Client Success Executive (CS – CRM & Zoho)

We are looking for a proactive and detail-oriented Client Success Executive to manage client relationships, compliance tracking, and Zoho Books and Inventory operations. The candidate will act as a single point of contact (SPOC) for clients, ensuring timely communication, smooth coordination, and high-quality service delivery.

Key Responsibilities

Client Management & Coordination

• Act as SPOC for clients – handle queries, follow-ups, and ensure timely communication via calls, WhatsApp, and email
• Track team tasks and report delays to Partners and Managers
• Coordinate with CS team and articles to ensure timely work completion

Compliance & Operations

• Manage Digital Signature Certificates (DSCs) – application, renewal, and maintain expiry tracker
• Maintain compliance trackers (ROC, annual, and event-based) and ensure timely filings
• Assist in company registrations and ROC form filings

Client Onboarding & Documentation

• Manage client onboarding – collect documents, KYC, engagement letters, and maintain records
• Maintain proper folder structure and documentation on Dropbox
• Keep track of enquiry sheets and client records

Lead Management & Business Support

• Handle website leads – respond quickly, track leads, and support conversion
• Identify risks such as delays, compliance gaps, and invoicing issues

Zoho Books and Inventory Responsibilities

• Act as the primary point of contact for clients using Zoho
• Conduct requirement gathering, demos, and onboarding sessions
• Handle client queries, issues, and escalations effectively
• Coordinate with internal teams for customizations and integrations
• Ensure timely follow-ups and maintain client relationships
• Identify opportunities for upselling or cross-selling Zoho products
• Maintain proper documentation of client interactions and progress
• Handle Zoho partnership-related queries and requirements

Reporting & Invoicing

• Maintain trackers (clients, DSC, compliance, leads) and share weekly reports
• Coordinate with finance team (Sandhya) for invoicing and follow-ups

Additional Responsibilities

• Handle Demat-related queries and follow-ups
• Ensure smooth workflow and process efficiency

Required Skills

• Basic understanding of accounting concepts
• Strong communication and interpersonal skills
• Ability to manage multiple clients and projects simultaneously
• Experience in CRM or client handling roles preferred
• Familiarity with Zoho ecosystem is an added advantage
• Good organizational, coordination, and problem-solving skills

Educational Qualification

• Bachelor’s Degree from a recognized university

Language Requirements

• Proficiency in Kannada, English, and Hindi (written and spoken)

Key Competencies

• Client-focused approach
• Strong follow-up and coordination skills
• Attention to detail
• Time management and multitasking

Why Join Us?

• Opportunity to work with diverse clients
• Exposure to compliance, CRM, and business operations
• Growth-oriented and dynamic work environment