Sr Associate Customer Success

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.

Customer Success Manager

Jinn AI (Anvisar Technologies Pvt. Ltd.) · Bangalore / Pune / Mumbai · Hybrid

About Jinn AI

We build AI that captures, analyses, and acts on real retail environments: how sales conversations unfold, how staff perform, where deals are won or lost. Our platform gives retail leadership the visibility they've never had, and store teams the coaching they actually need.

Founded by serial entrepreneurs from IIT and IIM, we're a small, technically deep team that moves fast. You'll have direct access to founders, genuine ownership over your function, and the kind of context that only comes from being early.

The Role

You'll own the post-sales relationship for a portfolio of retail clients — from onboarding through to renewal. Your clients will range from brand heads to store managers. You need to be credible with both. There's no inherited playbook — you'll build the CS function as you go. This role involves regular on-site visits to client locations, so expect to be in the field as much as you're at a desk.

What You'll Do

Run onboarding end-to-end, keeping client stakeholders aligned until they're genuinely live

Hold regular reviews with retail leadership focused on outcomes — conversion, coaching effectiveness, staff performance

Train store managers and floor teams on-site, and build resources that make adoption stick

Monitor account health proactively and act before disengagement becomes a retention problem

Translate ground-level client feedback into structured problem statements the product team can use

Handle escalations quickly, keeping clients informed throughout

What We're Looking For

1–3 years in a customer-facing role in B2B SaaS, enterprise tech, or retail-facing businesses

Comfortable working with two very different client personas in the same account — C-suite and store floor

Able to read product usage data and turn it into a business conversation, not just a report

Clear, direct communicator — you can hold your own with a retail chain's VP and walk a store manager through the same platform an hour later

Organised enough to run multiple accounts without things slipping

Comfortable building process from scratch — this role requires figuring things out, not following a manual

Willing to travel regularly to client sites across India

Based in or willing to work hybrid from Bangalore, Pune, or Mumbai

Degree in Business, Engineering, or a related field

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.

Location: Sector 48, Gurugram

 Working Days: Monday to Friday (5 Days)

 Working Hours: 9:00 AM – 5:00 PM

 Experience: 0–1 Year (Freshers are welcome to apply)

Role Summary

We are looking for a Junior Customer Success Executive to join our growing team. This is an excellent opportunity for fresh graduates and candidates with up to 1 year of experience who are passionate about customer interaction and eager to build a career in the SaaS industry. You will support customers with onboarding, resolve their queries, and ensure they have a great experience using our platform.

Key Responsibilities

Respond to customer queries via email, WhatsApp, phone calls, and support tickets.

Assist customers with product onboarding and provide basic product demonstrations.

Coordinate with internal teams to resolve customer issues.

Follow up with customers to ensure timely issue resolution and satisfaction.

Collect customer feedback and share insights to improve the customer experience.

Maintain accurate records of customer interactions in CRM or support tools.

Requirements

Bachelor's degree in any discipline.

0–1 year of experience in Customer Support, Customer Success, Sales, or a customer-facing role.

Freshers are welcome to apply.

Internship experience in Customer Support, Customer Success, Sales, or a customer-facing role will be an added advantage.

Good verbal and written communication skills in English.

Comfortable communicating with customers via calls, email, WhatsApp, and chat.

Basic knowledge of MS Office or Google Workspace.

Positive attitude, willingness to learn, and strong problem-solving skills.

What We Offer

Training and mentorship from experienced professionals.

Opportunity to work in a fast-growing SaaS startup.

Performance-based incentives.

Career growth opportunities.

A collaborative and supportive work environment.

ABOUT REO

Who we are

Reo.Dev is a modern revenue stack for Developer focused companies. We help Developer Tool companies identify which Engineering Teams have an Urgent need for their product and the highest likelihood of conversion. We capture and analyze a wide array of developer activity data from Github, Docs, Docker Installs, Communities, other dev specific sources and convert them to sales signals.

Great! Now let’s talk about You and this Role! 🙌

🎉 What will you be working on?

