Customer Success Manager

Arcana; India; On-site; INR 900,000 - 1,300,000; Full time

Benefits offered by this job

Competitive compensation

Growth opportunities

Collaboration with engineering team

Job summary

Arcana is seeking a Customer Success Manager to work closely with clients, analysts, sales, product, and engineering teams. You will drive client success, help users navigate the platform, optimize workflows, and translate financial insights into actionable strategies that maximize value.

You will engage with senior-level clients, gather feedback, and contribute to product adoption and growth in a fast-paced startup environment. A strong finance-or analytics-background is preferred.

Qualifications

• Education: Bachelor’s or Master’s degree in Finance, Applied Statistics & Analytics, Economics, or a related field with a minimum GPA of 8.0/10.
• Experience: 3–8 years in customer support, client services, or a similar role within financial services, fintech, or institutional investing.
• Technical & analytical: Strong problem-solving and troubleshooting abilities to diagnose and resolve complex client issues.
• Industry knowledge: Familiarity with financial markets, investment analytics, and risk management tools is a plus.
• Communication: Ability to engage with senior-level clients professionally and solution-oriented.

Responsibilities

• Customer Support: Provide prompt and effective support via email and support chat.
• Product Knowledge: Maintain deep understanding of products and services to assist customers.
• Collaboration: Work with Sales, Product, and Engineering to address concerns and provide seamless support.
• Issue Resolution: Troubleshoot and resolve client issues with empathy and professionalism.
• Escalation Management: Escalate complex issues to appropriate departments while keeping the client informed.
• Customer Feedback: Gather feedback and provide insights to improve products and services.

Skills

Customer support

Client services

Problem solving

Communication

Education

Bachelor’s or Master’s degree in Finance/Applied Statistics & Analytics/Economics

Job description

We are seeking Customer Success Managers to join our team and collaborate closely with our clients, analysts, sales, product, and engineering teams. In this role, you'll be instrumental in ensuring client success and driving company growth. You’ll proactively engage with clients, helping them navigate our platform, optimize their workflows, and achieve their business objectives. By translating financial insights into actionable strategies, you’ll foster strong relationships, drive product adoption, and maximize client value.

Key Responsibilities:

• Customer Support: Provide prompt and effective support to customers through email and support chat.
• Product Knowledge: Maintain a deep understanding of company products and services to assist customers effectively and provide appropriate solutions.
• Collaboration: Work closely with other departments (Sales, Product, and Engineering) to address customer concerns and provide seamless support.
• Issue Resolution: Troubleshoot and resolve customer issues, concerns, or technical problems with empathy and professionalism.
• Escalation Management: Identify complex issues and escape them to the appropriate department or higher-level support while ensuring the customer is kept informed.
• Customer Feedback: Gather customer feedback and provide insights to the team to help improve products, services, and overall customer experience.

Qualifications:

• Education: Bachelor’s or Master’s degree in Finance, Applied Statistics & Analytics, Economics, or a related field from a reputable institution. A minimum GPA of 8.0/10 (or equivalent) is required.
• Experience: 3-8 years of experience in customer support, client services, or a similar role within financial services, financial technology, or institutional investing. Experience working with hedge funds, asset managers, or institutional clients is highly preferred.
• Technical & Analytical Skills: Strong problem-solving and troubleshooting abilities to diagnose and resolve complex client issues efficiently.
• Industry Knowledge: Familiarity with financial markets, investment analytics, and risk management tools is a strong advantage.
• Communication: Ability to engage with senior-level clients in a professional and solution-oriented manner.

Why Join Us?

• A dynamic, fast-paced startup environment.
• Competitive compensation & growth opportunities.
• Opportunity to collaborate with a talented engineering team.