Customer Success Executive

startuphr.consulting; Bengaluru; On-site; INR 300,000 - 420,000; Full time

Job summary

startuphr.consulting is seeking a Customer Success Associate in Bengaluru. The role involves coordinating with customers, internal teams, and sales to ensure timely delivery of services. You will manage documentation, follow-ups, and status updates while maintaining strong client relationships.

The position requires 1-2 years of experience, immediate notice, and readiness to work with cross-functional teams in a fast-paced startup environment in Bengaluru.

Qualifications

• Excellent communication and relationship management with customers.
• Proven ability to coordinate across multiple internal teams.
• Strong organizational and documentation skills.
• Proficient in MS Office and CRM usage.
• Good follow-up and task-tracking abilities.

Responsibilities

• Coordinate day-to-day communications with customers and internal teams.
• Capture and relay customer requirements and feedback to relevant departments.
• Provide status updates on projects, schedules, and deliverables.
• Maintain accurate CRM/MIS records and generate routine reports.
• Support sales and CS teams with quotations and meetings as needed.
• Track samples, documentation, and project materials for traceability.

Skills

Customer coordination

Communication

Multi-tasking

Documentation

MS Office

Tools

CRM

Microsoft Office

Job description

Looking for Customer Success Associate

1-2 Years

Notice Period : Immediate

Location : Bangaluru

Languages : Kannada (if Located in Bengaluru)

Languages : Tamil (If located in Chennai)

Key Responsibilities

A. Customer Coordination & Customer Success

• Support day-to-day communication and coordination with customers.
• Understand customer requirements and ensure the same are communicated to the concerned internal teams.
• Provide customers with timely updates on project status, schedules, pending actions, and deliverables.
• Follow up with internal teams and customers to ensure commitments are completed on time.
• Record and communicate customer feedback and concerns.
• Support the Customer Success Manager/Asst. Manager in maintaining strong customer relationships.
• Assist in resolving routine customer queries and escape critical concerns appropriately.

B. Testing & Project Coordination

• Understand basic customer requirements related to testing services.
• Coordinate with technical/testing teams regarding feasibility, scheduling, sample requirements, and project status.
• Track testing schedules, pending activities, draft reports, final reports, and other deliverables.
• Follow up with concerned teams for timely completion of assigned activities.
• Maintain project trackers and ensure pending actions are regularly updated.
• Escalate delays, technical constraints, or operational issues to the reporting manager.

C. Sample & Documentation Coordination

• Coordinate sample receipt, identification, movement, dispatch, and return with concerned teams.
• Ensure required sample-related documents and records are maintained.
• Maintain proper traceability of samples and project materials.
• Coordinate with internal teams for timely availability and movement of samples.
• Ensure customer/project documentation is updated and properly maintained.

D. CRM, MIS & Reporting

• Maintain accurate customer and project information in the CRM system.
• Update customer interactions, follow-ups, quotations, project status, and pending actions.
• Prepare routine MIS reports and trackers as required.
• Track quotation status, PO/WO status, testing progress, reports, and customer follow-ups.
• Provide regular status updates to the reporting manager.
• Ensure accuracy and timely updating of customer and project records.

E. Sales & Business Support

• Support the Sales and Customer Success teams in quotation and proposal coordination.
• Follow up with customers for quotation feedback and PO/WO confirmation.
• Assist in customer meetings and visits, when required.
• Coordinate internally to support smooth conversion of customer requirements into projects.

F. Store & Asset Coordination

• Support the team in monitoring inward and outward movement of samples and project-related materials.
• Maintain records related to sample/material receipt and dispatch.
• Support documentation and traceability of materials.

G. Internal Coordination & Process Support

• Coordinate effectively with Sales, Customer Success, Testing/Technical and other internal teams.
• Follow up on assigned action items until closure.
• Support process improvements aimed at improving customer experience and operational efficiency.

4. Required Skills & Competencies

• Good customer service and relationship management skills.
• Strong verbal and written communication skills.
• Good follow-up and coordination skills.
• Basic understanding of testing services is preferred.
• Ability to understand customer requirements and coordinate with internal teams.
• Good organizational and documentation skills.
• Good knowledge of MS Office, particularly Excel and Word.
• Ability to work with multiple teams and manage multiple tasks simultaneously.
• Strong attention to detail.
• Ownership, accountability, and willingness to learn.

5. Key Performance Indicators (KPIs)

• Timely response to customer queries and requirements.
• Timely follow-up and closure of assigned customer/project actions.
• Customer satisfaction and service quality.
• Accuracy and timely updating of CRM and MIS.