Sr Associate Customer Success

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

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.

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.