Job Summary:
InstaFinancials seeks a skilled and enthusiastic Customer Success Representative to join our dynamic team. As a Customer Success Representative, you will assist our valued customers, resolve their sales inquiries, resolve their issues, and ensure a positive customer experience.
Key Responsibilities:
Register User to Paid Customers:
Make welcome calls to registered users
Understanding customer requirements and helping them fulfil their needs with our offerings
Handle end-to-end sales operations for smooth transactions
Retail Order Management:
Responsible for end-to-end retail order management
Place retail orders on behalf of customers
Download the reports
Coordinate with the accounts team for the invoices
Collect payments and deliver the reports to customers
Customer Support:
Retain 100% of the customers through excellent customer support service
Build Customer Support as our key competitive advantage
Take ownership of customer issues
Listen to customer queries, understand and resolve their issues
Coordinate with internal stakeholders and see customer problems through the resolution
Escalate unresolved issues to the appropriate internal teams
Document the learning and knowledge to improve customer experience
Handel support queries from multiple channels
MIS & Reporting:
Share the MIS & periodic Reports related to all the KPIs assigned periodically.
Channels:
Website Chat
Online Support Desk
Telephonic
Skills & Ability:
Ability to handle high-pressure situations and aggressive & negative situations
Demonstrate problem-solving skills and a proactive approach to customer needs
Ability to handle multiple tasks
Availability and quick response
Keep customer satisfaction ahead of everything
Technical Skills:
Knowledge of helpdesk software
Knowledge of chat software
Email Software
MS Office or Google Docs
Use windows laptop
Great type speed
Education & Experience:
Education: B. Com. or MBA Finance
Experience: 1 to 3 years of experience in customer support or related role
Languages: Excellent English Communication Skills (Both Written and Oral).
Fluency in Hindi is mandatory.
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