• You will own and manage success for named accounts. This means doing everything and anything that they are retained, grow in revenue and find success with Reo.Dev. This also includes
• Owning customer/ account onboarding and setup
• Working with them to understand their goals and explain how the product helps them in achieving these goals
• Acting as a product consultant, guiding them with settings and implementations that will be needed for them to achieve their goals
• Being the key channel of customer feedback. Liaison with various team to see that customers are able to get the desired output.
• You will own customer renewals and up-sales. This means you will:
• Own expansion revenue from your accounts
• Own relationships with customers and buyers in the account.
• Advice them on the right product packages and upgrades they might be needing in their growth journeys
• Spearhead product adoption within the customer enterprise

👯 Skill we are looking for in this role

• This is a critical role in a fast-scaling environment. We are looking at ambitious Account Managers / CS reps with experience in early stage companies . Few qualities will be preferred however:
• Past experience of working in an early SaaS startups (2-3 years) or
• Past VC/ Management Consulting Experience (3-4 years) or
• Past experience of being in a client facing role
• Past experience of managing US based accounts
• MBA from Tier 1 institutes

👯 What qualities we look for in our team members?

While there is no stencil for the type of people we like, there are a few traits that might make Reo.Dev a better fit for you. Reo.Dev might be a good fit if you:

• Work hard, hands-on and want to grow really fast.
• Care about your work a great deal, find it highly unsettling if the quality of work is even slightly sub-par.
• Execute fast.
• Are hands on (we will not have elaborate reporting structures for the foreseeable future and hopefully ever).
• Are someone people like to work with, low on ego, high on humility
• Have the ability to fail, learn and keep trying till you win. Start-ups are tough and we will not get everything right the first time
• Have a longish view of your career growth and not optimising for the next 1-2 years.

Read more here:

👋 Hi There, Meet Reo.Dev

• Origins: Reo.Dev was founded in March 2023 by Achintya, Gaurav and Piyush – All of them are 2nd time Entrepreneurs [read more on the Founding team below]
• Value Prop: Reo.Dev provides Revenue Intelligence for Developer tool companies. We are category creators and currently no other company has the capabilities Reo.Dev has. Our closest parallel is 6sense.com which operates in the B2B SaaS industry and does not serve DevTool companies
• Customers: Our Customer base includes some of the most respected DevTool companies [see more details below]. All of our Customers are in the US and EU. We are hugely Customer centric and satisfaction scores are very high. [read more on customer feedback below]
• Traction: We have grown 5X in 2024 vs. Dec’2023 and are on track to grow 10X in 2024 vs. Dec’2023. We price at a Premium and have 90%+ Gross margin
• Funding: We are funded by the most reputed VCs from India and the US [see more on Fundraise below]

Origins and Value Prop

🏗️ About the Developer Tools industry:

Developer tools is a $500 billion industry, generates $50B in revenue annually and has been growing at 22% year on year. Source

By definition, this industry is at the frontier of technology. Innovation happens extremely fast in this industry. Teams need to have a strong technological background to build for this industry

Developer tools can scale up globally, generate strong revenue and have high profit margins

🏆 Reo.Dev Value Prop

Reo.Dev is a modern revenue stack for Developer focused companies. We help Developer Tool companies identify which Engineering Teams have an Urgent need for their product and the highest likelihood of conversion. We capture and analyze a wide array of developer activity data from Github, Docs, Docker Installs, Communities, other dev specific sources and convert them to sales signals.

Our customers include CROs, VP Sales, VP Marketing, AE, SDR teams and Marketing teams of Devtool companies

👷‍♂️ Founding Team:

Reo has been founded by experienced entrepreneurs. All three founders have a strong track record of building start-ups and leading teams

• Achintya: Achintya was previously the co-founder at Phyllo, which is a developer tool company. Phyllo raised ~$18M in VC funding from top tier VCs. Achintya is a Chemical Engineer from IIT Delhi (2009) and MBA from Indian School of Business (2013)
• Piyush: Piyush is a second time entrepreneur. He previously founded Scholr, which was an EdTech start-up and was acquired by BYJU’S in 2020. Piyush is a Mechanical Engineer from IIT Kharagpur (2008) and MBA from India School of Business (2013)
• Gaurav: Gaurav is a senior Tech leader with 16 years of experience. Previously he was VP Engineering at Ninjacart (valued at $1B+) and CTO of Kuliza where he led a team of 150+ developers. He is a Computer Science Engineer from IIIT Allahabad (2006)

💡 As co- founders we take pride in the fact that people who have worked with us in the past, want to work with us again!

