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Customer Success Manager

Job Type: Full Time
Job Location: Malad Mumbai
Experience: 1 - 2 Years
Rotational Shift: 02:30 pm to 11:30 pm 05:00 am to 02:00 pm 08:00 pm to 05:00 am


About the Role:

We are looking for a Customer Success associate with strong experience in client management, customer success, support or account management. One should have a strong understanding of investment management workflows and operations, client facing experience and ability to manage multiple projects and work collaboratively.



  1. Answering day to day client queries and providing creative solutions
  2. Working on large scale project that optimize our clients’ workflows
  3. Training clients on the EDS platform
  4. Helping to improve client documentation, writing help articles, or creating how to videos
  5. Becoming an expert on the EDS platform


Desired Skills / Qualifications:

  1. Candidate should possess a Bachelor or master’s degree in finance or Applied Statistics & Analytics.
  2. Experience of working at financial services/technology company((ie FactSet, MSCI, Enfusion, S&P, etc).
  3. Ability to manage multiple projects and work collaboratively.
  4. Should have excellent writing and verbal communication skills.


Benefits and Perks:

  1. Atmosphere of growth and opportunity
  2. Collaborative culture of smart, young and dedicated people
  3. Super modern WeWork office with the cappuccino on tap, ping pong tables, and exciting atmosphere
  4. Other perks and employee benefit

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