Customer Success & Implementation Executives

About the Role

VITTSPHERE ONE is hiring 2 Customer Success & Implementation Executives to help CA firms adopt technology and transform their daily operations. This role involves owning the complete implementation journey of CA firms, ensuring they actively use the VittSphere Practice software.

Key Responsibilities

• Onboard CA firms and understand their existing business workflows.
• Coordinate with CAs and their staff for software implementation.
• Configure the platform and assist with initial setup.
• Train CA firm employees on different features and workflows.
• Ensure daily morning task reports are being used by staff.
• Ensure daily evening work reports reach the CA.
• Drive adoption of client follow-ups, task management, and notice management workflows.
• Conduct regular calls and follow-ups to resolve implementation gaps.
• Coordinate with the product and technical teams to resolve client issues.
• Track implementation progress and ensure successful adoption within 30–90 days.

Qualifications

• MBA graduates (Operations, Marketing, Finance, or Business Management preferred).
• Freshers with excellent communication and coordination skills are welcome.
• Comfortable speaking with CA professionals and their office staff.
• Patient, disciplined, and persistent with follow-ups.
• Good at explaining software and training users.
• Comfortable using WhatsApp, Excel, and web-based applications.
• Willing to take ownership of client implementation from start to finish.

Requirements & Tech Stack

• Communication skills
• Coordination skills
• WhatsApp
• Excel
• Web-based applications