Customer Success Executive

Were Hiring: Customer Support Executive CashBook

About CashBook

CashBook is transforming the way businesses manage employee expenses and financial workflows. Were looking for a Customer Support Executive who is passionate about helping customers, solving problems, and ensuring a smooth user experience.

Location: Bengaluru (On-site) - IndiraNagar

Experience: 01 years

Role Type: Full-time

CTC : Upto 3.5 LPA

What Youll Do:

As a Customer Support Executive at CashBook, you will be the first point of contact for our users and play a key role in ensuring customer satisfaction.

Your responsibilities will include:

• Handling customer queries via calls, emails, and chat
• Assisting users with manual bookkeeping features (cash in/out, entries, reports)
• Supporting customers on UPI, wallet, and payment-related issues (transactions, limits, failures, refunds)
• Guiding users through app features, subscriptions, and settings
• Troubleshooting basic issues and coordinating with internal teams for resolution
• Maintaining accurate records of customer interactions and issues in the CRM/support tools
• Following up with users to ensure issues are resolved in a timely manner
• Sharing customer feedback and common issues with the product and tech teams

What Were Looking For:

• 01 years of experience in customer support, customer success, or a similar role
• Good understanding of bookkeeping basics and digital payments (UPI)
• Strong communication skills (Hindi+ English language preferred)
• Ability to explain concepts in simple, user-friendly terms
• Patient, empathetic, and solution-oriented mindset
• Comfortable working with mobile apps and support systems
• Prior experience in fintech, SaaS, or accounting apps is a plus (not mandatory)

Why Join CashBook:

• Work with a fast-growing fintech product
• Learn deeply about payments, bookkeeping, and customer experience
• Opportunity to grow into Customer Success, Product Support, or Ops roles
• Collaborative and supportive work environment

Interested?

If youre excited to help customers and grow your career with us, please share your resume at