Customer Success Analyst

About The Role

We are seeking a proactive and driven Customer Success Analyst to be the primary point of contact for our institutional and investor clients. This role is fundamental to maximizing customer value, driving product adoption, and ensuring client satisfaction within the complex FinTech landscape.

You will play a critical role in the post-sales journey, leveraging data to analyze client health and proactively manage relationships. This is an excellent opportunity for a young, sharp professional with a passion for finance and technology to thrive in a high-growth startup environment .

What You’ll Do (Key Responsibilities)

• Client Relationship Management: Act as the trusted advisor for a portfolio of clients, ensuring they successfully onboard, adopt, and maximize their use of 8 Byte’s AI-powered financial tools.
• Proactive Engagement: Conduct regular check-ins, business reviews, and training sessions to maintain high levels of client engagement and address potential roadblocks early.
• Success Metrics & Data Analysis: Monitor key customer health metrics (e.g., usage patterns, feature adoption, churn risk) and analyze data to identify opportunities for intervention and expansion.
• Feedback Loop: Collect and synthesize client feedback, serving as the voice of the customer internally to inform product development, marketing, and sales strategies.
• Issue Resolution: Work closely with the Engineering and Product teams to efficiently triage, track, and resolve complex technical and operational client issues.
• Process Improvement: Help document and standardize best practices for the Customer Success function as the company scales.
  
  

What You’ll Bring

• 1–2 years of professional experience in Customer Success, Account Management, Client Services, or a similar customer-facing role, preferably within the FinTech, SaaS, or BFSI (Banking, Financial Services, and Insurance) sector.
• FinTech Expertise: Proven knowledge and understanding of financial products, investment tools, or lending processes is highly preferred.
• Tool Proficiency: Experience using CRM tools (e.g., Salesforce, HubSpot) and basic data analysis skills. Exposure to JIRA or similar ticketing/project management tools is a major plus.
• Communication & Empathy: Exceptional verbal and written communication skills with a demonstrated ability to manage client expectations and build strong, trusting relationships.
• Startup Mindset: A proactive, high-ownership attitude with comfort working in a fast-paced startup environment where roles are dynamic and quick adaptation is key.
• Education: Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
  
  

What You’ll Get

• Competitive pay and meaningful ESOPs (Stock Options).
• Health insurance and wellness perks.
• Direct impact on product adoption and growth in a high-value, AI-driven sector.
• Unparalleled learning and career advancement opportunities within a rapidly scaling company.
• A smart team building real AI solutions for BFSI.
  
  

Work Mode

This is a full-time, in-office role (Bangalore, 5 days/week) . We believe the best customer relationships are fostered when we work together!

Skills: customer,data,jira,fintech,account management,data analysis,bfsi