Page 1 of 2

Customer Success || Wisemonk

About Us:

Wisemonk helps global companies hire, pay, and manage employees in India without setting up a local entity.

We work with fast-growing startups and enterprises building teams in India. We handle payroll, compliance, onboarding, and employee experience, so companies can focus on growth without worrying about operational complexity.

Our goal is to build a high-quality, process-led, AI-enabled delivery engine where:

- customers get a predictable, strong experience - onboarding is smooth and structured - communication is clear - operations scale without chaos

Visit https://www.wisemonk.io/ for more information.

Role Overview:

We are hiring a Customer Success to support onboarding, client coordination, and ongoing account management.

This role sits in the customer success team and works closely with:

- Customer Success Lead - HRBP team - finance / payroll - shared delivery teams (benefits, insurance, equipment)

You will be responsible for ensuring that clients are onboarded smoothly, understand how to work with Wisemonk, and get timely communication and coordination across teams.

This is not a passive support role.

This is a high-ownership execution role in a client-facing environment.

What Will You Do:

1. Onboarding support

Coordinate onboarding of new clients after sales handoffEnsure all required information, documents, and inputs are collectedHelp clients understand timelines, workflows, and expectationsWork with internal teams to ensure smooth onboarding execution

2. Client coordination

Act as a point of contact for assigned clients (along with CS Lead)Ensure client requests are tracked and followed throughCoordinate across HRBP, finance, and delivery teams to ensure closureMaintain clear and timely communication with clients

3. Account support

Track account-level activities, timelines, and dependenciesSupport regular check-ins and communication cadenceEnsure clients are using workflows correctlyFlag risks, delays, or issues early

4. Operational follow-through

Ensure nothing falls through the cracks across onboarding and ongoing deliveryTrack tasks, timelines, and responsibilities across teamsFollow up proactively until issues are resolved

5. Process and system improvement

Help improve onboarding checklists, workflows, and documentationMaintain clean tracking of accounts and activitiesUse tools, automation, and AI to improve coordination and visibility

What We Are Looking For:

- 1–4 years of experience - Background in customer success, operations, account coordination, or similar roles - Strong ownership and follow-through - Clear communication skills - High attention to detail - Ability to manage multiple clients / tasks at the same time - Comfort working with cross-functional teams - Comfortable working in a fast-paced, structured-but-evolving environment - Strong bias for action and problem-solving - Comfortable using tools, trackers, and basic automation

Ideal Backgrounds :

- Customer success / account coordination - Operations / program management - Onboarding / implementation roles - Consulting / client-facing coordination roles - Early-stage startup experience

What Success Looks Like:

- Onboarding is smooth and predictable - Clients always know what is happening next - Internal teams are well-coordinated - Issues are followed through without escalation - Nothing falls through the cracks - Communication is clear and timely - Customer success team operates with strong discipline