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Customer Success Executive
ERP4ImpactMumbai, Maharashtra, India12 days ago
Job descriptionRespond to routine client queries and support tickets Follow up with internal teams for resolution and ensure closure Document recurring issues for future FAQ / help center updates Maintain internal records of client status, usage, and renewals Help collect and document client requests and feedback methodically Track and follow up on unresolved client items (e.g., missing data, pending clarifications) Assist in reminders for report deadlines or ticket responses Help with module-level testing before deployments. Maintain bug logs and track enhancement requests. Collect and organize user feedback for improvements. Assist in preparing demo decks, pricing sheets, and case studies Help manage the sales pipeline CRM or lead tracker Sit in on demos and note client questions and objections for follow-up Direct working experience of handling customers. Clear written & verbal communication. Familiarity with tools like CRM Systems, helpdesk platforms, Microsoft Office & G-sheets. Strong problem-solving skills. Detail-oriented, and eager to learn Reliability in task tracking and coordination Willingness to document and organize processes Curiosity about product workflows or sales journeys
We're Hiring : Customer Success Executive (CTC - INR 5 Lakhs per annum)
Location : Mumbai | 🕒 Experience : 1 - 2 years | 💼 Full-time
Are you someone who enjoys solving problems, helping people, and learning new things? Join our team as a Customer Success Executive and be the go-to person for ensuring our clients have a smooth and successful experience with our platform.
What does the Job look like?
Immediate Areas for Assistance (Customer Success Focus)
1. Training & Onboarding
- Create, maintain and update training decks, video guides, or SOPs.
- Schedule and coordinate client training sessions.
- Assist during live onboarding calls (take notes, track queries send summaries and process documents)
2. Ticket Management & Client Support
3. Documentation & Process Tracking
4. Follow-ups
Growth-Oriented Areas (Product & Sales Exposure) based on interest and capability :
5. Product Testing Support
6. Sales Enablement
Technical Skills for this Role
Personal traits for this Role
Why Join Us?
We’re a close-knit, fast-moving team where you’ll get direct exposure to real client challenges and the inner workings of a tech product. You’ll also have the chance to grow into roles across customer success, product, or sales — based on your interests and strengths.
Interested? Send us your resume at jay@erp4impact.com or drop a message here!
Let’s build something impactful together 💬
hiring #customersuccess #techcareers #product #sales #growthopportunity #FinTech #NGOFinanc
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Customer Executive • Mumbai, Maharashtra, India
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