Customer Success Manager

Posted 13 hours ago

This is a fully remote position, open to applicants in India.

📋 Description

• Deliver timely and effective customer support via email and chat.

• Maintain comprehensive knowledge of company products and services to assist customers and offer suitable solutions.

• Work closely with Sales, Product, and Engineering teams to resolve customer issues and provide smooth support.

• Diagnose and resolve customer inquiries, concerns, or technical challenges.

• Recognize complex issues and escalate them to the relevant department or higher-level support while keeping customers updated.

• Collect customer feedback and offer insights to enhance products, services, and overall customer satisfaction.

• Assist clients in navigating the platform, streamlining workflows, and achieving their business goals.

• Convert financial insights into actionable strategies, build relationships, drive product adoption, and maximize client value.


⛳️ Requirements

• Bachelor’s or Master’s degree in Finance, Applied Statistics & Analytics, Economics, or a related discipline from a recognized institution.

• Minimum GPA of 8.0/10 (or equivalent).

• 3-8 years of experience in customer support, client services, or a comparable role within financial services, financial technology, or institutional investing.

• Experience with hedge funds, asset managers, or institutional clients is strongly preferred.

• Excellent problem-solving and troubleshooting skills to efficiently diagnose and address complex client issues.

• Familiarity with financial markets, investment analytics, and risk management tools is a significant advantage.

• Capability to engage with senior-level clients in a professional and solution-focused manner.

• Willingness to work from 9 PM IST to 6 AM IST.


🏝️ Benefits

• Competitive salary.

• Opportunities for professional growth.

• Chance to collaborate with a skilled engineering team.

• A dynamic and fast-paced startup environment.

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