Job Title: Client Success Coach / Account Manager

Company: Mudita

Location: Bangur Nagar, Goregaon West, Mumbai

Work Mode: Full time, Work From Office

Employment Type: Full-Time

Experience Required: 2–4 Years

Preferred Background: EdTech, online coaching, client success, account management, community management, customer success, sales support, or learning program management

Joining: Immediate joiners preferred

About MuditaMudita is a fast-growing education and transformation company offering outcome-driven learning programs across business, investing, AI, leadership, e-commerce, consulting, trading, and digital growth.

Our current programs include

- Algo Intelligence Elite — AI Trading
- Digital Wealth Domination — Digital Finance
- Decode Your Wealth — Investing
- Automate Your Business Using AI — Business & AI
- Leadership Mastery Action Plan — Leadership
- Build Your E-commerce Business — E-commerce
- Build a High-Income Consulting Business — Consulting

We work with entrepreneurs, business owners, professionals, investors, coaches, consultants, creators, and learners who join our programs to build skills, implement systems, and achieve measurable personal or business growth. About the RoleWe are looking for a Client Success Coach / Account Manager who will be responsible for ensuring that clients enrolled in Mudita’s programs receive the right guidance, support, accountability, and motivation throughout their learning journey.

This role is not just customer support. It is a mix of client success, account management, program engagement, implementation support, relationship building, upsell opportunity identification, and client success storytelling.

The ideal candidate should be able to build strong relationships with clients, understand their goals, track their progress, help them stay engaged, resolve concerns, coordinate with internal teams, and ensure that clients get maximum value from the programs they have purchased.

The role also involves helping Mudita identify client wins, testimonials, case studies, success stories, referrals, and higher upsell opportunities from existing clients.

Key Responsibilities

1. Conduct onboarding calls with clients after they purchase a Mudita program and clearly explain the program structure, roadmap, timelines, support process, sessions, assignments, recordings, and expected outcomes.
2. Understand each client’s goals, background, challenges, expectations, and reason for joining the program.
3. Act as the primary point of contact for assigned clients throughout their program journey.
4. Regularly track client progress, attendance, participation, assignment completion, implementation status, and engagement levels.
5. Follow up with clients to ensure they attend sessions, complete action steps, stay accountable, and continue progressing in the program.
6. Help clients understand the course roadmap, key milestones, learning objectives, implementation steps, and available support systems.
7. Resolve client queries, concerns, doubts, access issues, communication gaps, and support requests in a timely and skilled manner.
8. Coordinate with coaches, trainers, speakers, operations, sales, support,



and internal teams to ensure smooth client experience.
9. Identify clients who are disengaged, inactive, confused, unhappy, or at risk of dropping off, and take proactive steps to re-engage them.
10. Maintain updated client records, call notes, progress updates, follow-up status, concerns, escalations, feedback, and success indicators in CRM, sheets, or trackers.
11. Build strong client relationships and create a positive, supportive, and trust-based experience for every client.
12. Identify client wins, improvements, progress stories, business results, implementation outcomes, and transformation moments.
13. Collect testimonials, feedback, screenshots, case study inputs, video testimonial opportunities, and client success stories.
14. Help the company create strong client success assets, such as testimonials, case studies, success stories, community highlights, proof posts, and brand-building content.
15. Identify clients who may be suitable for higher-level programs, premium offers, advanced mentorships, renewals, referrals, or upsells.
16. Support ethical and consultative upselling by understanding the client’s needs and recommending suitable next-level programs only where relevant.
17. Coordinate with the sales team or management for upsell opportunities, renewal possibilities, referral leads, and high-potential client accounts.
18. Share regular updates with management regarding client health, engagement, satisfaction, progress, complaints, escalations, testimonials, and upsell opportunities.
19. Help improve client satisfaction, retention, referrals, success ratios, repeat purchases, and overall program outcomes.
20. Support client communities, WhatsApp groups, live sessions, webinars, workshops, bootcamps, and internal communication wherever required.
21. Suggest improvements in client experience, onboarding flow, follow-up process, communication, program delivery, and support systems.
22. Perform any other client success, account management, coordination, or business growth-related tasks assigned by the Management from time to time.

Required Skills and Qualifications

- 2–4 years of experience in client success, account management, customer success, counselling, relationship management, community management, or EdTech support.
- Prior experience in online education, coaching, training, consulting, digital programs, or learning communities will be preferred.
- Strong communication skills in Hindi and English.
- Ability to build trust and maintain long-term client relationships.
- Good listening skills and ability to understand client needs, concerns, and goals.
- Strong follow-up discipline and ability to manage multiple clients at different stages.
- Ability to motivate clients and keep them accountable.
- Good problem-solving and query-resolution skills.
- Basic comfort with CRM tools,



Google Sheets, WhatsApp, email, Zoom, and client trackers.
- Ability to identify testimonials, client wins, referrals, renewals, and upsell opportunities.
- Must be comfortable working full-time from the Goregaon West office.
- Must own a properly functioning laptop.

Preferred Candidate ProfileWe are looking for someone who:

- Enjoys talking to people and building relationships.
- Can support clients warmly while still being disciplined with follow-ups and accountability.
- Understands that client success means helping clients get real outcomes, not just answering questions.
- Can handle clients patiently, professionally, and confidently.
- Can identify when a client needs support, motivation, escalation, or a next-level solution.
- Can coordinate smoothly with coaches, speakers, sales, operations, and support teams.
- Can spot client wins and convert them into testimonials, case studies, and success stories.
- Has the maturity to identify upsell opportunities without sounding pushy.
- Is organized with documentation, trackers, follow-ups, and reporting.
- Can work in a fast-paced learning, coaching, and transformation-focused environment.

Performance ExpectationsThe candidate will be expected to improve:

- Client onboarding experience
- Client attendance and participation
- Assignment/action-step completion
- Client engagement and accountability
- Client satisfaction and relationship quality
- Query resolution time
- Drop-off reduction
- Program completion rates
- Client testimonials and success story collection
- Referral opportunities
- Renewal and upsell opportunities
- Overall client success ratios across Mudita’s programs

Work ArrangementThis is a full-time, work-from-office role based in Bangur Nagar, Goregaon West, Mumbai.

The candidate will be required to work from office and remain available for client calls, onboarding calls, follow-ups, live session coordination, internal team coordination, and reporting requirements.

Working days, working hours, weekly offs, holidays, and leave policy shall be as per Company policy and business requirements.

The role may require flexibility during live sessions, webinars, workshops, bootcamps, launches, or urgent client requirements.

Why Join Mudita?

- Work with a fast-growing education and transformation company.
- Get exposure to premium programs across AI trading, digital finance, investing, business automation, leadership, e-commerce, and consulting.
- Work closely with founders, speakers, coaches, and internal teams.
- Build strong client relationship and account management skills.
- Learn how client success directly contributes to retention, referrals, testimonials, upsells, and business growth.
- Opportunity to grow into senior client success, community, account management, or business growth roles based on performance.

What You’ll Get:

- Growth potential in higher-paying roles.
- Direct mentorship from industry leaders.
- Contribute to innovative learning solutions and client success.
- Exposure to competitive skills and exponential growth in the edtech industry.

To Apply: Fill out the application form - https://forms.gle/nnBpfmsTZenmfArq7

📌 Account Manager (Mumbai)
🏢 Mudita
📍 Mumbai