Jr. Customer Success Associate

Cloud Counselage Pvt Ltd

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Job Overview:

Looking for a Jr. Customer Success Associate with 1 - 2 yrs of strong experience in a client management, customer success, support or account management role at a financial services/technology company (ie FactSet, MSCI, Enfusion, S&P, etc).

They should have the ability to manage multiple projects and work collaboratively.

They are someone who is staying in Mumbai and can join immediately or having notice period of less than 30 days.

Responsibilities

• 1. Answering day to day client queries and providing creative solutions
• 2. Working on large-scale project that optimizes their clients workflows
• 3. Training clients on their platform
• 4. Helping to improve client documentation, writing help articles, or creating how-to videos
• 5. Becoming an expert on their platform

Mandatory Requirement:

• 1. Strong understanding of investment management workflows and operations
• 2. Client-facing experience
• 3. Excellent writing and verbal communication skills

Eligibility Criteria:

• Bachelor's or master's in finance or Applied Statistics & Analytics

• Timings: 05:30 am to 02:30 pm(Hybrid)

• Job Location: Mumbai

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