Technical Writer

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.

About Company

Our client works in the area of skilling and livelihoods for underserved youth. It is a pioneering program with a strong PPP model, an agency-led

approach to livelihoods and a vision of socio-economic transformation. The NGO runs through a public-private partnership that empowers the Government, Corporates, NGOs and Citizens to work together toward changing lives.

Responsibilities

● Design and execution of research into the impact of an agency-led approach to livelihoods.

● Design and execution of the appropriate baseline surveys in communities.

● Gaining an in-depth understanding of the impact of the NGO program at the community level.

● Identification of research partners as required.

● Building tools and systems for monitoring and evaluation of the Lighthouse program and guiding the work of the data & reporting team.

● Data quality audits for program-specific data across the organization.

Requirements

● Master’s degree in statistics or economics with a specialization in statistical methods, or social sciences with training in qualitative and quantitative research methods.

● Minimum 5 years of work experience in the social sector/ corporate sector.

● Critical thinking

● Analytical ability

● Result orientation

● Excellent written and oral communication in Hindi and English (Knowledge of Marathi

will be an added advantage)

● Creativity

• Minimum of 1 year experience in Call center / freshers can also apply
• 12th or any degree
• Languages : Tamil, Malayalam , Basic English

• 4+ yearsof working experienceas a PHP developer
• User authentication and authorization between multiple systems, servers, and environments
• Experience with PHP web frameworks including CodeIgniter and Cake
• Proficient knowledge of web technologies including HTML, CSS, JavaScript, jQuery, AJAX, etc.
• Experience with building restful JSON web services.
• Ability to manage projects.
• Familiarity with SQL, PostgreSQL databases
  
  

Responsibilities

• PHP developer who will play a key role in our web development projects.
• Design and develop the front end of the website and its architecture.
• Design and manage the website’s back end, including database and server integration.
• Contribute to all phases of the development lifecycle
• Modify or improve existing websites to make them more interactive and engaging.
• Solve complex performance problems and architectural challenges

Additional Skills

• Good knowledge ofjs, APIs, and Google mapsis a plus.
• Strong analytical, problem-solving, and troubleshooting skills.

Our client is more than 2 decades old NBFC registered with the RBI. The company was set up with an aim to empower rural entrepreneurs, SMEs, and small institutions by micro-financing. The company has come a long way since its inception in 1992 and has evolved with time with the introduction of its App in the small loans sector. At present, the company has more than 5000 employees and has serviced millions of borrowers to accomplish their dreams.

The group has diversified into the education segment and is running two schools. The schools are part of one of the largest private school chains in India. The schools have a flourishing family of 350 teachers and 6500 students. The leadership team at the helm of the company has demonstrable experience in financial services and has built the company by upholding the trust of its customers.

• Delivering efficient and effective corporate governance and secretariat support and advice
• Advising and keeping the management informed about their legal responsibilities
• Maintaining statutory registers and other records as per relevant legal Act(s)
• Drafting and vetting of various legal documents and agreements for the company
• Being responsible for all regulatory compliances of the company
• Convening various meetings as per procedure in law
• Keeping up to date with any regulatory or statutory policies and changes that might affect the organization
• Planning and coordinating internal audits
• Handling corporate filing and managing the processes and procedures related to the same
• Preparing various reports of the company by ensuring compliance of relevant rules, laws and regulations
• Working closely with various key stakeholders and acting as a point of coordination for matters related to corporate governance
• Improving processes related to corporate governance and secretariat by identifying and working on opportunities to improve coordination and communication

• Qualified Company Secretary with relevant work experience of 3 – 5 years
• Previous experience of practical corporate compliances and also proven ability to handle independently corporate compliance of listed Company according to Listing Regulations.
• Must be active in understanding various amendments.
• Excellent knowledge Company/SEBI Law. In-depth knowledge of the industry standards and regulations.
• Proficiency in MS Office Suite. Excellent communication, coordination and analytical skills.
• Outstanding and vigilant planning and implementing abilities

• research and identify new business opportunities - including new markets, growth areas, trends, customers, partnerships, products and services - or new ways of reaching existing markets
• seek out the appropriate contact in an organisation
• generate leads and cold call prospective customers
• meet with customers/clients face to face or over the phone
• foster and develop relationships with customers/clients
• understand the needs of our customers and be able to respond effectively with a plan of how to meet these
• think strategically - seeing the bigger picture and setting aims and objectives in order to develop and improve the business
• have a good understanding of the businesses' products or services and be able to advise others about them

We are looking to hire a talented PHP developer to manage our back-end services and ensure a seamless interchange of data between the server and our users. As a PHP developer, you will be responsible for developing and coding all server-side logic. You will also be required to maintain the central database and respond to requests from front-end developers.

To ensure success as a PHP developer, you should have in-depth knowledge of object-oriented PHP programming, an understanding of MVC designs, and working knowledge of front-end technologies including HTML5, JavaScript, and CSS3. Ultimately, a top-level PHP Developer can design and build efficient PHP modules while seamlessly integrating front-end technologies.

• Conducting analysis of website and application requirements.
• Writing back-end code and building efficient PHP modules.
• Developing back-end portals with an optimized database.
• Troubleshooting application and code issues.
• Integrating data storage solutions.
• Responding to integration requests from front-end developers.
• Finalizing back-end features and testing web applications.
• Updating and altering application features to enhance performance.

• Bachelor’s degree in computer science or a similar field.
• Knowledge of Core PHP and web framework CodeIgniter.
• Knowledge of front-end technologies including CSS3, JavaScript, and HTML5.
• Understanding of object-oriented PHP programming.
• Previous experience creating scalable applications.
• Familiarity with SQL/NoSQL databases.
• Ability to project manage.
• Good problem-solving skills.