Customer Success Specialist

Description:

About the Role

We are hiring a Customer Success Specialist to join our Data & Capability (formerly GIX) Operations Hub.

In this role, you will focus on building strong client relationships, driving adoption, and ensuring effective usage of CRISIL Research productsincluding the Industry Research Platform and Quantix.

This is a non-sales role focused on client engagement, product education, and usage maximization.

Key Responsibilities:

Client Training & Product Adoption

• Conduct product trainings, demos, and walkthroughs to drive deeper usage and understanding of CRISIL Research platforms.
• Support users in navigating features and maximizing product value.

Client Relationship Management

• Build, maintain, and nurture strong relationships with users across assigned client segments.
• Engage regularly with:
• Commercial Banks
• NBFCs
• Financial Institutions
• PE/VCs
• Investment Banks
• Corporates
• Insurance Companies

Client Engagement

• Visit existing clients for product explanation, onboarding support, and usage follow-ups.
• Manage key accounts through consistent check-ins, issue resolution, and proactive engagement.

Insights & Reporting

• Collect and document client feedback, user insights, testimonials, and enhancement requests.
• Maintain updated:
• Client contact records
• Meeting reports
• Usage feedback logs
• Track competition and share meaningful insights with internal teams.

Key Skills Required:

• Client Relationship Management
• Key Account Management
• Stakeholder Management
• Client Servicing & Support
• Product Training & Demonstration
• Communication & Presentation Skills
• Operations & Coordination
• Strong client-first approach and proactive engagement mindset