Customer Success Specialist

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.

Learn and lead – Regular knowledge-sharing sessions led by your peers.

Annual Education Allowance – Take any external course, or certification that makes you better

at your craft.

️ Stay fit – Gym memberships with equal employer contribution to keep you at your best.

Relocation support – Smooth move? We’ve got your back.

Friendly competition – Work challenges and extracurricular contests to keep things exciting.

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