difficult customer cases yourself, and share customer insights with management to help improve the app.

Key Responsibilities

Team Leadership

·       Lead, guide, motivate, and manage a team of chat and customer support executives.

·       Conduct daily team huddles to communicate updates, priorities, and targets.

·       Conduct regular one-on-one discussions to review performance and provide feedback.

·       Manage team attendance, leave approvals, schedules, and discipline.

·       Build a positive, collaborative, and customer-focused team culture.

Shift Planning & Support Operations

·       Prepare weekly shift rosters to ensure continuous coverage across chat, calls, and email support.

·       Plan extra coverage during peak periods, including festival seasons, promotional campaigns, and significant gold price movements.

·       Monitor live support queues and reallocate team members based on workload and business requirements.

·       Ensure service levels and response-time targets are consistently achieved.

Training & Coaching

·       Train new employees on Aura Gold products, systems, tools, processes, and customer service standards.

·       Conduct refresher training on new features, offers, policies, and process updates.

·       Coach team members on empathy, professional communication, clear writing, and handling difficult customers.

·       Ensure responses are personalised, relevant, and customer-focused rather than repetitive or copy-paste responses.

·       Identify skill gaps and implement appropriate coaching and training plans.

Quality Assurance

·       Conduct regular quality reviews of customer chats, calls, and emails.

·       Evaluate interactions based on accuracy, communication, empathy, compliance, and resolution quality.

·       Provide timely feedback and track individual improvement.

·       Maintain and regularly update response templates, FAQs, knowledge bases, and SOPs.

·       Identify recurring quality issues and recommend corrective actions.

Escalation Management

• Personally manage and resolve critical or sensitive customer issues, including:

·       Money debited but gold not credited.

·       Failed or pending payments and refunds.

·       Autopay-related issues.

·       Delayed sell or withdrawal payouts.

·       KYC rejections and account-related issues.

·       Delayed or missing gold deliveries.

·       Highly dissatisfied or escalated customers.

• Coordinate with relevant teams to ensure timely resolution of escalated cases.

• Escalate issues to senior management, technology, payments, product, operations, or legal teams wherever required.

• Immediately flag suspected fraudulent or suspicious transactions to the Risk team.

Cross-Functional Coordination

·       Work closely with Payments, Technology, Product, Vault, Delivery, Risk, and other relevant teams to resolve customer issues.

·       Report application bugs, system issues, and recurring customer pain points to the Product and Technology teams.

·       Share customer insights and operational feedback to support product and process improvements.

Customer Feedback and Reporting

·       Monitor customer reviews on the Google Play Store and Apple App Store and ensure timely responses.

·       Conduct customer surveys and gather feedback to understand customer experience and satisfaction.

·       Prepare and share daily summaries and weekly reports covering team performance, customer issues, escalations, and key trends.

·       Identify recurring customer concerns and recommend process improvements.

Key Performance Indicators (KPIs)

• First Response Time
• First Contact Resolution (FCR)
• Customer Satisfaction (CSAT)
• Escalation Resolution
• Quality Audit Score:
• Achievement of team productivity, service-level, and customer experience targets.

Key Skills:

·       Strong team leadership and people-management skills.

·       Strong customer-handling and conflict-resolution abilities.

·       Ability to manage escalations and high-pressure situations.

·       Good analytical and problem-solving skills.

·       Strong organisational and time-management skills.

·       Customer-first mindset with strong attention to detail.

·       Ability to work in a fast-paced, technology-driven environment.

·       Familiarity with CRM, ticketing, chat-support, and customer service tools like Freshdesk, Zendesk, Intercom, or similar is an added advantage.

·       Excellent verbal and written communication.

·       Good understanding of UPI, autopay, payment gateways, and KYC

·       Comfortable with Excel or Google Sheets for reporting

·       Experience in fintech, banking, or digital payments is a strong plus

What We Offer:

·       Competitive salary with monthly performance incentives

·       Paid leave and holidays

·       Full training on products and tools

·       Clear growth path to Support Manager or Head of Customer Experience

·       A chance to build and shape the support team at a fast-growing fintech company

Who you are ?

SERP Forge is looking for a proactive and client-focused Client Success Manager to help our clients achieve their SEO and link-building goals while building long-term relationships that drive retention and growth.

