Customer Success Specialist- Gurgaon

Experience : 1-3 yrs

Salary : upto 10LPA

Skills & Expertise :

- Fintech

- Financial Services

- Customer Success

- Sales

Target Industries & Domains : Fintech/ Payments

Roles & Responsibilities :

As a Capital Consultant you will Live, Win & Thrive on:

- As a Capital Consultant at our organisation, you will play a pivotal role in expanding our client portfolio and nurturing long-term relationships. Your responsibilities will revolve around identifying and strategically onboarding new clients, understanding their unique use cases and guiding them through our platform's features and processes with a customer obsessed mindset. Additionally, you will be responsible for managing and deploying funds to existing clients mapped to you, ensuring their ongoing financial needs are met. Your work will directly contribute to the growth and success of our clients while upholding the company's values and commitment to excellence.

Responsibilities :

1. Identify and engage with potential clients to expand the company's client portfolio.

2. Understand the specific financing needs of each client and effectively communicate how our platform can address these requirements (Build a mindset of being a Co-founder to Founders we are servicing and engaging with)

3. Manage and nurture client relationships, ensuring high levels of client satisfaction and retention.

4. Strategically deploy funds to existing clients based on their growth and working capital demands.

5. Collaborate with the internal teams to continuously improve the platform's features and user experience.

6. Stay updated on market trends and competitor activities to identify potential business development opportunities.

7. Provide regular feedback and insights to the leadership team to improve processes and enhance customer experiences.

Who are we looking for :

- Relevant Experience from 1-4 Yrs in Financial Services, Venture Capital industries

- Bachelor's degree in Business Administration, Finance, or a related field

- Proven experience in client acquisition, relationship management, or business development, preferably in the fintech industry.

- Strong understanding of financial products and services with the ability to articulate complex financial concepts to clients.

- Exceptional communication and interpersonal skills, with a focus on building and maintaining strong client relationships.

- Ability to work in a fast-paced, dynamic environment and adapt to evolving business needs.

- A self-driven, proactive attitude with a passion for delivering exceptional client experiences.

- Familiarity with CRM systems and proficiency in Microsoft Office Suite

Benefits :

- Ownership : We want you to feel like an owner & that will reflect in your salary and equity

- Resources : The best in class equipment for you to excel at work

- A good work-life balance : we do our best work when we're balanced

- Flexible vacation and work hours: We don't adopt conventional work practices that are meaningless for the type of work we do

- Great colleagues : We value a culture of authenticity, humility, and excellence. We want you to make a footprint on our culture

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