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Customer Success Executive

icon briefcase Job Type : Full Time
icon remote-alt Remote / Work from Home

Job Description - Customer Success Executive

 

  • Client Relationship Management
    Build and manage client relationships independently, ensuring strong engagement, satisfaction and long-term retention.

 

  • Behaviour & Market Analysis
    Analyse client behaviour and industry trends to identify opportunities for improving services and enhancing the client experience.

 

  • Cross-Team Collaboration
    Work closely with marketing, product and support teams to address client needs and deliver integrated solutions.

 

  • CRM & Data Management
    Maintain accurate and up-to-date client records in CRM systems, supporting data-driven decision-making and personalized outreach.

 

  • Onboarding & Compliance
    Oversee the onboarding of new clients, ensuring a smooth experience and full compliance with regulatory requirements.

 

  • Targeted Communication & Campaigns
    Develop and implement strategic communication and marketing campaigns tailored to different client segments.

 

  • Lifecycle Monitoring & Reporting
    Monitor client lifecycle metrics and provide detailed reporting and strategic insights to improve engagement and retention.

 

  • Industry Awareness & Strategy Adaptation
    Stay informed on developments in financial services, fintech, crypto, and payments to adapt continuously and optimize customer success strategies.


Requirements

  • Bachelor’s degree in Business, Sales, Marketing, or a related field.
  • 3–5 years’ experience in customer success, sales, or account management, preferably in fintech.
  •  Proficient in CRM tools. 
  •  Comfortable with client data analysis and reporting dashboards.
  • Strong understanding of sales processes, client lifecycle and retention strategies.
  •  Familiar with compliance standards in regulated industries (a plus).
  •  Tech-savvy and quick to learn new platforms and tools.

Personal Attributes


  • Excellent communication and negotiation skills.
  • Works well in a team and collaborates effectively across departments.
  • Strong relationship builder with a client-first mindset.
  • Analytical and solutions-oriented, with attention to detail.
  • Proactive, self-motivated, and results-driven.
  • Adaptable, collaborative, and thrives in a fast-paced environment.
  • Business-aware and focused on supporting client goals.


Benefits

  • Irresistible Compensation Package 
  • Health and Dental Coverage for Well-being
  • Annual Discretionary Bonus based on performance
  • 21days Annual Leave 
  • 5 paid sick leave days. 
  • Flexible Working Hours
  • Working from Home Option 
  • Long Weekend Leave
  • Maternity/Paternity Top Up allowance 
  • Complementary Lunch at the office 
  • Laptop


Original job Customer Success Executive posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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