As a Customer Success Manager, you'll support clients, resolve issues, and gather feedback to enhance products and services. You'll collaborate with multiple teams and drive client success.
Job Title: Customer Success Manager
Location: Remote
Job Type: Full-Time
Shift timings: 9 PM IST to 6 AM IST
About Us:
We are seeking Customer Success Managers to join our team and collaborate closely with our clients, analysts, sales, product, and engineering teams. In this role, you'll be instrumental in ensuring client success and driving company growth. You’ll proactively engage with clients, helping them navigate our platform, optimize their workflows, and achieve their business objectives. By translating financial insights into actionable strategies, you’ll foster strong relationships, drive product adoption, and maximize client value.
Key Responsibilities:
- Customer Support: Provide prompt and effective support to customers through email and support chat.
- Product Knowledge: Maintain a deep understanding of company products and services to assist customers effectively and provide appropriate solutions.
- Collaboration: Work closely with other departments (Sales, Product, and Engineering) to address customer concerns and provide seamless support.
- Issue Resolution: Troubleshoot and resolve customer issues, concerns, or technical problems with empathy and professionalism.
- Escalation Management: Identify complex issues and escalate them to the appropriate department or higher-level support while ensuring the customer is kept informed.
- Customer Feedback: Gather customer feedback and provide insights to the team to help improve products, services, and overall customer experience.
Qualifications:
- Education: Bachelor’s or Master’s degree in Finance, Applied Statistics & Analytics, Economics, or a related field from a reputable institution. A minimum GPA of 8.0/10 (or equivalent) is required.
- Experience: 3-8 years of experience in customer support, client services, or a similar role within financial services, financial technology, or institutional investing. Experience working with hedge funds, asset managers, or institutional clients is highly preferred.
- Technical & Analytical Skills: Strong problem-solving and troubleshooting abilities to diagnose and resolve complex client issues efficiently.
- Industry Knowledge: Familiarity with financial markets, investment analytics, and risk management tools is a strong advantage.
- Communication: Ability to engage with senior-level clients in a professional and solution-oriented manner.
Why Join Us?
- A dynamic, fast-paced startup environment.
- Competitive compensation & growth opportunities.
- Opportunity to collaborate with a talented engineering team.
Similar Jobs
Artificial Intelligence • Marketing Tech • Real Estate
Own post-purchase customer success for real estate investor buyers. Responsibilities include onboarding, activation, account health scoring, retention and churn management, escalations, refund resolution, customer feedback analysis, reporting, and building playbooks from scratch. The role partners with sales, support, product, engineering, and analytics while directly owning retention metrics and working at least four hours daily with US Eastern Time.
Top Skills:
Ai ToolsAmplitudeBigQueryCRMHubspotIntercomLifecycle Email AutomationLookerMetabaseSQL
Marketing Tech • Software • Analytics
Manage strategic ANZ customer accounts through onboarding, platform adoption, training, optimization, retention, and growth. Build trusted stakeholder relationships, develop success plans, identify churn risks, coordinate with internal teams, provide product feedback, and support customer references and case studies. The role requires strong SaaS or digital optimization experience, ANZ market knowledge, and occasional client travel across Australia.
Top Skills:
Ai-Powered InsightsBehavioral AnalyticsDigital ExperimentationPersonalizationSaaS
Cloud • Software
Manage post-sales relationships for security SaaS customers, leading onboarding, deployment, adoption, renewals, retention, and expansion. Advise stakeholders on AppSec and vulnerability management workflows, train users, monitor account health, coordinate support and engineering teams, manage feature requests, conduct business reviews, and identify upsell opportunities. The role requires strong cybersecurity knowledge, project management, communication, organizational, and sales skills, with travel up to 20%.
Top Skills:
Ai ToolsAppsecCloud SecurityDastDevOpsQualysSaaSSastScaTenableVeracodeVulnerability Management
What you need to know about the Pune Tech Scene
Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.
