Specialist - Client Success

Role Title: Specialist - Client Success

Product Suite: Commcise

Commcise is an integrated cloud-based Research Valuation, Consumption Tracking, Commission Management and Share-of-Wallet reporting solution built to meet the needs of Investment Managers. Commcise provides clients with an automated Reconciliation, Invoice/Contract Management, Commission Targeting, Broker Voting, Commission Management and Reporting solution.

Location: Bengaluru/Gurgaon (Only Male candidate for Gurgaon location)

Working Hours: UK (1:30 pm-10:30 pm IST/3:00 pm-12:00 am IST) & US hours (5:30 pm-2:30 am IST). Please note that it would be a rotational UK/US shift

Years of Experience: 10+ years

Role Purpose: To be a part of a dedicated Product Consulting team to enable Clients' success and facilitate future business initiatives.

Required Qualification: Engineering or equivalent IT degree

Mandatory Skill Sets:

- Strong fundamentals in RDBMS with hands-on experience in - PL/SQL, SQL SERVER 2008/2012/2016 (T- SQL), and exposure to deployment/source control tools (Jenkins/Octopus & SVN/GIT/TFS).

- Very Good Communication/Interpersonal skills.

- Experience in dealing with application log files and exposure to Webservices/ APIs/ SFTP processes.

- Good understanding and prior experience working in Capital Markets / Asset Management Operations / Investment Banking domain.

Added Advantage:

- Certification in SQL/Oracle.

- Capital Markets/Functional certifications

- Advanced Excel skills/VBA/ Python scripting

- Exposure to AWS/Azure cloud technologies.

What is expected from this role?

Client Centricity:

- Anticipate client needs, deliver proactive solutions, and manage expectations through clear, effective communication.

- Build and maintain strong stakeholder relationships while handling difficult conversations professionally.

- Stay composed in high-pressure situations, effectively prioritize urgent vs. important tasks, and balance speed with accuracy while adapting to shifting client and business needs.

Technical Expertise:

- Analyse and resolve client issues efficiently, leveraging SQL, API/SFTP troubleshooting, system logs, and pattern recognition to diagnose and prevent recurring problems.

- Interpret client data using SQL, Excel, and reporting tools to extract insights, generate meaningful reports, and ensure accuracy in all analyses.

Operational Efficiency & Teamwork:

- Identify inefficiencies in workflows, recommend automation solutions, and optimize repetitive or manual tasks to improve productivity and service quality.

- Take initiative, follow through on commitments.

- Collaborate across teams, embrace feedback, and contribute to a team-oriented environment.

- Stay updated on product offerings and industry trends, seek learning opportunities, and apply feedback constructively to enhance technical and domain expertise.