About this role
We are looking for a confident and client-focused Customer Success & Product Demo Specialist to handle client onboarding, product demonstrations, relationship management, and post-sales support for our U.S.-based clients.
The ideal candidate should be comfortable speaking with international clients, explaining workflows clearly, conducting live demos, and ensuring a smooth customer experience from onboarding to ongoing support.
Key Responsibilities
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Conduct live product demonstrations for prospective clients
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Explain workflows, processes, and service offerings clearly
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Assist in onboarding new clients
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Coordinate between clients and internal operations teams
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Handle customer queries and provide timely resolutions
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Maintain strong client relationships through regular follow-ups
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Support sales and business development teams during client discussions
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Track customer feedback and improve customer experience
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Ensure high customer satisfaction and retention
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Prepare reports, updates, and follow-up documentation
Requirements
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Excellent spoken and written English communication
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Strong presentation and demo-handling skills
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Comfortable handling U.S.-based clients over calls and video meetings
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Experience in Customer Success, Client Servicing, Demo Calling, or Account Management preferred
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Confident personality with strong interpersonal skills
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Comfortable working in U.S. shift timings
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CRM or client management tool experience preferred
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Ability to explain processes in a simple and professional manner
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Accounting/bookkeeping industry experience is a plus