Software Finder

Overview: The MIS Executive ensures that all lead data is accurately recorded, verified, and delivered in alignment with client requirements and internal standards. This role focuses on maintaining data integrity, ensuring compliance with client checklists, and supporting smooth, efficient communication between teams. The ideal candidate is detail-oriented, organized, and skilled at managing high volumes of information with precision and consistency. Key Responsibilities: - Data Recording and Management: Accurately record all relevant lead information in the designated sheets and CRM system, maintaining up-to-date and organized records. - Lead Verification: Review and verify all incoming lead data to ensure accuracy, consistency, and completeness before submission. - Compliance Review: Cross-check each lead against client checklists to confirm compliance with specific requirements and standards. - Lead Delivery: Ensure timely and accurate delivery of qualified leads to clients in accordance with defined SOPs and submission timelines. - CRM Maintenance: Continuously update and manage lead records within the CRM system to support transparency, tracking, and reporting across teams.

Customer Success Executive Location: US (Remote) Salary: USD 60,000 to 80,000 base + OTE About the Role: Software Finder is looking for a Customer Success Executive to ensure our customers achieve maximum value from day one. You will guide new customers through onboarding, provide ongoing support, and build strong relationships to drive satisfaction, retention, and growth. Key Responsibilities: Customer Onboarding - Guide new customers through a seamless onboarding process, ensuring they are set up for success. - Conduct product demonstrations and training sessions to help customers utilize our software effectively. Leverage automations, videos, email, in-app support for scale. - Maintain onboarding materials, including user guides, tutorials, and webinars. Customer Success Management - Serve as the primary point of contact for a portfolio of customers, building strong, long-term relationships. - Monitor customer usage and engagement, proactively addressing issues and providing support. - Own and manage a portfolio of client accounts, including contract lifecycle management, renewal planning, CRM forecasting, and revenue tracking. Develop and execute account expansion strategies aligned with client goals and outcomes, identifying growth opportunities within the existing book of business. Customer Support & Problem Resolution - Respond to customer inquiries promptly and professionally, providing solutions and guidance. - Collaborate with Business Development, Product, Client Fulfillment, and Support teams to resolve challenges and enhance the customer experience. - Lead the Voice of Customer program by systematically capturing, analyzing, and synthesizing customer feedback. Translate insights into actionable recommendations, ensure cross-functional alignment with Product and internal stakeholders, and close the feedback loop by communicating updates and outcomes back to customers. Retention & Advocacy - Monitor customer success metrics, including churn rates and health scores, and develop strategies to retain at-risk accounts. - Deliver exceptional service to foster customer loyalty and satisfaction. - Encourage satisfied customers to become advocates through case studies, testimonials, and referrals. - Own and manage a defined book of business, including CRM forecasting, renewal planning, contract lifecycle coordination, and revenue tracking. Identify, develop, and execute expansion strategies aligned with client objectives to drive long-term account growth and value realization. Qualifications: - Experience supporting Marketing, Demand Generation, Growth, or Revenue teams in B2B environments, with the ability to understand how customers drive (or funnel callouts of MQL, SQL, etc) pipeline, revenue, and ROI from marketing - Minimum 4-5 years’ experience in a customer-facing role, preferably in SaaS, focusing on onboarding and customer success. - Demonstrated ownership mindset over a book of business, with accountability for retention, expansion, and customer outcomes. - Strong understanding of SaaS products and customer success best practices. - Excellent verbal and written communication skills, able to convey complex information clearly. - Proactive problem-solving mindset with a customer-centric approach. - Comfortable using CRM systems, customer success platforms, and other relevant tools. - Collaborative team player with strong organizational and time-management skills.