TEAM LEADER(BPO)

Customer Success

Experience: 6+ Years

Location: Mumbai, India

WHO WE ARE:

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a who’s who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.

We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.

In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.

OUR VALUES: Go with your GUT

● Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.

● Understanding through Listening and Speaking the Truth. We value transparency. We communicate with radical candor, authenticity and precision to create a shared understanding. We challenge, but once a decision is made, commit fully.

● I Win for Teamwin. We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win together.

About the Role:

We are seeking a dynamic and relationship-driven Customer Success Manager to join our team. In this role, you will be the primary point of contact for our key clients, helping to drive engagement, retention, and account growth. You’ll combine strategic thinking, data analysis, and financial acumen to ensure our clients receive maximum value from TIFIN’s offerings.

Key Responsibilities:

• Own and manage relationships with key accounts, building strong rapport and long-term trust.
• Act as the first point of contact for any client issues, ensuring quick resolution and seamless communication.
• Drive client engagement by delivering regular check-ins, presentations, and performance reviews.
• Identify and capitalize on upsell and cross-sell opportunities within existing accounts.
• Collaborate with internal teams (product, tech, sales) to align solutions with client needs.
• Monitor key success metrics, analyze data, and provide actionable insights to clients.
• Contribute to strategic planning, client retention initiatives, and growth strategies.
• Ensure customer satisfaction by advocating for the client within TIFIN.

Requirements

• 6+ years of experience in Customer Success, Account Management, or similar client-facing roles, preferably in a fast-paced startup environment.
• Prior experience in finance, fintech, or investment management is highly preferred.
• Demonstrated ability to build and manage key client relationships, drive account growth, and ensure client satisfaction.
• Strong data analytics skills – must be comfortable working with dashboards, interpreting data, and using insights to influence strategy and decision-making.
• Excellent communication and presentation skills with the ability to explain complex/technical concepts to non-technical audiences.
• Proven success in managing multiple accounts and balancing diverse stakeholder needs.
• Highly strategic and solution-oriented, with a strong problem-solving mindset.
• Bachelor’s degree in Finance, Business, or a related field; MBA is a plus.
• Familiarity with tools like Excel, Tableau, Power BI, Looker, or other analytics/dashboard platforms is an added advantage.

A note on location. While we have team centres in Boulder, New York City, San Francisco, Charlotte, and Bangalore,this role is based out of Mumbai.

TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.

Role & Responsibilities:

• Develop new business by Prospecting target accounts, Qualifying prospects & Closing sales.
• Take ownership of the entire sales funnel.
• Conduct cold outreach activities across various channels to generate new sales opportunities.
• Conduct discovery calls and product pitches with prospects to understand their needs, use cases, budgets, etc., and align them with Rekart's value proposition.
• Live demos & follow-up with the leads till the client signs the contract.
• Provide constant feedback to the technical team for enhancement of the product.
• Update and maintain real time data on the sales pipeline using CRM.
• Build and maintain professional relationships with both potential and existing clients.
• Discover and implement new lead generation strategies specific to the market to supplement inbound lead generation, working closely with the Marketing, Inside Sales, and Partnership teams.

Must Have:

• A minimum of 1-2 years of experience in B2B Sales / Business Development in selling technology-based products and services in domestic and/or global markets.
• Demonstrated success in achieving sales target on a monthly and yearly basis.
• Self-motivated individual seeking a challenging new opportunity with exceptional potential for growth.
• Excellent communication skills, both written and verbal, capable of engaging in conversations with C-level executives.
• Detail-oriented with the ability to articulate ideas clearly.
• A background in technology sales and B2B SaaS is an added advantage.

What can you expect from us:

• Constant Learning and Support
• Freedom & Responsibility
• Recognition of hard work & good talent.
• Transparency

Other benefits include provident fund, insurance, personal growth opportunities, technology growth opportunities etc.

About the Job:

We are looking for a Content Writer, preferably a medical professional who has a passion for writing or a writer who found niche in healthcare industry, to create, edit and maintain high quality edit technical and marketing documents for internal and external use.

In this role, you will research, organize, write, and edit health Insurance related medical policies, technical and marketing & sales-related contents, as required.