As a Client Success Manager, you'll serve as the primary point of contact for clients after they become customers. You'll work closely with our SEO, outreach, content, and sales teams to ensure smooth onboarding, exceptional communication, successful campaign execution, and outstanding client experiences.

This role is ideal for someone who enjoys building relationships, solving problems, managing projects, and helping clients get maximum value from the services they purchase.

What You'll Do

• Onboard new clients and understand their goals, requirements, and expectations
• Serve as the primary point of contact for assigned accounts
• Build strong relationships with clients and key stakeholders
• Coordinate with internal teams to ensure successful campaign delivery
• Provide regular updates, reports, and progress communication
• Manage feedback, approvals, revisions, and client requests
• Monitor account health and identify potential risks proactively
• Improve retention through excellent communication and service
• Identify upsell and cross-sell opportunities where appropriate
• Maintain accurate client records and activity history in Pipedrive

What We're Looking For

• Excellent written and spoken English
• Strong relationship-building and communication skills
• Strong organizational and project management abilities
• Ability to manage multiple client accounts simultaneously
• Problem-solving mindset
• High attention to detail
• Professional and confident client-facing communication
• Ability to handle difficult conversations diplomatically

Preferred Experience

• 3+ years of Client Success, Account Management, Customer Success, or Account Management experience
• Experience working in an SEO, digital marketing, SaaS, or agency environment
• Experience managing international clients
• Experience using CRM platforms such as Pipedrive, HubSpot, Salesforce, or Zoho CRM
• Experience working with remote teams

Bonus Points If You Understand

• SEO
• Link Building
• Digital Marketing
• SaaS Businesses
• Agency Operations
• Client Retention Strategies
• Customer Success Processes

Tools You'll Use

• Pipedrive
• Slack
• Google Meet
• Google Workspace
• Service Provider Pro

What Success Looks Like

Within your first few months, you'll be expected to:

• Manage client communications confidently
• Successfully onboard clients independently
• Maintain accurate CRM records
• Coordinate effectively with internal teams
• Build strong client relationships
• Identify opportunities to improve retention and account growth

Why Join SERP Forge?

• Fully remote role
• Work with international SaaS companies, agencies, and brands
• Direct impact on client retention and business growth
• Opportunity to help shape our client success processes
• Collaborative and growth-focused environment
• Long-term career progression opportunities

How to Apply:

Please send:

• Your resume
• A short introduction about yourself
• Details of your client-facing experience
• Any experience with SEO, digital marketing, SaaS, or agency services

Shortlisted candidates may be asked to complete a client communication assessment or account management exercise.

If you're passionate about building client relationships, delivering exceptional customer experiences, and helping clients succeed, we'd love to hear from you.

Job Title: Customer Success Associate (International Process)

Location: Gurugram, Haryana

Work Mode: Work from Office

About the Role:

We are seeking passionate and customer-focused professionals to join our international support team. If you have excellent communication skills, a problem-solving mindset, and prior experience in customer service—especially within international or healthcare domains—this opportunity is for you.

As a Customer Success Associate, you will be responsible for managing and resolving customer queries efficiently while ensuring an exceptional service experience.

Key Requirements:

• Excellent English communication skills (C1 level – mandatory)
• Education: Graduates and Undergraduates both are eligible
• Minimum 1 year of experience in International Customer Support (Healthcare background preferred)
• Salary: Up to ₹35,000 CTC (₹30,517 in-hand)
• 5 Days Working with 2 rotational week-offs
• Rotational Shifts (24/7 environment)
• Two-way cab facility available (for hiring zone only)

Roles & Responsibilities:

• Handle inbound and outbound calls, chats, or emails from international customers.
• Provide prompt, accurate, and empathetic assistance for customer queries or concerns.
• Analyze customer issues and ensure first-contact resolution wherever possible.
• Escalate unresolved or complex issues to higher support tiers when necessary.
• Maintain detailed and accurate documentation of all customer interactions.
• Ensure adherence to process guidelines, SLAs, and quality parameters.
• Collaborate with internal teams to improve overall customer experience.
• Stay updated on product knowledge, policies, and procedures.
• Demonstrate a positive attitude and maintain professionalism under pressure.

Why Join Us:

• Competitive salary with performance-based growth opportunities
• Exposure to global customer experience standards
• Supportive work culture with professional development programs