DiligenceVault

Client Support Associate

DiligenceVault

full-time

Posted on:

Location: 🇮🇳 India

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Job Level

JuniorMid-Level

Tech Stack

CloudVault

About the role

  • Deliver exceptional support experiences to global clients of the DiligenceVault platform
  • Act as first line of support for asset managers, institutional investors, and financial professionals
  • Manage support tickets and live client calls
  • Troubleshoot platform-related issues, integrations, and resolve queries accurately and quickly
  • Conduct product training sessions and webinars to drive adoption
  • Collaborate with Product & Engineering to escalate issues and share client feedback
  • Document product FAQs, knowledge base articles, and troubleshooting guides
  • Perform incident tracking, root cause analysis, and ensure timely resolution
  • Become a DiligenceVault platform expert and guide clients in best practices

Requirements

  • 2+ years of experience in Client Support at a B2B SaaS product company (mandatory)
  • Hands-on experience in B2B SaaS product companies
  • Excellent English communication skills (verbal & written) with proven ability to handle global client calls
  • Strong technical skills in troubleshooting and integrations
  • Experience conducting client-facing webinars and training sessions
  • Process-oriented with hands-on experience in incident management and resolution tracking
  • Ability to work independently in a fast-paced startup environment and collaborate with a distributed global team
  • Flexibility and commitment to work in EST time zone
  • Experience supporting asset managers or institutional investors is a strong plus
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