Customers and Traction

In 9 months since Product Launch, we have amassed a large customer base comprising of some of the most well known and highly reputed DevTool companies. 90% of our Customers are HQ’d in North America and Europe

Some of our Customers:

Customer Feedback and NPS:

Our customers love us!! Check this out!

https://www.youtube.com/watch?v=DzvixiSd7GA

Customer Feedback

Unleash Shorts.mp4

“Reo Helped us identify needle in haystack accounts. We overachieved our targets for consecutive months with Reo.Dev”

**Micheal, CMO, Unleash [Spark Capital. Series A| Open Source Feature Mgmt. Platform]**

Aporia Shorts.mp4

“The most beautiful things about Reo.Dev is that it was built for developer focused companies. We saw a 2X increase in meetings booked!”

**Shai Alani, VP Marketing, Aporia [Tiger Global. Series A | ML Ops Platform]**

Fluree Shorts (1).mp4

“Reo.Dev data is some of the best data I have ever used. It helped us increase sign-ups by 30%”

Kevin Doubleday, Director - Marketing, Flur.ee [Sinewave. Series A | Data Mgmt. Platform]

Lightbend Shorts (1).mp4

“With Reo.Dev, we identified more than 10,000 target accounts that we had never interacted before”

**Alec Cross, VP Sales, Lightbend [Greylock, Dell Capital. Series D| Low Latency Microservices]**

Chronicle Shorts .mp4

“Reo.Dev is integrated into our SDR process. It is helping us learn who is evaluating our competitors and triangulate intent on web”

Andrew Twigg, Sales Director, Chronicle [Low Latency Trading PaaS]

WhatsApp Audio 2023-10-19 at 10.52.54 AM.mpeg

“I was never able to crack technical prospecting and this cracked it.”

Micheal, AE (Outsourced), Outerbounds [Foundation Capital, Series A | AI Infra platform]

Traction

In 2024, we have grown 5X vs. 2023 and are on track to grow 10X by the end of the year!

Fundraise

Pre-Seed round: Q3’2023

Read about our Pre-Seed round here:

https://inc42.com/buzz/reo-dev-bags-funding-to-provide-sales-intelligence-to-developer-focused-enterprises/

https://business.outlookindia.com/corporate/reodev-secures-12-million-in-pre-seed-funding-round-led-by-india-quotient

https://entrackr.com/2024/02/revenue-intelligence-startup-reo-dev-raises-1-2-mn-led-by-india-quotient/

Seed round: Q2’2024

We have raised a Seed round funding in Q2’ 2024 from one of the most reputed VC funds in the US. This round has not been announced yet.

Series A: Q2’ 2026

Reo.Dev just raised $11.3M in Series A funding (Q2**’**, 2026), led by Elevation Capital, with participation from Heavybit, India Quotient, Foster Ventures, Uncorrelated Ventures, and other angel investors. This brings our total funding to $15.3M.

Media:

• Reo.Dev Raises $11.3 Million Series A to Scale AI Signals for Companies Selling to Engineering Teams (PR Newswire)
• Reo.Dev raises $11.3M in Series A led by Elevation Capital (YourStory)
• Reo.Dev Bags $11.3M Series A to Scale Across the US (Yahoo Finance)
• Reo.Dev Raises $11.3M in Series A Funding (FinSMEs)

Customer Success Manager

Ridy, Inc. — Bengaluru or Chennai, India | Full-time | U.S. Business Hours

Drive adoption, retention, and growth across Ridy’s U.S. real estate portfolio: join Ridy as a Customer Success Manager and help the world’s leading real estate owners deliver carbon-free mobility to their tenants and employees.

About Ridy

Ridy is a climate-tech electric mobility startup serving corporate campuses and commercial and residential real estate. We partner with leading real estate owners to improve sustainability and well-being through carbon-free transportation. Our bikes, e-bikes, e-scooters, charging stations, and supporting technology help clients cut their carbon footprint and build more sustainable communities.

