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Posted 11 June, 2026

Customer Support Executive

CashBook : UPI Wallets for Business Expenses
Bengaluru, KA, IN Full Time
Reference: 1a559cb9c7a082cd

Job Description

Customer Support Executive – Business Onboarding & Support

About the Role

We are looking for a proactive and customer-focused Customer Support Executive to manage business onboarding, resolve client queries, and ensure a smooth experience for businesses using our platform.

The role involves closely coordinating with newly onboarded businesses, assisting them with KYC, wallet activation, payments, and resolving operational issues. You will act as the primary point of contact for businesses after onboarding and help ensure successful activation and long-term engagement.


Key Responsibilities

Business Onboarding & Activation

Assist businesses in completing the onboarding process

Guide clients through KYC verification and wallet activation

Ensure smooth setup and activation of employee wallets

Coordinate with internal teams for faster issue resolution

Customer Support & Relationship Management

Act as the primary support contact for assigned businesses

Handle inbound and outbound support calls, WhatsApp chats, and follow-ups

Resolve client queries related to wallets, payments, onboarding, and usage

Maintain strong relationships with businesses through regular follow-ups

Issue Tracking & Coordination

Maintain proper updates and comments on the internal dashboard/CRM

Track pending issues and follow up until resolution

Identify businesses that are inactive or unresponsive and proactively reconnect with them

Coordinate with sales and operations teams whenever required

Process & Operational Support

Ensure timely communication with clients regarding pending actions

Track onboarding status and escalations for assigned businesses

Support businesses in understanding platform features and workflows

Maintain proper documentation of support activities and resolutions


Requirements

1–3 years of experience in customer support, client servicing, or operations

Strong verbal and written communication skills

Comfortable handling calls and client coordination

Good follow-up and problem-solving abilities

Ability to manage multiple businesses simultaneously

Basic understanding of CRM or support tools is a plus


Preferred Background

Candidates with experience in:

Fintech or SaaS companies

B2B customer support

Business onboarding or operations

Wallet/payment-based platforms

will be preferred.


What We’re Looking For

Strong ownership and accountability

Excellent follow-up and coordination skills

Customer-first attitude

Ability to handle escalations professionally

Organized and process-oriented mindset


Compensation & Growth

Fixed Salary

Opportunity to grow into Account Management or Operations roles

Exposure to B2B business support and fintech operations


How to Apply

Share your resume along with a brief introduction about your customer support or client handling experience to

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