Offer summary

Qualifications:

2-3 years of experience in Client Services at a B2B technology product company is essential., Strong communication skills with a focus on client interaction and problem-solving., Bachelor’s degree or equivalent is required., Experience with asset managers or institutional investors is a plus..

Key responsabilities:

Manage daily communications with clients globally and serve as their main point of contact.

Anticipate client issues and partner with Product & Engineering teams to improve support processes.

Troubleshoot technical issues and perform root cause analysis to ensure timely resolutions.

Help develop the company’s knowledge base and lead training sessions for clients.

Job description

At DiligenceVault, we’re making diligence possible for all. We have built a technology to streamline the manually intensive diligence process and unlock the data within documents in an industry managing over $100 Trillion in assets. We have built a network of over 70,000 platform users at over 17,000 firms in over 100 countries. To continue on our growth trajectory, we are looking for exceptional talent from across disciplines and industries to shape the future of due diligence and improve the lives of our clients and users in a meaningful way.

ABOUT THE ROLE

We are seeking a highly motivated Customer Support Associate to support our clients and users through best-in-class user experience. The ideal candidate is a self-starter with a passion for client success and technology. The position will be remote and based in India.

RESPONSIBILITIES .

Manage day-to-day communications with clients in globally
Proactively anticipate client issues based on patterns and concerns
Partner with Product & Engineering teams on opportunities to minimize client support requests and improve resolution times Troubleshoot and perform basic root cause analysis of technical issues and follow through to resolution
Willingness to learn the DiligenceVault platform and product and be the subject matter expert on platform functionalities
Help develop and maintain the Company’s knowledge base, internal FAQs, product updates, and lead webinar training sessions
Be the client’s main point of contact and a team player as part of the Global Client Success team

REQUIREMENTS.

2-3 years of hands-on experience within Client Services at a B2B technology product company is a MUST (self-service software experience will also be considered)
Strong client-interaction and communication skills – including the ability to react to client issues, assess and address them in a timely manner
Experience working with asset managers / institutional investors is a strong plus
Willingness and desire to solve problems efficiently and effectively
Process-oriented, including issue tracking and incident management
Independent self-starter willing to propose game-changing ideas
Ability to succeed in a remote team environment and a global team
Bachelor’s degree or equivalent