Responsibilities:

As a Product Marketing Content Writer:

• Create, curate and syndicate content to increase brand awareness.
• Write storyboard and script content for digital and print channels for Sales and Marketing materials.
• Maintain a comprehensive library of technical terminology, standards, and documentation to unify communications.
• Plan future content in collaboration with management to maintain consistency and high-quality for future documentation.
• Proactively and strategically plan content to achieve business goals and user needs.
• Analyse documents to maintain continuity of style of content.
• Serve as writing consultant to other business segments as needed.

As a Technical Writer:

• Obtain a deep understanding of the Medical and Healthcare industry to summarize policy information into simple, polished, and engaging content for internal and external users.
• Write health insurance and medical related content that meets the business needs.
• Develop and maintain detailed repositories of appropriate reference materials in healthcare policies. 
• Research, develop and document technical design specifications and requirements documents and translate technical data into user-focused language.
• Gather information through research, subject matter experts and by reviewing technical requirements.
• Evaluate current content and develop innovative approaches for summarizations and improvement.
• Establish standards and protocols with team members for project documentation.
• Plan, develop, organize, write, and edit internal operational procedures, and training manuals.

We are seeking a talkative, sensible, and skilled negotiator to join our team as an operations associate. The ideal candidate will possess excellent communication skills, a friendly and engaging personality, and the ability to negotiate with clients in a persuasive and professional manner.

Key Responsibilities:

Contact potential customers by phone, or email.

Establish and maintain long-term relationships with customers

Negotiate with clients to achieve objectives

Analyse and understand customer concerns and Company requirements

Prepare and maintain Data Report

Follow up with customers

Qualifications:

Graduate, team, and coordination project experience preferred

Excellent communication and negotiation skills, both verbal and written

Ability to work in a fast-paced environment and handle multiple tasks simultaneously

Good problem-solving skills and the ability to think on your feet

Familiarity with basic computer applications and sales software

Ability to work well in a team and with customers from diverse backgrounds

Prior sales or customer service experience is a plus

If you are a talkative and sensible individual with a talent for negotiation and a passion for delivering exceptional customer servicing, we encourage you to apply for this exciting opportunity.

Preferred candidates, usually spend a lot of time and are familiar with influencers on Instagram and YouTube.

Backend Architect

Experience - 12+ yrs

Mandatory Skills - NodeJS & MongoDB(Data Modelling/ Complex Queries/ Aggregation pipeline )

About Wekan Enterprise Solutions

Wekan Enterprise Solutions is a leading Technology Consulting company and a strategic investment partner of MongoDB. We help companies drive innovation in the cloud by adopting modern technology solutions that help them achieve their performance and availability requirements. With strong capabilities around Mobile, IOT and Cloud environments, we have an extensive track record helping Fortune 500 companies modernize their most critical legacy and on-premise applications, migrating them to the cloud and leveraging the most cutting-edge technologies.

Job Description

We are looking for passionate architects eager to be a part of our growth journey. The right candidate needs to be interested in working in high-paced and challenging environments leading technical teams, designing system architecture and reviewing peer code. Interested in constantly upskilling, learning new technologies and expanding their domain knowledge to new industries. This candidate needs to be a team player and should be looking to help build a culture of excellence. Do you have what it takes?

You will be working on complex data migrations, modernizing legacy applications and building new applications on the cloud for large enterprise and/or growth stage startups. You will have the opportunity to contribute directly into mission critical projects directly interacting with business stakeholders, customer's technical teams and MongoDB solutions Architects.

Location -Chennai or Bangalore

• Relevant experience of 12+ years building high-performance applications with at least 3+ years as an architect.
• Good problem solving skills
• Strong mentoring capabilities
• Good understanding of software development life cycle
• Strong experience in system design and architecture
• Strong focus on quality of work delivered
• Excellent verbal and written communication skills

Required Technical Skills

• Extensive hands-on experiencebuilding high-performance applications using Node. Js (Javascript/Typescript) and. NET/ Golang / Java / Python.
• Strong experience with appropriate framework(s).
• Well versed in monolithic and microservices architecture.
• Hands-on experience with data modeling onMongoDB and any other Relational or NoSQL databases
• Experience working with 3rd party integrations ranging from authentication, cloud services, etc.
• Hands-on experience with Kafka or RabbitMQ.
• Hands on experience with CI/CD pipelines and atleast 1 cloud provider - AWS / GCP / Azure
• Strong experience writing and maintaining clear documentation

