Customer Success Manager

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Customer Success Manager based in India.

This is an opportunity to join a fast-paced environment where customer success sits at the intersection of financial insights, technology, and client <relationships.You> will work closely with clients to help them navigate the platform, optimize workflows, and achieve meaningful business outcomes.The role combines proactive customer engagement with hands-on support, troubleshooting, and issue <resolution.You> will collaborate with sales, product, engineering, analysts, and other internal teams to ensure a seamless customer experience.A key part of your impact will be translating client needs and financial insights into practical solutions that increase product adoption and <value.You> will also help shape the evolution of products and services by bringing customer feedback and recurring challenges back to internal teams.This role is particularly suited to professionals with financial-services experience who enjoy solving complex problems and building trusted client relationships.

Accountabilities

• Provide prompt, effective, and professional customer support through email and support chat, ensuring a consistently positive client experience.
• Develop and maintain strong knowledge of the platform, products, and services to guide customers toward appropriate solutions.
• Help clients navigate the platform, optimize their workflows, and maximize the value they derive from available products and services.
• Troubleshoot customer concerns and technical or product-related issues, approaching complex situations with empathy, ownership, and strong problem-solving skills.
• Identify issues requiring additional expertise and coordinate escalations with the appropriate internal teams while keeping customers informed throughout the process.
• Collaborate closely with sales, product, engineering, analysts, and other stakeholders to resolve customer needs efficiently and improve the overall service experience.
• Gather, structure, and communicate customer feedback, recurring issues, and product insights to help inform improvements to products, services, and customer experience.
• Build trusted relationships with clients and proactively identify opportunities to improve adoption, satisfaction, and long-term value.

Requirements

• Bachelor’s or Master’s degree in Finance, Applied Statistics & Analytics, Economics, or a related discipline from a reputable institution.
• Minimum GPA of 8.0/10 or equivalent academic performance.
• 3–8 years of experience in customer support, customer success, client services, or a similar role within financial services, fintech, or institutional investing.
• Experience working with hedge funds, asset managers, or other institutional clients is highly preferred.
• Strong analytical and troubleshooting abilities, with the capacity to diagnose complex client issues and develop practical solutions.
• Familiarity with financial markets, investment analytics, and risk-management tools is a strong advantage.
• Excellent written and verbal communication skills, with the ability to interact confidently and professionally with senior-level clients.
• Strong collaboration skills and the ability to work effectively across sales, product, engineering, and analytical teams.
• Customer-focused mindset with empathy, ownership, responsiveness, and a solution-oriented approach.
• Ability to work remotely during the required 9 PM to 6 AM IST shift.

Benefits

• Competitive compensation.
• Growth and career-development opportunities.
• Opportunity to work in a dynamic, fast-paced startup environment.
• Collaboration with talented engineering, product, analytical, and client-facing teams.
• Opportunity to work with sophisticated financial-services and institutional clients.
• Fully remote work arrangement.
• Exposure to financial technology, investment analytics, and client-success operations.