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Customer Success Representative



Customer Service, Sales & Business Development
Posted on Friday, June 2, 2023

Customer Success Representative

About the role

As a customer success representative, you will be Vested's first point of contact for customer questions, requests, feedback, complains or any other needs. You will be charged with managing relationships between clients and the company. We at Vested strongly believe in 'Users First' and as a Customer Service Executive, you will make sure that we are truly able to keep our users first in our interactions with them.


Remote (based in India)

What you will do

You will assist other team members in following up with clients who have opened an account with Vested. This will involve messaging and calling them
You will work on evaluating the KYC information of the customers and assisting them with the account opening process.
Conducting additional background check of the users before and after KYC approval
Coordination with the US partners whenever and wherever required
You will speak to customers to educate them about Vested's functional capabilities and new features
Aid with the development and improvement of the product by gathering feedback to identify recurring issues and addressing these with the wider team
Maintain excellent service standards and go above and beyond to ensure customer's have an amazing experience on Vested

Prior experience

Bachelor’s degree or equivalent experience
1-2 years experience in a customer service role will be preferred
Experience with consultative sales in a high-touch customer service environment is preferred
Experience in MS excel

Qualities we look for

Excellent attention to detail, with a professional, enthusiastic and warm phone presence
You are a self-starter that can manage a variety of projects simultaneously
You love fine-tuning processes, can multitask, and easily absorb new information
You have an excellent command of the English language and can communicate clearly and effectively while acting with a deep sense of empathy

Application Form