Customer Success Executive

Company: Jaxl Innovations Pvt. Ltd.

Location: Lucknow, Uttar Pradesh

Work Mode: On-site

Experience: 1–2 Years

Industry: B2B SaaS

Employment Type: Full-time

About the Role

We are looking for a proactive and customer-focused Customer Success Executive to join our team in Lucknow.

In this role, you will be responsible for managing client onboarding, coordinating KYC and payment processes, maintaining regular client communication, and ensuring a smooth customer experience throughout the onboarding journey.

The ideal candidate should be organised, comfortable with follow-ups, a strong communicator, and someone who takes ownership of tasks from start to finish.

Key Responsibilities

● Manage the end-to-end client onboarding process.

● Coordinate with clients to ensure timely KYC completion and documentation.

● Conduct regular client nudges, reminders, and follow-ups.

● Coordinate with clients regarding payments, pending dues, and payment-related requirements.

● Build and maintain positive relationships with clients through regular communication.

● Address client queries and coordinate with internal teams for timely resolution.

● Work closely with Sales, Operations, Finance, and other internal teams to ensure smooth onboarding.

● Track and maintain records of onboarding, KYC, payment, and other client milestones.

● Identify potential onboarding delays and proactively follow up to keep processes moving.

● Ensure a smooth and professional customer experience throughout the client journey.

● Maintain accurate and up-to-date client information and activity records.





What We’re Looking For

● 1–2 years of experience in Customer Success, Client Servicing, Account

Management, or a similar role.

● Experience in B2B SaaS is preferred.

● Excellent verbal and written communication skills.

● Strong follow-up and relationship-management skills.

● Ability to coordinate effectively with multiple teams and stakeholders.

● Strong organisational and time-management skills.

● Comfortable working with targets, timelines, and multiple client accounts.

● Proactive approach with a solid sense of ownership and accountability.

● Customer-first mindset with the ability to handle client interactions professionally.

● Good working knowledge of basic productivity tools and CRM/software platforms.

What Success Looks Like In this role, success means ensuring that clients move smoothly through the onboarding journey, KYC and payment milestones are completed on time, communication remains consistent, and clients receive timely support whenever they need it.

Why Join Us?

● Work in a growing B2B SaaS environment.

● Opportunity to work directly with clients and build strong customer-management skills.

● Collaborate with cross-functional teams and gain exposure to different business functions.

● Be part of a team where ownership, communication, and customer experience matter.

Location: Lucknow | Work Mode: On-site

If you are someone who enjoys working with clients, loves keeping things organised, and believes in getting things done through consistent follow-ups and ownership, we’d love to hear from you.

📌 Customer Success Executive (Lucknow)
🏢 Jaxl Innovations Private
📍 Lucknow