Serve as primary customer operations contact: conduct regular check-ins, diagnose technical roadblocks, maintain CRM hygiene, build and update customer trackers and dashboards, log interactions, and coordinate internal teams to resolve issues and drive account transparency.
What you will do for Sectona
We are looking for a Customer
Success Associate to join our fast-paced team. You will serve as the heartbeat of our customer
operations, keeping our data pristine, our dashboards current, and facilitate
synchronization between internal stakeholders and customer team.
Primary Responsibilities:
- Customer Touchpoints: Conduct regular check-ins with customers,
diagnose their technical roadblocks, and brief internal support teams for
fast resolution.
- Dashboard & Tracker Ownership: Build and maintain customer-specific
project trackers and dashboards to drive accountability and transparency
across all assigned accounts.
- CRM Hygiene & Management: Execute continuous data hygiene within
the CRM platform to ensure all records reflect current account statuses.
- Interaction Logging: Record precise notes, feedback, and action items
against customer profiles immediately following meetings.
- Channel Maintenance: Keep reliable, open channels of communication
active between the company and our client base.
Requirements
Skills and
Experience you require:
- 0-2 years of experience in Customer Success
- Outstanding interpersonal and communication skills
- Detail-oriented mindset with experience or comfort using CRM tools
and tracking dashboards.
- Bachelor’s degree in a relevant discipline and a strong
customer-first attitude are encouraged to apply.
Nice-to-have Skills:
- To
track operational metrics (utilization, adoption, satisfaction score,
etc.)- Data Literacy
- Familiarity
with building or updating reporting layouts and dashboards to present
these metrics and list down account health
- Guide
a customer through structured onboarding presentation and familiarize them
with key stakeholders for their account.
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