Customer Success Manager

New
J
JobgetherFintech, Financial Services
India, 9 PM to 6 AM ISTFull-TimeMiddle
Salary not disclosed
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Job Details

Experience
3–8 years
Required Skills
Data AnalysisCustomer SuccessTroubleshootingRisk ManagementCustomer support

Requirements

  • Bachelor’s or Master’s degree in Finance, Applied Statistics & Analytics, Economics, or a related discipline.
  • Minimum GPA of 8.0/10 or equivalent academic performance.
  • 3–8 years of experience in customer support, customer success, client services, or a similar role.
  • Experience within financial services, fintech, or institutional investing.
  • Familiarity with hedge funds, asset managers, or institutional clients is highly preferred.
  • Strong analytical and troubleshooting abilities to diagnose complex issues.
  • Familiarity with financial markets, investment analytics, and risk-management tools.
  • Excellent written and verbal communication skills for senior-level interactions.
  • Strong collaboration skills for working across cross-functional teams.
  • Ability to work remotely during the required 9 PM to 6 AM IST shift.

Responsibilities

  • Provide prompt, effective, and professional customer support through email and support chat.
  • Develop and maintain strong knowledge of the platform, products, and services to guide customers.
  • Help clients navigate the platform, optimize workflows, and maximize value derived from products.
  • Troubleshoot technical or product-related issues with empathy and strong problem-solving skills.
  • Coordinate escalations with internal teams while keeping clients informed.
  • Collaborate with sales, product, engineering, and analytical teams to resolve client needs.
  • Communicate customer feedback and recurring issues to inform product improvements.
  • Proactively build trusted client relationships to improve adoption and long-term value.
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