Customer Success Executive

Company: HTBG Global Pvt Ltd
Employment Type: Full-time / Contract
Work Arrangement: ON-SITE
Working Hours: 11:30 PM IST--- 7:30 AM IST (Night Shift)
Working Days: Monday–Friday
 

About the Role

HTBG Global Pvt Ltd is looking for a proactive and customer-focused Client Onboarding & Platform Operations Associate to support the onboarding, servicing, and day-to-day management of clients using our business listing and online learning platforms.
 

The primary responsibility of this role is to engage with prospective and existing clients, understand their requirements, assist them with platform-related queries, support onboarding, maintain accurate information, manage leads and follow-ups, and coordinate demonstrations whenever required.
 

The role also involves maintaining platform content, coordinating with internal teams to resolve issues, and supporting promotional activities. Digital marketing experience is an added advantage but is not the primary focus of the position.
 

Key Responsibilities Client Onboarding & Customer Support

• Contact prospective clients and introduce them to the platform and available services.
• Understand client requirements and explain relevant platform features, benefits, and processes.
• Assist new clients through the registration and onboarding process.
• Provide timely assistance for general client queries and platform-related concerns.
• Follow up with prospects and existing clients through phone, email, WhatsApp, or other communication channels.
• Conduct or coordinate product/platform demonstrations when required.
• Maintain professional and positive communication throughout the client journey.
• Ensure that client questions and concerns are properly documented and followed through to resolution.
   

Platform & Listing Management

• Assist clients with creating and maintaining their business profiles/listings.
• Add, review, and update business information, categories, services, images, contact details, and other relevant content.
• Ensure business listings and platform information are accurate, complete, and up to date.
• Review submitted information and identify missing, incorrect, or inconsistent details.
• Update website/platform content, announcements, banners, and promotional information as required.
• Assist with basic testing of platform features and report issues or inconsistencies to the appropriate internal team.
• Coordinate with developers or technical teams when a client issue requires technical assistance.
• Follow up on reported issues and ensure appropriate communication with the client until resolution.
   

Lead Management & Follow-Up

• Maintain accurate records of leads, prospects, onboarding status, follow-ups, and client interactions.
• Contact potential businesses/customers and introduce the platform and its benefits.
• Qualify prospects based on their requirements and level of interest.
• Follow up consistently with interested prospects.
• Schedule demonstrations or discussions with qualified prospects when required.
• Maintain an organized pipeline and ensure no relevant lead or follow-up is missed.
• Support the conversion of qualified prospects into active clients/users.
   

Online Learning Platform Support

• Assist users with general queries related to courses, programs, schedules, registration, and available services.
• Maintain and update course-related information when required.
• Coordinate with the relevant team regarding course inquiries, demonstrations, and user requirements.
• Follow up with interested learners and assist them through the enrollment process.
• Maintain accurate records of inquiries, follow-ups, and enrollments.
   

Content & Digital Marketing Support — Good to Have
 

Digital marketing is not the primary responsibility of this position; however, candidates with relevant experience will have an advantage.
 

• Assist with creating basic promotional content, flyers, and social media posts.
• Use tools such as Canva to create simple marketing materials.
• Support promotional activities across social media, WhatsApp, email, and other relevant channels.
• Assist with basic lead-generation campaigns and outreach activities.
• Support website content updates and promotional announcements.
• Basic knowledge of SEO, social-media marketing, or online advertising is an advantage.
   

Required Skills

• Strong verbal and written communication skills.
• Good command of professional English for giving demos.
• Comfortable with night shift