Sr Manager - Customer Success (AdTech, B2B SaaS)

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.

Account Manager

Sales · Revenue

📍 Noida · 🕐 Full-Time · 🧭 7-12 Years

The Mission

We aren't automating scripts — we're deprecating the era of manual-heavy testing entirely. TestMu AI is building the world's first AI-native platform where Agentic Intelligence autonomously plans, authors, and self-heals the entire Quality Engineering lifecycle.

Advance revenue growth by nurturing and expanding key accounts through strategic relationship management.

The Pillars of Impact

🚀 1. Account Expansion (50%)

• –Drive product adoption within key accounts.
• –Identify and execute upsell opportunities.
• –Expand footprint through cross-selling initiatives.
• –Maintain high-level client satisfaction and loyalty.

⚙️ 2. Stakeholder Engagement (30%)

• –Manage complex stakeholder relationships effectively.
• –Serve as primary contact for all client communications.
• –Navigate client organizations to identify key decision makers.

🧠 3. Strategic Insight (20%)

• –Analyze account performance to inform growth strategies.
• –Provide feedback to product teams for continuous improvement.
• –Utilize industry insights to enhance client engagement.

Must-Haves — Do not apply unless you have these

• ✓You must have experience in relationship management.
• ✓You must have the ability to identify upsell opportunities.
• ✓You must have experience in managing stakeholder relationships.

The Bar — What you must prove

Proven revenue growth from key account management.

Increased revenue by 30% year-over-year in previous roles.

Demonstrated ability to execute upsell strategies.

Successfully upsold products, achieving a 20% increase in sales.

Effective stakeholder relationship management.

Managed and retained top-tier clients for over 5 years.

Strong product adoption initiatives.

Led initiatives that boosted product adoption by 40%.

Tealbox Digital · Remote · 4 to 5 years' experience · ₹15–20 lakh per annum

Please fill the form to apply: https://forms.gle/pud95CYqzq1Vtb6t6

About tealbox

Tealbox is a paid media agency working with B2B SaaS and DTC brands. We focus on Meta Ads, Google Ads, and YouTube, with an emphasis on:

• Measurable outcomes
• Structured decision-making
• Clear written communication

We operate as a lean, craft-focused team where depth in core platforms is prioritized over breadth.

About the role

We're looking for a Strategic Account Manager who can think like a business partner and operate with the ownership mindset needed to drive results.

You'll own a portfolio of client accounts, becoming the trusted leader responsible for their long-term success. You'll develop a deep understanding of each client's business, translate their priorities into clear direction, guide key decisions, challenge clients constructively when needed, and ensure consistently high-quality delivery. Through this, you'll build trusted partnerships, create exceptional client experiences, and grow the value of your portfolio over time.

This role isn't built around playbooks. It requires someone who enjoys solving unfamiliar problems, can navigate uncertainty with confidence, and takes ownership of finding the best way forward.

What you'll own

• Business Growth: Understand client businesses, identify growth opportunities, and make commercially sound recommendations that drive measurable business outcomes.
• Client Management: Manage client relationships end-to-end, build trust with stakeholders, ensure proactive communication, create an exceptional client experience, and drive long-term client success and retention.
• Performance Marketing: Manage and optimise ads across platforms, understand campaign performance and metrics, and use insights to improve ad effectiveness and client outcomes.
• Strategic Execution: Translate client goals into action by aligning internal teams, managing stakeholders, and ensuring exceptional execution at every stage.
• Portfolio Growth: Strengthen and grow your portfolio by increasing ad spend under management, expanding client partnerships, and driving long-term retention.
• Pod Leadership: Build a high-performing pod by strengthening the team, improving how work gets done, and contributing to sustainable pod growth.

We're looking for someone who

• Has 4 to 5 years of experience in Account Management, Client Servicing, Performance Marketing, or a similar client-facing role.
• Has strong business acumen and can understand what drives growth for a business.
• Has strong hands-on experience with Google Ads and Meta Ads, including campaign management, optimisation, and performance analysis.
• Brings analytical thinking and can translate insights into clear recommendations and action.
• Is comfortable operating in ambiguity and solving problems without predefined answers.
• Has the curiosity and courage to question existing approaches and find better ways of working.
• Can effectively manage multiple priorities, stakeholders, and competing demands without compromising quality.

A note on what this role is not

This isn't a role where you'll simply manage timelines, coordinate meetings, or pass information between clients and internal teams. We're looking for someone who will understand the business behind every account, take ownership of outcomes, and help clients grow their revenues and help them hit their targets.

