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Customer Success Specialist

Customer Success Specialist

iRageMumbai, Maharashtra, India
6 days ago
Job description

Role Summary

As a Customer Success Associate , you’ll play a crucial role in delivering world-class service to our clients. You will act as the first line of engagement post-sales, ensuring smooth onboarding, building trusted relationships, and enabling clients to maximize value from our platforms and services. This is a client-facing role that blends financial markets knowledge with problem-solving, communication, and stakeholder management. You’ll partner closely with trading, operations, and technology teams to ensure client success translates into stronger retention, upsell opportunities, and advocacy.

Key Responsibilities :

Client Onboarding & Engagement

  • Manage end-to-end onboarding for new clients, ensuring a smooth & compliant setup.
  • Serve as the primary point of contact for client queries and escalations.
  • Conduct product walkthroughs, training, and knowledge-sharing sessions tailored to client needs.

Relationship Management

  • Build strong, trust-based relationships with clients by understanding their workflows and trading priorities.
  • Act as a client advocate internally ensuring feedback is shared with product, tech, and compliance teams.
  • Drive adoption of new features, upgrades, and services through regular check-ins.

    • Client Success Operations

  • Monitor client activity, identify usage patterns, and flag risks or opportunities proactively.
  • Prepare client health reports, dashboards, and periodic performance reviews.
  • Support compliance, risk, and operations teams in ensuring smooth daily execution for clients.

    • Growth & Retention

  • Collaborate with business development to identify cross-sell and upsell opportunities.
  • Drive renewal and retention efforts with a client-first approach.
  • Represent the firm at client meetings, industry forums, and events when required.

    • Education

  • Bachelor’s degree in Finance, Economics, Business, or related field.
  • MBA / advanced degree is a plus but not mandatory.

    • Experience

  • 1-3 years of experience in customer success, client servicing, relationship management, or support within financial services / broking / HFT / fintech.
  • Exposure to institutional clients or trading desks preferred.

    • Skills

  • Strong understanding of financial markets, trading products, and brokerage ecosystem.
  • Excellent communication, problem-solving, and interpersonal skills.
  • Ability to manage multiple clients and priorities in a fast-paced, high-stakes environment.
  • Proficiency in Excel, reporting tools, and CRM platforms.

    • Mindset

  • Client-first, proactive, and solutions-oriented.
  • Collaborative, adaptable, and detail-driven.

    • Why You’ll Love Working Here

    We’re a team that hustles—plain and simple. But we also believe life outside work matters. No cubicles, no suits—just great people doing great work in a space built for comfort and creativity.

    Here’s what we offer :

    Competitive salary – Get paid what you’re worth.

    Generous paid time off – Recharge and come back sharper.

    Work with the best – Collaborate with top-tier global talent.

    ✈️ Adventure together – Annual offsites (mostly outside India) and regular team outings.

    Performance rewards – Multiple bonuses for those who go above and beyond.

    Health covered – Comprehensive insurance so you’re always protected.

    ⚡ Fun, not just work – On-site sports, games, and a lively workspace.

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    Customer Specialist • Mumbai, Maharashtra, India