Customer Success Executive

Overview

Jaxl Innovations Pvt. Ltd. is seeking a dedicated Customer Success Executive to join its Lucknow office. This full-time, on-site position involves managing client onboarding, handling KYC and payment coordination, and maintaining seamless client communication to ensure an exceptional onboarding experience.

Key Responsibilities

• Manage and oversee the complete client onboarding process from initiation to completion.
• Coordinate with clients to secure timely completion of KYC and documentation requirements.
• Initiate client nudges, reminders, and follow-ups to ensure smooth progress.
• Handle payment coordination including follow-ups on pending dues and payment-related issues.
• Establish and nurture positive client relationships through frequent and professional communication.
• Respond to client inquiries and collaborate with internal departments for prompt problem resolution.
• Work closely with Sales, Operations, Finance, and other teams to facilitate smooth onboarding operations.
• Maintain records of onboarding status, KYC, payments, and other client milestones accurately.
• Identify potential delays in onboarding and proactively address to maintain workflow continuity.
• Ensure a polished and professional experience for clients throughout their journey.
• Keep client information and activity logs current and precise.

Candidate Requirements

• 1 to 2 years of experience in Customer Success, Client Servicing, Account Management, or a related field.
• Prior exposure to the B2B SaaS industry is preferred.
• Outstanding verbal and written communication skills.
• Strong skills in following up and managing client relationships.
• Ability to efficiently coordinate with diverse teams and stakeholders.
• Excellent organizational and time management capabilities.
• Composure in dealing with targets, deadlines, and managing multiple client accounts.
• Proactive attitude with a firm sense of accountability and ownership for tasks.
• Customer-centric approach capable of managing professional client interactions.
• Proficiency in basic productivity tools and CRM or relevant software platforms.

Indicators of Success

Success in this role is demonstrated by ensuring clients progress without friction through onboarding phases, accomplishing KYC and payment goals on schedule, maintaining consistent communication, and delivering timely support.

Benefits of Joining

• Engage in a dynamic and expanding B2B SaaS environment.
• Gain hands-on experience dealing directly with clients, enhancing customer management expertise.
• Collaborate across multiple functions, enriching professional knowledge across business areas.
• Join a culture that values ownership, effective communication, and superior customer experiences.

Location and Work Schedule

Based in Lucknow with a mandatory on-site presence.

Eligibility

Professionals with relevant experience and skills who thrive in client-focused roles and enjoy organized, proactive work styles will find this role suitable.