Customer Success Associate

Sure Solutions; Coimbatore District; On-site; INR 240,000 - 480,000; Full time

Job summary

Sure Solutions is seeking a Customer Success Associate to guide customers through their loan journey, from enquiry to disbursal. You will understand needs, collect documents, and coordinate with internal teams and lending partners.

You will maintain records, provide timely updates via calls and WhatsApp, and resolve concerns with empathy and professionalism. Strong Tamil and English communication is essential, with a customer-first mindset.

Qualifications

• Strong communication skills in Tamil and English.
• Customer-first attitude with good follow-up and organizational skills.
• Comfortable using CRM Software, WhatsApp, phone, email, and basic digital tools.
• Experience in customer service, banking, loans, or financial services is preferred, but not mandatory.
• High integrity, ownership, and willingness to learn.

Responsibilities

• Understand customer requirements and guide them through the loan process.
• Collect documents and coordinate with internal team and lending partners.
• Provide timely status updates through calls and WhatsApp.
• Follow up on enquiries and maintain accurate customer records.
• Resolve concerns with empathy, transparency, and professionalism.

Skills

Tamil

English

CRM Software

WhatsApp

Phone

Email

Digital tools

Tools

CRM Software

WhatsApp

Phone

Email

Job description

We are looking for an empathetic and proactive Customer Success Associate to support customers throughout their loan journey, from the initial enquiry to disbursal.

Key responsibilities

Understand customer requirements and guide them through the process. Collect documents and coordinate with the internal team and lending partners. Provide timely status updates through calls and WhatsApp. Follow up on enquiries and maintain accurate customer records. Resolve concerns with empathy, transparency, and professionalism.

What we are looking for

Strong communication skills in Tamil and English. Customer-first attitude with good follow-up and organizational skills. Comfortable using CRM Software, WhatsApp, phone, email, and basic digital tools. Experience in customer service, banking, loans, or financial services is preferred, but not mandatory. High integrity, ownership, and willingness to learn.