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Sr Associate Customer Success
Sr Associate Customer Success

Sr Associate Customer Success at SyndicationPro · Remote only · 2 - 8 years · Profitable · Remote only · Posted 3 Mar 2022

SyndicationPro's logo

Sr Associate Customer Success

FirstPrinciples Hiring's profile picture
Posted by FirstPrinciples Hiring
2 - 8 yrs
Best in industry
Remote only
Skills
Customer Success
Customer Relationship Management (CRM)
Account Management
Onboarding
SaaS
Client Servicing
Greetings from SyndicationPro!
 
We are a Product based company well established in US Market. SyndicationPro is a product, based on Investment Management Space. As we are expanding and scaling up our SaaS product to the next level, there is a huge opportunity to work on different modules and features, multiple products. It's all about large digital transformation with speed and all about solving complex problems.
 
This product is being awarded as one of the Finalists in the SaaS Awards 2021 and Finovate.
 
Roles and Responsibility 
 
  • Onboard and assist customers as needed with product demonstration, setup, and navigating software.
  • Establish frequent touchpoints with the customer to improve customer experience.
  • Review customer complaints and concerns and seek to improve all aspects of the customer experience.
  • Maintain a detailed understanding of products and services, assist customers with questions and suggest the best products for their needs
  • Optimize existing processes within the company and actively enhance all Customer Success initiatives.
  • Experience workinSeek to promote the value of the product and upsell services and products with brand image and promoting value through customer experience
  • Assist in creating training courses and educational materials for customers and other members of the department.
  • Schedule EBR meetings and establish clear retention goals and process milestones for the client to work toward.
  • Minimize customer churn.
 
 
Benefits and Perks
  • You get an opportunity to permanently work from home and thus get more time to spend with your family and be safe in this pandemic
  • Five days with flexible working hours
  • Free Udemy business account to upskill your professional and technical skills
  • Opportunity to work with your professional family and not only with the machines
  • Employee friendly policies and processes
  • No micro management
  • Energetic work environment
  • Great people support
  • Health Insurance
  • Leaders support to implement innovative ideas
  • Good Pay master
 
We are excited to build a great team of leaders and passionate coders who want to achieve extra ordinary career growth.
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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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About SyndicationPro

Founded :
2018
Type :
Product
Size :
20-100
Stage :
Profitable

About

#1 Platform To Automate Real Estate Fund Raising, Investor Relations, & Close More Deals! Real Estate Syndicators leverage our platform to manage billions in assets.

What makes SyndicationPro unique is that it is cash flow positive while maintaining a healthy growth rate and is backed by seasoned investors and real estate magnates. We are also part of, FirstPrinciples.io, a tech-holding company that starts, acquires, and advises B2B SaaS Companies. FirstPrinciples.io and SyndicationPro.com have a combined strength of over 80+ people across India, U.S, Spain, and Germany.

SyndicationPro.com has been featured by https://in.finance.yahoo.com/news/syndicationpro-establishes-hq-lehi-utah-130600371.html?guccounter=1">Yahoo Finance and https://www.benzinga.com/business/best-crms-for-real-estate-investors/">Benzinga, among other top publications! We also were Finalists in Industry Leading Awards such as https://informaconnect.com/finovate-industry-awards/awards-categories/">Finnovate and https://www.cloud-awards.com/2021-software-awards-shortlist/">2021 SaaS Awards.

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A BIT ABOUT US:


Appknox is one of the top Mobile Application security companies recognized by Gartner and G2. A profitable B2B SaaS startup headquartered in Singapore & working from Bengaluru.


The primary goal of Appknox is to help businesses and mobile developers secure their mobile applications with a focus on delivery speed and high-quality security audits. Appknox has helped secure mobile apps at Fortune 500 companies with major brands spread across regions like India, South-East Asia, Middle-East, US, and expanding rapidly. We have secured 300+ Enterprises globally.


We are a 70+ incredibly passionate team working to make an impact and helping some of the biggest companies globally. We work in a highly collaborative, very fast-paced work environment. If you have what it takes to be part of the team, we are excited and let’s speak further.



The Opportunity:


Customer Success contributes to our efforts to enhance and transform the Appknox customer experience via a customer-centric approach (building and maintaining relationships, proactively identifying potential crises that may be detrimental to the user experience, meeting, and exceeding customer expectations). Thus, helping to differentiate Appknox.This position provides the opportunity to tame different use cases across multiple industries and interact with some of the smartest individuals from other fast-growing companies that are our customers. We see this role requiring an intersection of three key skills – Business Acumen & Problem solving, Product Perspective, and People Skills.