Why join Tealbox

• Tealbox is a place where you get as much ownership as you want to take up, with a lot of flexibility. Being a young organisation, the kind of people who thrive here are ones who are proactive, want to grow fast, and are accountable.
• You get to solve business problems directly with clients here. Here, you get to be the big fish of this pond, instead of a small fish in a large ocean. What that gives you is the ability to cause change directly with decision makers on the client’s side.
• We love our freedom, and we respect each other’s freedom. There’s infinite freedom, but that comes with infinite accountability and high trust that you’ll need to build and maintain with your teammates.
• There’s freedom to think as boldly as you’d like, as long as you can also see it through in your actions.
• You’ll work with people who prioritise logic and business first thinking over anything else. It means calling out anything that feels illogical or not aligned with helping clients' businesses grow.

If this sounds like the kind of role where you’d thrive, we’d love to hear from you.

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

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

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.

Tealbox Digital · Gurgaon · Hybrid, 3 days a week · 5–10 years' experience

₹20–26 lakh fixed + up to 20% variable

Please fill the form to apply: https://forms.gle/zi11r958i7hjneRQA

The bet we're making

Most of what a media buyer does today - building campaigns, structuring accounts, reading reports, spotting the obvious optimisation - is going to be absorbed by AI. Not in five years. Now.

If that's right, the scarce skill in an agency stops being platform expertise. It becomes two things. Knowing what to point the systems at. And being the person a client actually trusts.

We're hiring for that role. You'd own a portfolio of client businesses. You'd run them through an AI layer we're building. You'd be the human accountable for what comes out. Not an account manager who uses AI. Someone whose job is to get far more done per person than the industry thinks possible.

About Tealbox

We're a paid media agency for B2B SaaS and DTC brands, on Meta, Google and YouTube. Accounts run from ₹5 lakh to ₹5 crore a month in ad spend. Small team, serious about the craft. We're working out what an agency should be once the execution gets automated.

What you'd own

• The portfolio. A book of client businesses, end to end. Measured on whether clients stay and grow and on the portfolio's margin - not on what you shipped.
• The client relationship. You're the person they call. You bring a point of view they didn't ask for. You tell them the truth when it's inconvenient. You say no when no is right.
• Quality control at scale. The hard part. Twenty accounts of AI-generated analysis means twenty accounts of plausible-looking output. Some of it is wrong. All of it is spending someone's money. You're the check.
• The AI layer, applied. We build the systems. You decide how they're used on each account. You spot where they're working and where they're producing confident nonsense. You tell us what to build next.
• A small pod. A couple of people plus the systems. You coach them and set how the pod works.

Who we're looking for

Five to ten years in account management, client servicing, performance marketing or growth. We care more about the shape of your judgment than the label on your CV.

• Business judgment. You see what actually drives a client's business. When you see a number, you have an instinct for whether it's plausible before you check.
• Client trust. You've held senior relationships and kept them. You've challenged a client and been right.
• AI fluency you can show. Not "I use ChatGPT." You've changed how you work. You know where the tools break. You've built something other people now use.
• The scepticism to catch a wrong answer. You don't accept confident output because it's well formatted.

On advertising knowledge, read carefully. You need to read performance data with confidence. You need to hold your own with a media buyer. You need to be credible with a client about why performance moved. That's a real bar and we'll test it. You do not need to build campaigns yourself. We think the buying craft moves into the systems. What doesn't move is judgment about whether the output is any good. If you're a strong media buyer who wants to keep building campaigns, this job will frustrate you.

Compensation

Fixed: ₹20–26 lakh a year, depending on experience. Variable: up to 20% of fixed, paid twice a year. Three targets: client retention in your portfolio, portfolio margin, and accounts under management.

Why this is worth your time

• You'd be early on the thing everyone's about to do. Every agency will claim to be AI-native within two years. You'd have actually done it, with proof.
• Your output is your market value. If you can run twenty-five accounts where a peer runs six, you're worth several times that peer in the market. The variable is built to reflect that. This role makes you more valuable, not more locked in.
• Direct line to the founder building the system you use. Your feedback goes straight to the person building it.

The honest version

• The AI layer runs on a few accounts today. It's being expanded. Some of what you need will be ready when you join. Some won't. You'd shape it from real problems.
• The ramp is real. You start with five to eight accounts, not twenty. Twenty to thirty is where this goes within a year, if the systems deliver. That's the direction, not the starting line.
• Gurgaon-based, hybrid, three days a week in office; days agreed with Varun.
• We work to the outcome. When a client outcome, a launch or a live problem needs attention outside normal hours, we deal with it. That expectation grows with seniority. Three things come with it. Your manager owes you recovery time after a heavy stretch. Anything that causes repeated out-of-hours work gets fixed as a process problem, not absorbed. And nobody here measures commitment by response time at midnight.
• We're mid-repair. We're a founder-led business fixing how it manages people. You'd be joining during, not after.
• Nobody has done this job before. Including us.

