Customer Success Executive – (Field Operations)

Nadi Tarangini; Pune District; On-site; INR 400,000 - 800,000; Full time

Job summary

Nadi Tarangini is seeking a Customer Success Executive – Field Operations in Pune to manage onboarding, implementation visits, and ongoing training for healthcare technology solutions. You will ensure successful product deployment, train clients on device usage, and drive adoption while building lasting relationships with customers.

In this role you will monitor health metrics, coordinate with Sales, Product, and Support teams, and maintain meticulous CRM records to support proactive engagement

Qualifications

• Onboard and implement customers across onboarding and post-implementation stages.
• Train customers on device usage, best practices, and adoption strategies.
• Proactively monitor usage, retention, and satisfaction to drive value.
• Maintain customer records, visit reports, and activity updates in Zoho CRM.
• Collaborate with Sales, Product, and Support teams to resolve issues.

Responsibilities

• Conduct customer onboarding and implementation visits to ensure successful product deployment.
• Train customers on device setup, sensor placement, product usage, and best practices.
• Drive customer adoption and encourage active product utilization.
• Conduct customer follow‑ups and reactivation visits to improve engagement and retention.
• Monitor customer health, usage trends, and identify opportunities for proactive support.
• Maintain accurate customer records, visit reports, and activity updates in Zoho CRM.
• Troubleshoot customer issues and coordinate with Product, Sales, and Support teams for timely resolution.
• Gather customer feedback and provide insights to improve customer experience and product performance.
• Build long‑term customer relationships while ensuring high customer satisfaction and retention.

Skills

Customer onboarding

Implementation

Relationship management

Troubleshooting

Communication

Presentation

Stakeholder management

Customer success

Healthcare technology

Education

BAMS / Ayurveda

Life Sciences

Pharmacy

Biotechnology

Healthcare

Engineering

Business Administration

Tools

Zoho CRM

Job description

Jobs – Customer Success Executive – (Field Operations)

Designation: Customer Success Executive – (Field Operations)

As a Customer Success Executive – Field Operations, you will serve as the primary point of contact for customers throughout their onboarding and post-implementation journey. Your focus will be on ensuring seamless product implementation, delivering effective customer training, driving product adoption, and building long‑term customer relationships. Working closely with the Sales, Product, and Support teams, you will help enhance customer satisfaction, improve retention, and ensure customers derive maximum value from our healthcare technology solutions.

• Conduct customer onboarding and implementation visits to ensure successful product deployment.
• Train customers on device setup, sensor placement, product usage, and best practices.
• Drive customer adoption and encourage active product utilization.
• Conduct customer follow‑ups and reactivation visits to improve engagement and retention.
• Monitor customer health, usage trends, and identify opportunities for proactive support.
• Maintain accurate customer records, visit reports, and activity updates in Zoho CRM.
• Troubleshoot customer issues and coordinate with Product, Sales, and Support teams for timely resolution.
• Gather customer feedback and provide insights to improve customer experience and product performance.
• Build long‑term customer relationships while ensuring high customer satisfaction and retention.

Requirements & Skills

1. Minimum 2–5 years of experience
2. Experience in customer onboarding, implementation, customer success, and relationship management
3. Hands‑on experience with CRM tools, preferably Zoho CRM, and customer data management
4. Excellent troubleshooting, communication, presentation, and stakeholder management skills
5. Exposure to Healthcare Technology, Ayurveda, or Medical Devices is preferred
6. Proficiency in regional languages will be an added advantage

Preferred Qualifications

• BAMS / Ayurveda preferred
• Life Sciences
• Pharmacy
• Biotechnology
• Healthcare
• Engineering
• Business Administration

Key Attributes

1. Customer‑Centric Mindset: Passionate about delivering exceptional customer experiences and building lasting relationships.
2. Proactive Problem Solver: Takes ownership, resolves challenges efficiently, and ensures seamless customer success.
3. Collaborative & Adaptable: Thrives in cross‑functional environments while effectively managing dynamic customer needs.