G2

Client Success Specialist

Gurgaon. Posted a month ago

The role

This frontline operational role processes and validates client and vendor lead criteria disputes. You will manage high-volume Freshdesk queues to protect revenue through data verification and operational execution.

What you will do

  • Manage high-volume customer and vendor lead quality disputes within the Refund Operations queue.
  • Maintain strict SLA compliance for initial response and total resolution.
  • Identify recurring lead quality trends, product gaps, and process bottlenecks.
  • Maximize daily throughput and ticket response quality using operational tooling and AI-driven utilities.
  • Partner with Account Management to balance vendor satisfaction with revenue protection.
  • Collaborate with Quality Assurance during refund reviews.
  • Work with Advisor and Advisor Manager teams to provide operational feedback and resolve vendor issues.
  • Maintain zero-discrepancy data verification standards across tracking systems.

Required qualifications

  • 2–4 years of experience in customer support, operations, or financial logistics.
  • Hands-on experience handling ticket escalations.
  • Proficiency with ticketing platforms and CRM infrastructure (Freshdesk, Zendesk, Salesforce, Jira).
  • Proven track record of high-accuracy data entry, zero-discrepancy verification, and detail-oriented record keeping.
  • Strong problem-solving skills to troubleshoot case discrepancies and workflow issues.
  • Clear written and verbal communication skills.

Nice to have

  • Experience in a B2B SaaS environment, software marketplace, or digital lead generation platform.
  • Familiarity with B2B marketing personas, digital acquisition cycles, and lead validation metrics (PPL, RPQ).
  • Experience using AI-assisted communication tools or automation features.
  • Basic familiarity with corporate credit processes, billing systems, or financial reconciliation.

About the company

G2 is the world's largest and most trusted software marketplace. It has joined forces with Capterra, SoftwareAdvice, and GetApp to create a large source of online data and software insights.