Company Description DaanVeda is a comprehensive fundraising intelligence and management platform that provides organizations with access to one of the world’s largest repositories of funding data, including foundations, individual donors, CSR profiles, NGOs, and investors. Its tools support the entire fundraising lifecycle through a Donation Management System (DMS), agile relational database and CRM (Unisheets), and integrated web and email marketing capabilities. DaanVeda Academy offers over 200 training modules that help users build end-to-end fundraising skills. The platform also includes workflow builders to design donor journeys and automate key processes, making it a powerful solution for mission-driven organizations seeking to scale fundraising efficiently.
Role Description This is a full-time, hybrid Customer Success Executive role based in Noida, with flexibility for some work-from-home arrangements. The Customer Success Executive will onboard new clients, guide them in using DaanVeda’s fundraising tools,



and ensure smooth adoption of features such as the Donation Management System, Unisheets, and Workflow Builder. Responsibilities include responding to client inquiries, troubleshooting platform issues, conducting product demos and training sessions, and proactively monitoring account health to support customer satisfaction and retention. The role also involves gathering feedback, collaborating with internal teams to resolve client concerns, and identifying opportunities to enhance usage and value for each customer account.
Qualifications

• Customer Satisfaction and Customer Retention skills to build long-term, trust-based relationships and ensure high renewal and engagement rates.
• Customer Support and Account Management skills to handle inquiries, manage client portfolios, and provide structured guidance throughout the customer lifecycle.
• Analytical Skills to interpret usage data, identify trends, and recommend actions that improve platform adoption

📌 Customer Success Executive (Noida)
🏢 DaanVeda
📍 Noida