Good to have skills:

• Experience working with frontend technologies - React. Js or Vue. Js or Angular.
• Extensive experience consulting with customers directly for defining architecture or system design.
• Technical certifications in AWS / Azure / GCPor other relevant technologies

In this role, you will:

• Integrate user-facing elements developed by front-end developers.
• Build efficient, testable, and reusable PHP modules.
• Solve complex performance problems and architectural challenges.
• Integrate data storage solutions.

You may be a fit if you have:

• 2 – 4 years of experience in building PHP web frameworks such as Lavarel.
• Understand the fully synchronous behavior of PHP.
• Understanding of MVC design patterns
• A proficient understanding building rich UI & front-end technologies, such as JavaScript,

HTML5, and CSS3.

• Working knowledge of object-oriented PHP programming
• Understanding of accessibility and security compliance.
• Strong knowledge of the common PHP or web server exploits and their solutions.
• Experience in using fundamental design principles for a scalable application.
• Knowledge of user authentication and authorization between multiple systems, servers, and environments.

• Knowledge of Integrating multiple data sources and databases into one system.
• Familiarity with limitations of PHP as a platform and its workarounds.
• Understanding of creating database schemas that represent and support business processes.
• Familiarity with SQL/NoSQL, Postgresql databases and their declarative query languages

Duties and Responsibilities

• Analysing user requirements, writing and testing code
• Developing existing programs by analysing existing code and identifying areas for modification
• Integrating existing software products with 3^rd party applications
• Undertakes feasibility study to design software solutions.
• Formulate, approve and recommend technical specifications.
• Responsible for ensuring quality delivery and code reviews.

Skills and Requirements:

• Have a minimum 2:1 degree in Computer Science or Maths with high levels of programming and 3 years’ hands-on technical skills
• Development of Single Page Application (SPA) applications written using Angular framework
• Development experience with .Net, C#, VB.Net, ASP.Net, MVC, Java/TypeScript, HTML & CSS
• Knowledge of SOA, Web API, RESTful JSON, SOAP web services and integration concepts
• Competent Data skills with Microsoft SQL
• Version control using Git and/or Subversion
• Exposure to devOps Continuous Integration and/or Continuous Delivery is a plus
• A working knowledge of SAP is advantageous.

Person Specification:

• Ability to work on their own, to meet project timelines and drive out resolutions to problems.
• Demonstrate good problem-solving abilities with the necessary urgency & responsiveness to incidents, problems and their resolution
• An organised working practice with a mature & calm approach to all user situations
• Good communication skills & attention to detail and ability to interact with Management and be an effective team member
• Ability to write clear procedures including technical and user documentation
• A desire to learn new technical skills and technologies.

About Strata

Strata is a commercial real estate investment platform that offers investors the opportunity to invest in pre-leased commercial assets such as offices, warehouses, and retail spaces across India.

We are one of the fastest-growing Fintech platforms in India and are backed by Elevation Capital, Mayfield, Kotak Investment Advisors, Gruhas (a venture by Nikhil Kamath of Zerodha), and DLF Family Office.

Our headquarter is in Bangalore, India.

We are a small yet close-knit team of 35+ people.

Job Description 

• Collaborate with a team of engineers and managers to create applications used by our Investors, Channel Partners and Operations Team
• Write clean, self-documenting code that follows best practices and design patterns
• Provide creative ideas to improve our product and technology
• Think beyond the specifics of a ticket in order to delight customers or grow the business
• Be a self-starter that can, at times, take initiative and execute on projects with little direction

Minimum qualifications

• 3-5 years of experience
• Expert in Python with knowledge on at least one industry standard framework like Django, Flask, etc.
• Solid knowledge of developing backend applications
• Have a strong demonstrated ability to ship high-quality products
• Self-motivated, collaborative, and diligent work ethic
• Experience using Docker and cloud technologies such as Amazon Web Services (AWS)
• Database design skills