Ridy is used by some of the largest U.S. corporations and real estate companies leading the shift to electrified transportation, including Tishman Speyer, Hines, Alexandria Real Estate, Boston Properties, Beacon Capital Partners, Lincoln Property Company, the U.S. Department of Energy, Greystar, JLL, CBRE, and many other influential real estate owners.

Role Overview

You will own a portfolio of Ridy’s U.S. customers, accountable for the health, adoption, and renewal of every account. Working directly with property managers, tenant experience teams, and building operations, you will drive ridership, design engagement programs, present quarterly business reviews built on utilization data, lead renewals, and find expansion opportunities across your customers’ portfolios. The role is based in Bengaluru or Chennai, reports to the CEO, and works U.S. business hours alongside Ridy’s U.S. account management, sales, and fleet operations teams.

The Day-to-Day Responsibilities

Account Ownership

•   Serve as the primary point of contact for customers across your assigned portfolio

•   Run a structured cadence of check-ins and quarterly business reviews, presenting utilization data to customer stakeholders

•   Build and maintain trusted relationships that position Ridy as a long-term partner

•   Maintain accurate CRM records of account interactions, renewal dates, and account health indicators

Adoption & Engagement

•   Plan and execute the engagement calendar for customers, including launch campaigns & rider incentives

•   Equip on-site tenant experience teams with playbooks and collateral so they can run activations independently

•   Monitor ridership and utilization data weekly, identify properties trending below target, and intervene early

•   Build customer-facing presentations, reports, and program materials using PowerPoint/Google Slides and Excel/Google Sheets

Renewals & Growth

•   Own the renewal calendar for your portfolio and build a data-supported business case for each

•   Lead upgrade and expansion conversations, including fleet expansions, additional charging infrastructure, and service tier changes

•   Expand into additional properties within existing customer portfolios

•   Exceed retention, adoption, and expansion targets

Cross-Functional Collaboration

•   Partner with Ridy’s fleet operations team on vehicle uptime, maintenance escalations, and charging station issues affecting your properties

•   Escalate and track customer issues to resolution, keeping stakeholders informed

•   Provide structured feedback to the leadership team on customer needs, service gaps, and product opportunities

Qualifications

•   3-5 years of experience in customer success, account management, or B2B sales at a startup or high-growth technology company in India

•   Demonstrated ownership of a book of accounts or a quota covering renewals, retention, or expansion — not just onboarding or support

•   Experience working with U.S. or international customers

•   Excellent written and verbal English, with the ability to engage senior corporate and real estate decision-makers

•   Strong analytical skills — able to work with usage data, spot trends, and build a clear performance narrative

•   Proficiency with CRM platforms (HubSpot, Salesforce, Zoho, Attio, or similar) and modern sales and customer success tooling (Apollo, Outreach, LinkedIn Sales Navigator, or similar)

•   Advanced proficiency in PowerPoint/Google Slides and Excel/Google Sheets

•   Comfortable with collaboration tools including Slack, Notion, Zoom/Google Meet, and modern task and project trackers

•   Outstanding organization and a self-starter mindset, comfortable with autonomy in a fast-paced environment

•   Able to work U.S. business hours long term

Preferred Qualifications

•   Exposure to technology, B2B sales, B2B customer success, proptech, real estate, hospitality, or mobility

•   Experience planning and running customer events, community programs, or engagement campaigns

•   Familiarity with AI tools for research, drafting, analysis, and productivity

•   An interest in sustainability, climate tech, or the future of transportation

What We Offer

•   Competitive annual compensation of ₹8 LPA - ₹12 LPA, structured as a fixed base plus performance-linked variable pay. Final compensation will reflect the candidate’s qualifications and experience.

•   Comprehensive health coverage

•   Paid time off and public holidays

•   A motivated team passionate about sustainability and electric mobility

•   Ownership of a portfolio of accounts with leading U.S. real estate owners and corporations

•   Direct mentorship from and daily collaboration with Ridy’s founding team

•   Career growth at a fast-growing climate-tech company, with the opportunity to help shape Ridy’s customer success practice as it expands

•   Opportunity to influence the future of urban planning, real estate, mobility, and sustainability

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

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

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