Customer Success Executive

Description:

We are looking for a Customer Success Executive who can manage a portfolio of clients, build strong relationships, identify growth opportunities, and proactively mitigate churn risks. The ideal candidate will have a sales-driven mindset, a consultative approach, and

the ability to operate with minimal handholding in a fast-paced remote environment. You have to be a DOER.

Responsibilities:

• Serve as the primary point of contact for assigned client accounts.

• Develop a deep understanding of each client’s business, needs, and goals.

• Conduct regular check-ins and business reviews to assess satisfaction and identify

upsell/cross-sell opportunities.

• Monitor client usage, engagement, and satisfaction using internal tools and KPIs.

• Anticipate and identify potential churn risks, working proactively to address them.

• Collaborate with Sales, Product, and Operations teams to ensure a seamless client

experience.

• Support onboarding of new clients, ensuring quick adoption and strong early

outcomes.

• Maintain CRM records and documentation with timely updates.

What We're Looking For:

• Experience: Minimum 2 years in Customer Success, Account Management, or B2B

Sales.

• Experience in a service-based or outsourcing environment is a strong plus.

• Excellent written and verbal communication.

• High emotional intelligence and empathy.

• Ability to multi-task and prioritize in a deadline-driven environment.

• Confident handling objections and conducting strategic conversations with

clients.

• Mindset: Goal-oriented, proactive, self-starter who is comfortable working

independently and remotely.

• Technical: Proficiency in CRM tools (e.g., HubSpot, Salesforce), G-Suite, and basic

project tracking tools like Asana, ClickUp, or Trello.

• Experience working with virtual teams or in remote customer-facing roles.

• Familiarity with US-based client expectations and professional standards.

• Background in SaaS, outsourcing, or BPO is a plus.