Customer Success Manager

New
J
JobgetherFinancial Technology
India, 9:00 PM to 6:00 AM ISTFull-TimeMiddle
Salary not disclosed
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Job Details

Experience
3–8 years
Required Skills
Data AnalysisProblem SolvingCustomer SuccessTroubleshootingRisk Management

Requirements

  • Bachelor’s or Master’s degree in Finance, Applied Statistics & Analytics, Economics, or a related field.
  • Minimum GPA of 8.0/10 or equivalent.
  • 3–8 years of experience in customer support, client services, or customer success.
  • Experience within financial services, fintech, or institutional investing.
  • Strong problem-solving, analytical, and troubleshooting abilities.
  • Excellent written and verbal communication skills.
  • Strong customer orientation, empathy, and attention to detail.
  • Ability to collaborate effectively with cross-functional teams.
  • Willingness to work the 9:00 PM to 6:00 AM IST shift.

Responsibilities

  • Provide prompt, professional, and effective customer support through email and support chat.
  • Develop a strong understanding of the platform, products, and services to guide customers effectively.
  • Build trusted relationships with clients by understanding their needs and supporting product adoption.
  • Troubleshoot customer concerns and technical issues using strong problem-solving skills.
  • Manage escalations by coordinating with internal teams and maintaining clear communication.
  • Collaborate with Sales, Product, Engineering, and Analytics teams to improve service delivery.
  • Gather and communicate customer feedback to drive product and service improvements.
  • Translate financial and analytical insights into actionable guidance for clients.
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