Customer Success Executive

Job Title: Customer Success Executive

Company: InstaFinancials

Location: HRBR Layout, Bangalore, Karnataka

Work Mode: Work from Office

Job Summary:

InstaFinancials is seeking a proactive and customer-centric Customer Success Executive to assist our clients with platform queries, feature navigation, and resolution of service-related concerns. This role requires strong communication skills in English and Hindi, a helpful attitude, and a foundational understanding of fi nancial and compliance data. You will be the first point of contact for users, ensuring a seamless support experience.

Key Responsibilities:

Customer Communication & Support

● Provide professional and efficient support via email, chat, and phone.

● Take full ownership of customer issues, ensuring timely resolution.

● Troubleshoot and resolve customer concerns by coordinating with internal teams.

● Maintain high customer satisfaction by delivering prompt and effective solutions.

● Escalate unresolved issues to the appropriate teams and follow up for resolution. Coordination & Follow-up

● Coordinate with internal teams to ensure timely resolution of customer issues.

● Provide feedback on recurring problems to improve support processes.

● Maintain service quality and follow up on pending or unresolved cases.

Customer Education & Documentation

● Educate clients on report interpretation, company data access, and platform features.

● Assist in preparing support content such as FAQs and how-to documents. Skills & Competencies:

● Fluency in English and Hindi (both verbal and written) – mandatory

● Excellent interpersonal and communication skills

● Basic understanding of company financials, compliance terms, and reports

● Familiarity with MS Office (Excel, Word, Outlook)

● Experience using CRM/helpdesk tools is an advantage

● Ability to multitask, prioritize, and remain calm under pressure

● Willingness to learn and take ownership of customer satisfaction

Educational Qualifications & Experience:

● Education: Bachelor's degree in Commerce (B.Com) or any finance-related discipline

● Experience: 0–2 years in customer support, service desk, or client-facing roles

Languages Required:

● English: Must (read, write, speak)

● Hindi: Must (speak, understand)