Customer Success & Workflow Specialist

Job Title: Customer Success & Workflow Specialist

Location: Remote (India)
Work Hours: 10:00 AM – 7:00 PM IST (Monday to Saturday)
Type: Full-Time
Experience Required: 0 to 1 Year (Freshers welcome if skilled in communication and tech basics)
Languages: Fluent in Hindi & English (spoken & written)
Equipment Needed: Own laptop + reliable high-speed WiFi

• First Month (Training / Probation): ₹5,000 (Stipend)

• From 2nd Month Onwards: ₹12,000/month (Fixed Salary)

We are looking for a multi-skilled professional to manage the full client journey — from onboarding and chatbot workflow setup to customer success and support. You will help clients integrate our WhatsApp + AI platform, set up workflows, and ensure smooth adoption of the system.

• Assist new clients with WhatsApp API integration and Meta Business Verification.

• Conduct online onboarding sessions to explain the dashboard and features.

• Share quick-start guides, video tutorials, and ensure a smooth go-live experience.

• Guarantee the first chatbot/automation is live within the agreed timeline.

• Keep detailed onboarding checklists and process documentation.

• Understand client’s business process and communication needs.

• Build tailored chatbot workflows for bookings, FAQs, reminders, follow-ups, etc.

• Integrate AI-powered responses for common queries.

• Test and refine workflows before launch.

• Optimize based on feedback and analytics.

• Track client account usage and performance metrics.

• Schedule quarterly review calls to share insights and improvements.

• Proactively suggest new features or upgrades.

• Manage renewals to ensure high retention.

• Respond to queries via live chat, email, or ticketing system.

• Troubleshoot technical issues and escalate when needed.

• Keep FAQ and help docs updated.

• Highlight recurring issues to the product team for fixes.

• Maintain a polite and solution-focused tone.

• Strong communication in Hindi & English (written & verbal).

• Good at learning and explaining software tools.

• Basic understanding of WhatsApp Business API or chatbots is a plus (training provided).

• Problem-solving mindset with a customer-first approach.

• Ability to manage multiple clients at once.

• Fully remote work from anywhere in India.

• Paid training in the first month (stipend).

• Opportunity to work on cutting-edge AI & automation technology.

• Direct role in shaping client success.

• Career growth in customer success and workflow automation.