Customer Success Executive
1 day ago
**Customer Success**
- Provides platform demo to potential customers & proactively follow up thereafter
- Provides platform training to customers
- Provides advice and updates on product enhancements to customers
- Track customers’ usage and trading activity on the platform
- Maintain and update sales material, user guides & video guides and other tools & resources
- Occasional after hours calls from users may be required
- Occasional travelling meeting vendors/ customers
**Customer Success Operations**
- Onboard new customers on the platform
- Maintain customers’ account and data integrity
- Assist with troubleshooting and customer support of technical issues
- Monthly update of sales figures and invoicing to customers
- Weekly updates with Product/ Tech team
- Responsible for monthly sales reporting updates
**Voice of Customer**
- Obtain regular feedback to ensure customer adoption, retention, and satisfaction
- Advocate for customers in platform roadmap and enhancements
- Constant liaison with the Product Manager to relay the customer’s requirements and use-cases
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