How we'll hire

Four rounds, quick, and you'll know where you stand at every step.

1. Track record and business judgment: A conversation.
2. Assignment: A three-hour take-home exercise.
3. Client leadership: Assignment discussion and a live client role-play.
4. Values and ways of working: A two-way conversation.

If this sounds like the kind of challenge you’d enjoy, we’d love to hear from you.

About Codemonk

Codemonk is a product and digital engineering (PDE) services company. We build custom software across three service lines: Enterprise AI (knowledge retrieval, agentic workflows, process automation), Enterprise Application Engineering (portals, platforms, and enterprise integrations), and Computer Vision & Industrial AI (safety monitoring, quality inspection, spatial intelligence). We work with global enterprises, including a long-standing relationship with a Fortune 500 FMCG company, alongside specialized industrial and technology clients across India and Japan. About the role You'll own a portfolio of existing accounts spanning our largest strategic relationships and a set of smaller, recurring accounts. Twelve months in, you will be running structured account plans for your top accounts, owning the commercial relationship — pricing, negotiation, deal shaping — rather than relaying proposals from our pre-sales team. You'll have built a track record of self-originated cross sell and upsell opportunities across all three of Codemonk's service lines. On our very largest accounts, you'll operate alongside company leadership, who stay involved as executive sponsors — this role is the account strategist and day-to-day commercial owner, not a replacement for that senior relationship.

What you'll do

• Own the commercial relationship for a named portfolio of existing accounts, spanning global enterprise and mid-market industrial clients, from high-touch strategic accounts to lighter touch recurring ones

• Build and maintain structured account expansion plans — growth levers, quarterly roadmap, risk register — for your top accounts, and run regular account reviews.

• Proactively identify and pitch cross-sell and upsell opportunities across Codemonk's three service lines, rather than waiting for the client to ask

• Own pricing strategy and commercial structuring for deals within your accounts, partnering with our pre-sales team for technical scoping and estimates rather than simply passing their output through

• Track account health signals — utilization, satisfaction, delivery feedback — in partnership with delivery teams, and convert them into commercial conversations before they become risks

• Keep CRM records for your accounts accurate and complete, as a byproduct of running the account well — not as the job itself

• Partner with company leadership on executive-level engagement (client visits, roadmap workshops) for your most strategic relationships

What we're looking for

Required

• 5–7 years of experience in account management, client partnership, or enterprise sales within a project-based professional services, IT services, or software consulting environment (not primarily subscription/SaaS customer success)

• Experience owning commercial outcomes for enterprise accounts — pricing conversations, contract negotiation, deal structuring — not just relationship maintenance

• A track record of growing revenue within existing accounts through self-originated cross sell or upsell, not only responding to inbound requests

• Comfort translating technical capability into business value for enterprise stakeholders, and partnering closely with technical or pre-sales teams for deeper scoping

• Strong CRM discipline and follow-through

• Excellent stakeholder management skills, comfortable navigating multiple levels of a large enterprise organization Preferred

• Experience managing accounts in FMCG, manufacturing, or industrial sectors

• Experience selling AI, data, or software services specifically

• Exposure to international client engagement, particularly Japan

• Experience building and running structured account plans or quarterly business reviews

Job Opening: Sales Manager (SaaS / RegTech)

Client: Leading RegTech and compliance solutions company in India

Industry: Software (SaaS) / Compliance & Payroll Services

Location: Chennai

Role Overview

We are looking for an accomplished sales professional for our client's Chennai location. You will open doors in a defined territory and be responsible for achieving revenue targets from the prospective customer base.

Key Responsibilities

• Generate new business through cold calling and outreach.
• Follow up with prospects and arrange demos and meetings.
• Build and maintain strong knowledge of the products, industry competitors, and market trends and needs.
• Forecast, manage, and report on pipeline and sales activity.

Requirements

• Minimum 5 years of software or services sales experience in the IT industry.
• Experience selling SaaS, compliance, HRMS, or payroll products and services is highly desirable.
• Excellent written and verbal communication.
• Strong presentation skills, with the ability to manage influential clients and C-level customers across corporates.

About the Client

The client is a leading Regulatory Technology (RegTech) company in India that helps organizations across the country with ease of doing business. It offers a multi-tenant SaaS platform (web and mobile) backed by a comprehensive, near real-time legal and compliance database. It also provides compliance and payroll outsourcing services, with an in-house team of legal, compliance, and payroll experts serving clients across India.

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