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

Compensation

• First Month (Training / Probation): 5000 (Stipend)

• From 2nd Month Onwards: 12000/month (Fixed Salary)

About the Role

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.

Key Responsibilities

1. Client Onboarding & Setup

• 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.

2. Workflow Customization

• Understand clients 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.

3. Customer Success & Retention

• 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.

4. Customer Support

• 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.

Required Skills & Qualifications

• 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.

What We Offer

• 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.

Required Skills:

customercommunicationworkflow