collection Executive at KreditBee · Mereside Heights, 3rd Floor, 1st Main Rd, Sakshi Nagar, Pai Layout, Mahadevapura, Bengaluru, Karnataka 560-01 · 1 - 2 years · ₹1.5L - ₹3L / yr · Raised funding · Posted 4 Feb 2025

The JD is as below:
Onboarding customers, collecting all the required documents, executing agreements etc
Collecting repayments and educating customers on credit benefits and timely repayment benefits
Building and maintaining relationships with clients and sellers' ground team
Meeting and exceeding sales targets
Staying up-to-date on company policies and competitor activities
Collaborating with internal teams and anchor teams to ensure the successful product placement
Providing excellent customer service to customers/borrowers

About KreditBee
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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
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.
We are looking for a Customer Success Manager to help customers get lasting value from our products.
Responsibilities
- Own onboarding and adoption for a portfolio of customers
- Track account health and reduce churn
- Find upsell and renewal opportunities
- Be the customer's voice to product and support
Requirements
- 2+ years in customer success or account management
- Experience with SaaS products and CRM tools
- Excellent communication and relationship skills
ob Details:
💰 Salary: ₹15,000 – ₹17,000 + Attractive Performance Incentives
🎓 Eligibility: Any Graduate / Diploma / ITI
💼 Experience: Minimum 1 year of experience in NBFC/ Fresher are also welcome
🗣️ Languages: Kannada, Tamil, Telugu, Malayalam
⚡ Joining: Immediate
🎯 Key Responsibilities:
✔️ Handle assigned DPD delinquent loan accounts and ensure timely recoveries.
✔️ Negotiate repayment plans and resolve overdue accounts through effective customer communication.
✔️ Achieve monthly collection and recovery targets while maintaining compliance with company and regulatory guidelines.
✔️ Update collection activities accurately in the CRM and coordinate with internal teams to resolve customer queries.
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
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
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.
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.
Build and maintain strong, long-term relationships with existing and prospective clients.
Understand client requirements and recommend appropriate products or services.
Act as the primary point of contact for assigned clients.
Regularly follow up with clients to ensure satisfaction and identify new business opportunities.
Generate leads through referrals, networking, calling, and other business development activities.
Achieve assigned sales, revenue, and relationship-management targets.
Handle client queries, concerns, and escalations professionally and ensure timely resolution.
Coordinate with internal teams to ensure smooth service delivery.
Maintain accurate records of client interactions, follow-ups, and sales activities.
Identify opportunities for cross-selling and upselling.
Prepare and share periodic client and sales reports with management.
Stay updated on company offerings, industry trends, and competitor activities.






