Job Description

- Associate Customer Success

Position: Associate - Customer Success

Location: Pune

Experience: 0.6 - 3 years (Customer Service / Customer Success preferred)

Education: Bachelor's degree in Business Administration, Finance, Marketing, or related field

Role Overview

As an Associate - Customer Success, you will be the direct point of contact for assigned clients, ensuring their satisfaction, smooth operations, and timely resolution of issues. You will manage support tickets, reconcile data in Excel, and prepare MIS reports while building strong relationships with customers.

Key Responsibilities

Handle customer queries via Freshdesk / ticketing tools with quick turnaround time

Reconcile data using Excel and prepare daily/weekly/monthly MIS reports

Manage client relationships and act as the primary POC for assigned accounts

Collaborate with internal teams to ensure smooth operations and compliance

Recommend process improvements to enhance service delivery

Ensure timely completion of assigned activities and escalations

Participate in training sessions and maintain updated job knowledge

Skills & Competencies

Excellent verbal & written communication (English proficiency required)

Strong analytical and problem-solving ability

Customer-focused mindset with empathy and service orientation

Good knowledge of MS Excel and reporting

Tech-savvy and comfortable with CRM / ticketing tools (Freshdesk preferred)

Ability to multitask and manage time effectively

Basic knowledge of Captable, share capital compliance, or tax implications (preferred)

Job Type: Full-time

Pay: ₹250,000.00 - ₹500,000.00 per year

Work Location: In person