{"id":591746,"url":"https://alion.io/job/dhan-customer-success-associate-client-experience","title":"Customer Success Associate – Client Experience","company":{"id":180227,"name":"Dhan","domain":"dhan.co","url":"https://alion.io/company/dhan","size_band":"501-1000","is_staffing_agency":false,"is_intermediary":false,"ats_vendor":"Keka","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"hiring_geo_confidence":"structured","locations":["Mumbai, India"],"countries":["IN"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":10000,"max_usd":23000,"period":"year","method":"global_role_cell_scaled_by_country","sample_n":708},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"WhatsApp","optional":false}],"status":"live","first_seen_at":"2026-09-10T05:46:02Z","employer_posted_date":"2026-09-10","last_verified_at":"2026-09-24T01:09:00Z","board_verified":true,"closed_at":null,"days_open":13,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":13},"description":"Role Summary:\nRaise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching an Investment & Trading platform - Dhan (www.dhan.co) in November 2021.\nToday, Dhan stands among India's Top 10 stock brokers and continues to be one of the fastest-growing platforms in the industry. Backed by a passionate team of builders, believers, designers, and problem-solvers, Raise is creating a trusted ecosystem of financial products that empower millions of users to make smarter financial decisions. We are driven by innovation, customer obsession, and a relentless focus on crafting experiences that users love.\nAs we scale, delivering a high-quality and responsive client experience will be critical to building trust and creating a seamless investor journey.\nWe are looking for a Customer Success Associate to own the first layer of client interaction across our communication channels.\nYou will be the frontline of the client experience - responsible for responding to queries, understanding and triaging issues, ensuring timely resolution, and maintaining a structured CRM system\nExpected Role & Responsibilities: \nClient Query Management\nManage inbound client queries across app/chat, WhatsApp, and email\nResolve straightforward queries independently and accurately\nTriage and route product-related queries to Product Specialists\nEscalate technical and operational issues to the relevant teams\nEnsure queries are tracked through to closure\nCRM & Process Management\nOwn and maintain the CRM system and ensure all client interactions are logged with the right context\nMaintain clean, structured, and up-to-date client records\nEnsure accurate tagging, segmentation, and lifecycle tracking\nEstablish and follow standards for interaction logging, response templates, and workflows\nIdentify gaps in processes and help build systems that improve response quality and efficiency\nClient Experience\nEnsure timely responses in line with defined SLAs\nCommunicate with clients in a clear, professional, and empathetic manner\nMaintain a consistent experience across all communication channels\nTake ownership of client issues and ensure appropriate follow-through\nCross-functional Coordination\nWork closely with Product Specialists on investment and product-related queries\nCoordinate with Operations on execution-related issues\nPartner with Product & Technology teams on app and technical issues\nAct as the central point of coordination to ensure seamless resolution of client queries\nWho We’re Looking For:\n1-3 years of experience in customer success, client servicing, customer support, or a similar role\nExperience in fintech, financial services, or startup environments is preferred\nStrong written and verbal communication skills\nComfortable working with CRM tools, ticketing systems, and async workflows\nAbility to manage multiple conversations and channels simultaneously\nStrong attention to detail and process discipline\nAbility to prioritise, triage, and solve problems effectively\nHigh ownership and responsiveness\nLocation: Goregaon West, Mumbai\nApply Now\nIf you believe in making great first impressions and enjoy being at the center of workplace energy, we’d love to hear from you. Send your resume to: \nWhy Join Raise?\nWe’re a certified Great Place to Work, and it shows in everything we do - from how we collaborate to how we celebrate wins. Our culture is built on growth, ownership, and mutual respect. At Raise, you’ll find a flat hierarchy, open conversations, and a team that values passion, humility, and speed over titles and bureaucracy.\nOur Values & Culture\nWe look for people who:\nAre obsessed with customer satisfaction.\nRespect their work, teammates, and users.\nValue speed, humility, and thoughtful action.\nPrefer quality over quantity.\nAre hands-on regardless of role or title.\nEmbrace ownership, discipline, and an entrepreneurial spirit.\nBelieve in less talk, more execution.\nAre passionate about the work they do.\nRaise is an equal opportunity employer. We celebrate diversity and are committed to building an inclusive workplace\nAbout Raise Financial Services\nWe are building technology led financial products and infrastructure for India’s top 25Mn+ financially aware and literate users. Our product lines span investments, financing, insurance, payments, and wealth services. We will offer consumer products & services that cater to these users, and will offer the same technology & infrastructure to partners in the startup ecosystem willing to take the experience to everyone in India. Our focus is on 3 core aspects - build great products, deliver awesome experiences and provide exceptional customer services to our users.\nExplore more:\nCompany Website: www.raiseholding.co\nInvestment Platform: www.dhan.co\nJoin us on our journey to build Raise!","description_format":"text","description_chars":4918,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Capital Markets"],"lifecycle":[{"event":"open","at":"2026-09-10T12:39:26Z"}],"liveness":{"score":69,"band":"ok","label":"Likely open","p_open":1,"p_active":0.772,"p_room":0.9,"age_days":12,"expected_fill_days":22,"reasons":["conf:7","velocity","win:mid","comp:junior"],"computed_at":"2026-09-23T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/dhan-customer-success-associate-client-experience","json_url":"https://alion.io/job/dhan-customer-success-associate-client-experience.json","meta":{"generated_at":"2026-09-24T02:03:45Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers"}}