Customer Success Operation- IN
Core
Lead onboarding for new clients by assisting in documentation, compliance (KYB & KYC) approval process, and account set-up.
Role type
Customer Success Operations Associate
Builds
Client onboarding workflows and billing cycles
Domain
Fintech / Corporate Payments
Deliverable
dashboards & analysis
Required skills
Documentation management, Compliance processes (KYB/KYC), Account setup, Billing cycle monitoring, Data integrity management, Basic reporting, Trend analysis
Preferred skills
HubSpot, ZohoDesk, Microsoft Excel, Multi-tasking, Time zone adaptability