Customer Success Manager CRM / Dynamics (Bengaluru)

Customer Success Manager CRM / Dynamics (Bengaluru)

25 Oct
|
Learnyst
|
Bengaluru

25 Oct

Learnyst

Bengaluru

Job Title: Customer Success Associate (CSA) Experience: 1-2 Years
Open Positions: 2

Role Summary:
We are looking for Customer Success Associates to support our growing customer base. This role is ideal for freshers or early-career professionals who want to build a career in SaaS, customer success, and account management .
You will work closely with CSMs, Team Lead, Sales, Support, and Product teams to ensure customers successfully adopt our platform and achieve their goals.

Salary :

~4-5 LPA

Key Responsibilities:
Customer Engagement & Onboarding
Assist in customer onboarding and platform walkthroughs
Guide customers on basic feature usage
Ensure customers complete initial setup successfully
Conduct follow-ups via email, calls, and WhatsApp

CRM & Account Management
Update and manage customer data in HubSpot CRM
Track customer lifecycle stages and engagement status
Log interactions, notes, and follow-up tasks

Subscription & Billing Support
~ Coordinate with the billing team using Zoho

Assist customers with:
Subscription plans
Renewals
Invoice-related queries
Escalate billing issues when required

Customer Health & Reporting
Guide customers from time to time to scale their coaching / training courses online




Monitor customer usage via internal reporting tools
Identify inactive or at-risk customers
Share insights with CSMs for proactive intervention

Issue Handling & Escalation
Handle first-level customer queries
Escalate technical or complex issues to:
Customer Success Manager
Support / Tech team
Ensure timely follow-up and resolution

Feedback & Documentation
Collect customer feedback and feature requests
Maintain SOPs, FAQs, and internal documentation
Support CS team in process improvement initiatives
Maintain clear written email communications with customers

Skills & Qualifications:
Must-Have

- 0–1 year experience (Freshers welcome)
- Valuable verbal and written communication skills
- Basic understanding of CRM tools (HubSpot preferred)
- Technical background understanding
- Willingness to learn SaaS products
- Customer-first mindset
- Good follow-up and time management skills

Good to Have
Exposure to Zoho (Billing/Subscriptions)
Basic Excel / Google Sheets knowledge
Prior internship or project in customer support or SaaS
Familiarity with ticketing or support tools

📌 Customer Success Manager CRM / Dynamics (Bengaluru)
🏢 Learnyst
📍 Bengaluru

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