This role is with a fintech company, The ideal candidate's responsibilities include handling RFPs / RFQs / FDD / API requirements, configuring and customizing solutions, maintaining client documentation and communication records, and resolving customer issues, the position requires regular client engagement / meetings.
Responsibilities
- Must have experience in RFP OR RFQ OR FDD OR API
- Showcase our solution capabilities to potential customers, help set up sandboxes, configure solutions and make customization as per requirement.
- Manage the onboarding process for each new customer.
- Assist the sales team in driving and managing renewals.
- Serve as a key communication point for issues assigned and work to resolve complex issues while providing system knowledge and expertise.
- Maintain the records of conversations with clients.
- Manage the documentation for all clients, make required changes when necessary.
- Effectively manage and prioritize customer queries.
- Keep in touch with clients regularly to get feedback and updates.
- Contribute to initiatives outside of customer conversations that better the customer experience, both low-touch and high-touch.
- Work cross-functionally with product, sales, and support team members to foster a strong sense of community and information sharing.
Qualifications
2-6 years of experience in a customer success support roleExposure to Fintech / tech / BA background is preferred.Understanding of the technical documentationExcellent verbal and written communication skillsUnderstanding of Technology like Java, API, Database, Postman etc. is a must.Knowledge in SaaS products will be an advantage.