Job description

We are looking for a confident and client-focused Customer Success & Product Demo Specialist to handle client onboarding, product demonstrations, relationship management, and post-sales support for our U.S.-based clients.

The ideal candidate should be comfortable speaking with international clients, explaining workflows clearly, conducting live demos, and ensuring a smooth customer experience from onboarding to ongoing support.

Key Responsibilities:

• Conduct live product demonstrations for prospective clients

• Explain workflows, processes, and service offerings clearly

• Assist in onboarding current clients

• Coordinate between clients and internal operations teams

• Handle customer queries and provide timely resolutions

• Maintain solid client relationships through regular follow-ups

• Support sales and business development teams during client discussions

• Track customer feedback and improve customer experience

• Ensure high customer satisfaction and retention

• Prepare reports,



updates, and follow-up documentation

Job requirements

• Excellent spoken and written English communication

• Strong presentation and demo-handling skills

• Comfortable handling U.S.-based clients over calls and video meetings

• Experience in Customer Success, Client Servicing, Demo Calling, or Account Management preferred

• Confident personality with strong interpersonal skills

• Comfortable working in U.S. shift timings

• CRM or client management tool experience preferred

• Ability to explain processes in a straightforward and professional manner

• Accounting/bookkeeping industry experience is a plus

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📌 Customer Success Manager Us Clients Mumbai
🏢 Important Company of the Sector
📍 Mumbai