Customer Success Manager in India at Jobgether

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.

• 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.

• 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.

• 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.