Experience Required: 1-4 years of experience in Customer Success, Account Management, or Client Relationship Management, preferably in SaaS/HRMS/Enterprise Software.
Job Summary
We are seeking a proactive and customer-centric Executive - Customer Success to strengthen client relationships and ensure product adoption, retention, and satisfaction. The role involves onboarding new customers, guiding them through best practices, addressing escalations, and acting as a trusted advisor to maximize value from our solutions. The ideal candidate will possess strong communication skills, problem-solving ability, and the capability to work cross-functionally to deliver a seamless customer experience.
Key Performance Indicators (KPIs)
- Customer Health Score: Maintain 75-85% (healthy range) for assigned accounts.
- Net Promoter Score (NPS): Achieve +20 or higher.
- Churn Rate: Keep below 10% annually.
- Adoption Rate: Increase feature utilization by 20% within 6 months.
- Renewal Rate: Achieve 90% renewal success for assigned accounts
Key Responsibility
- The Customer Success executive ensures clients maximise value from the SaaS HR Tech platform, driving adoption, satisfaction, and retention for customer accounts.
- They manage adoption & engagement, build relationships, and address customer needs proactively, collaborating with Support and Sales teams.
- Serve as the primary point of contact to customers, addressing day-to-day inquiries and ensuring seamless communication.
- Monitor account health and implement corrective actions in collaboration with other CS subfunctions, such as support and product teams, to maintain customer satisfaction.
- Collaborate with Sales, Support, and Product teams to resolve customer issues and ensure alignment with customer needs.
- Conduct pre-handover sync with the implementation team to align on customer goals and setup.
- Schedule and deliver admin training on greytHR products to customers.
- Enable product feature adoption for customers.
- Review & analyse weekly module usage for customer accounts.
- Proactive/Reactive monitoring of early warning signals to engage users.
- Escalate setup issues to keep the account green.
- Initiate action based on the NPS/CSAT feedback received from the client.
- Track product usage monthly to quantify expected adoption for accounts.
- Share success tips, best practices with clients
- Review & action weekly engagement reports for health tracking.
Required Skills (Intermediate Level Focus)
Category Skills
- Customer Relationship Management: Customer adoption & engagement (I), Relationship Building (I), Managing Escalations (I), Renewals & Retention (I), Customer Feedback Collection
- Product & Industry Knowledge: SaaS Product Knowledge (I), Product Adoption
- Customer Success Strategy: Customer Retention Fundamentals (I), Customer Health Scoring (I), Adoption & Usage Monitoring (I), Proactive Check-Ins
- Digital & Technical Skills: CRM Systems (I), Data Analytics & Reporting (I), Customer Portal Management (I), Product Adoption Tracking (I)
- Soft Skills: Active Listening (I), Empathy in Customer Interactions (I), Verbal Communication (I), Time Management (I)