Customer Success Executive

Position Overview

The Customer Success Executive will be responsible for building strong relationships with clients,

ensuring their satisfaction, driving adoption of products/services, and supporting long-term retention

and growth. The role requires excellent communication, problem-solving, and coordination skills to

deliver a seamless customer experience.

Key Responsibilities

• Act as the primary point of contact for assigned customers, ensuring timely resolution of queries

• and issues.

• Drive product adoption and usage by understanding client requirements and providing

• guidance/training.

• Proactively monitor customer health and take steps to enhance customer engagement and

• satisfaction.

• Coordinate with internal teams (Support, Product, Operations, Payroll/HRMS etc.) to address

• customer needs and escalations.

• Track and manage customer lifecycle, including onboarding, engagement, renewal, and

• upselling opportunities.

• Maintain accurate records of client interactions and feedback to support business

• improvements.

• Share insights with Product/Operations teams to influence product roadmap and service

• enhancements.

• Support Quarterly Business Reviews (QBRs) and periodic check ins with key accounts.

• Ensure customers derive maximum value from the company’s offerings, helping them achieve

• their business goals.