Customer Onboarding & Success Expert

Job Title: Customer Onboarding & Success Expert

Location: Bangalore, India

Role Overview

We are looking for a Customer Onboarding & Success Expert to ensure a smooth onboarding

experience for new clients and drive ongoing engagement with our platform. This role involves

understanding customer needs, assisting with product setup, and proactively supporting them to

maximize the value of Finesse. You will play a key role in frictionless onboarding, reducing churn and

fostering long-term customer relationships.

Key Responsibilities

• Attend Sales calls and demos: Attend sales calls and demos with prospects, understand and note

down key requirements and take aways.

• Onboarding & Implementation: Guide new customers through the onboarding process, including

account setup, platform training, and initial troubleshooting.

• Customer Training: Conduct live demos, webinars, and one-on-one training sessions to help users

understand Finesse’s features and best practices.

• Customer Success & Support: Serve as the primary point of contact for clients, addressing inquiries

and ensuring quick resolution of issues.

• Retention & Engagement: Monitor customer usage, identify potential churn risks, and proactively

engage with users to ensure they derive value from Finesse.

• Feedback & Product Enhancement: Gather insights from clients and collaborate with the product

team to enhance features and improve user experience.

• Process Improvement: Continuously refine onboarding and customer success strategies to improve

efficiency and satisfaction.

Who You Are

• 2+ years of experience in Operations within a Wealth Management firm, Asset Management

Company (AMC), or Registrar & Transfer Agent (RTA)

• Strong understanding of financial products, wealth management, or investment advisory processes.
• Deep understanding of how the mutual fund ecosystem operates for a wealth manager.
• Skilled in Microsoft Excel with capabilities of handling and processing large data set and using

formulas.

• Excellent communication and interpersonal skills, with the ability to build strong client relationships.
• Proactive problem solver with a customer-first mindset.

Why Join Us?

• Be part of a fast-growing WealthTech startup with a mission to transform financial advisory services.
• Work closely with a dynamic team of product, tech, and business leaders.
• Competitive salary and growth opportunities within the organization.

If you're passionate about helping customers succeed and want to be a key player in our growth

journey, we’d love to hear from you! Please reach out to us at info@advantagefintech.com.