Responsibilities:


  • Manage a portfolio of current customers. 
  • Understand the customer’s goals, establish a trusted relationship and ensure that they are successful in achieving their business goals using Appknox. 
  • Own the customer lifecycle journey from onboarding to adoption, renewal, and growth.
  • Organize, analyze, prioritize, and share customer feedback with concerned stakeholders to ensure we always consider the voice of the customer.
  • Drive live demos and product implementation for your customers when onboarding and support existing clients on issues and tickets.
  • Prepare and collate all materials and participate with customers on QBR exercises to address existing gaps and identify new opportunities/use cases.
  • You will be assigned customers from USA and EU+UK (primarily); and will work from 8pm to 5am IST



What An Ideal Candidate Would Look Like:


  • 2+ years of working experience in a customer-facing role such as Customer Success, Technical Account Management, Customer Onboarding roles at SaaS companies.
  • Good communication skills especially with Enterprise customers from around the globe are necessary.
  • Must have experience in upselling, cross selling and gauge customer requirements.
  • Must have good presentation skills and hold of understanding customer’s business requirements.
  • Will have worked on KPIs - customer retention, upsell revenue, cross sell revenue, QBR(Quarterly Business Reviews), referrals.
  • Knows how to be the customer's voice in the company to ensure they get maximum value from upcoming product features.
  • Must have experience of tracking product usage and instrumentation for Customer Success Management.
  • May have experience driving customer advocacy programs along with Sales and Marketing teams to build customer referral, customer case studies and testimonials.



Work Expectations:


Within 1 month

  • You should have a complete hold of the product and value customers are getting from it.
  • Interact with at least 5 enterprise customers and receive feedback that we should be focusing on.
  • Drive at least 1 QBR from existing customers.


Within 3 months

  • You need to have a clear understanding of onboarding customers. 
  • Suggest CR(Customer Requests) for the Product team to evaluate and consider in the product roadmap.
  • Complete at least 5 QBRs and also engage with 15+ customers from your book of business to ensure they get value ++.
  • Understand how to build the engagement pipeline for each of the customers you are owning and document all engagements.
  • At least 1 referral from existing customers.


Within 6 months

  • You should have discipline and document all of the ongoing discussions. 
  • Own CS for your accounts and set up a process that needs to be implemented for better customer experience.
  • We need an owner for this position who can in future build the CSM team below to drive overall customer success.


Personality traits we really admire:

  • Confident and dynamic working persona, which can bring fun to the team, and sense of humor, is an added advantage.
  • Great attitude to ask questions, learn and suggest process improvements.
  • Has attention to details and helps identify edge cases.
  • Highly motivated and coming up with fresh ideas and perspectives to help us move towards our goals faster.
  • Follows timelines and absolute commitment to deadlines.


Interview Process: 


  • Round 1 - Profile Evaluation
  • Round 2 - Task sent by Appknox, reviewed by Appknox CSM and leadership team.
  • Round 3 - Call with the CSM team to review your assignment
  • Round 4 - Call with one of the management team members to review your assignment and understand overall your experience and vision on Customer Success.
  • Round 5 - HR Discussion


Compensation:

  • As per Industry Standards


We prefer that every employee also holds equity in the company. In this role, you will be awarded equity after 12 months, based on the impact you have created.


Please be aware that all your customers will include Enterprises and Fortune 500 companies.


Why Join Us:


  • Freedom & Responsibility: If you are a person who enjoys challenging work & pushing your boundaries, then this is the right place for you. We appreciate new ideas & ownership as well as flexibility with working hours.
  • Great Salary & Equity: We keep up with the market standards & provide pay packages considering updated standards. Also as Appknox continues to grow, you’ll have a great opportunity to earn more & grow with us. Moreover, we also provide equity options for our top performers.
  • Holistic Growth: We foster a culture of continuous learning and take a much more holistic approach to training and developing our assets: the employees. We shall also support you all on that journey of yours.
  • Transparency: Being a part of a start-up is an amazing experience, one of the reasons being the open communication & transparency at multiple levels. Working with Appknox will give you the opportunity to experience it all first hand.
  • Health insurance: We offer health insurance coverage upto 5 Lacs for you and your family including parents.
  • Work Schedule: Flexible working environment with remote work if required.
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Master-O
at Master-O
1 candid answer
utkarsh baunthiyal
Posted by utkarsh baunthiyal
Remote only
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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


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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
Companies hiring on Cutshort
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