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

Client Success Operations

Growth & Retention

Education

Experience

Skills

Mindset

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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