About the Mission
Sociali is a fast-growing B2B SaaS AI agency scaling our client operations systematically. We are seeking a Customer Success Specialist who possesses the technical discipline to manage software implementations and the creative nuance to translate a brand’s digital vision into highimpact execution.
This is a comprehensive generalist role for an experienced operator who can run our client onboarding and delivery lifecycles independently. We need a self-sufficient professional who can bring structure to fast-moving workflows, solve problems systematically, and manage daily account operations without requiring ongoing managerial oversight.
Core Responsibilities
1. Autonomous Implementation & Technical Execution
- End-to-End Onboarding: Manage the initial setup sequence for new accounts, ensuring all client requirements, assets, and software linkages are completed seamlessly.
- Hands-on Troubleshooting: Independently manage technical account configurations (e.g., navigating platform workflows, manual URL logic verification, and configuring Facebook Work Accounts to embed custom booking links).
- Rapid System Mastery: Deep-dive into the platform ecosystem independently. You are expected to master our software workflows within the first two weeks using existing process documentation.
2. Creative Quality & Content Delivery
- Creative Translation: Interpret client briefs precisely and translate them into actionable, clear specifications for internal design and content teams.
- Quality Control: Review social media calendars and automated drafts with a strong attention to detail, verifying that deliverables are brand-accurate and flawless before client delivery.
- Brand Research: Proactively analyse client industries to discover underutilised content angles and strategic opportunities that drive organic engagement.
3. Account Scoping & Process Optimization
- Scoping & Pricing: Evaluate potential client requirements to build accurate, initial project scopes and pricing pitches for management validation.
- Process Iteration: Treat internal workflows and checklists as living documents. You will identify operational bottlenecks and iteratively refine our documentation to maximize efficiency.
- Organic Expansion: Monitor account health metrics to identify natural upsell opportunities within your active client portfolio.
Required Professional Traits & Skills
- High-Agency Execution: You are a resourceful problem-solver. When faced with an incomplete process or missing data point, your first instinct is to investigate the system logic and find an administrative solution independently.
- Solution-Oriented Accountability: You hold your work to a zero-error standard. If an operational roadblock or technical error occurs, you flag it immediately and approach leadership with two viable solutions already mapped out.
- Proactive Communication: You manage dependencies effectively. If a deadline is at risk due to an external delay, you highlight the bottleneck in concise bullet points well in advance, rather than waiting for an internal review.
- Aesthetic & Technical Balance: You possess the logical capacity needed to handle structured software configurations alongside the creative eye required to judge visual marketing standards.
Success in This Role Looks Like (Day 90)
- You manage day-to-day client operations completely on your own; leadership is only looped into high-level strategic escalations.
- Our client onboarding and account management lifecycles run flawlessly according to schedules and defined checklists.
- You are independently managing asset collections, client inquiries, and scoping frameworks with total accuracy.
How to Apply
Please submit your résumé along with a brief description of one complex operational process you inherited in a past role and how you systematically optimized it to run more efficiently.
Pay: ₹40,000.00 - ₹80,000.00 per month
Work Location: Remote
