Customer Success Specialist

Job description

About Us

Diligent is the AI leader in governance, risk and compliance (GRC) SaaS solutions, helping more than 1 million users and 700,000 board members to clarify risk and elevate governance. The Diligent One Platform gives practitioners, the C-Suite and the board a consolidated view of their entire GRC practice so they can more effectively manage risk, build greater resilience and make better decisions, faster.

At Diligent, we’re building the future with people who think boldly and move fast.  Whether you’re designing systems that leverage large language models or part of a team reimaging workflows with AI, you’ll help us unlock entirely new ways of working and thinking.  Curiosity is in our DNA, we look for individuals willing to ask the big questions and experiment fearlessly - those who embrace change not as a challenge, but as an opportunity.  The future belongs to those who keep learning, and we are building it together.  At Diligent, you’re not just building the future - you’re an agent of positive change, joining a global community on a mission to make an impact.

Learn more at diligent.com or follow us on LinkedIn and Facebook

Position Overview: We are looking for a motivated fresher to join our team in an entry-level position. This role is ideal for someone starting their career and looking to build a strong foundation in product operations, data accuracy, and cross-functional collaboration. As an Associate, you will be responsible for assisting in the activation and management of customer accounts, ensuring accurate entitlements based on purchased products, and supporting internal teams such as Sales and Customer Success.

Shift Timing: 6:30 pm IST - 3:30 am IST

Key Responsibilities

  • System Familiarization:

Gain working knowledge of internal systems such as Salesforce.com, entitlement platforms, and internal communication tools through training and on-the-job learning.

  • Documentation & Record Keeping:

Assist in maintaining accurate records of entitlement actions, customer data, and internal communications in accordance with company standards.

  • Task Prioritization:

Manage daily tasks with close supervision, learning to prioritize assignments based on urgency, impact, and business needs.

  • Opportunity & Product Entitlement Management:

Review and process customer opportunities related to the Diligent suite of products. Accurately input entitlement details into Salesforce and other internal tools, ensuring correct setup aligned with contractual terms.

  • Customer Account Activation:

Lead the end-to-end activation of customer accounts, ensuring entitlements are provisioned accurately and promptly based on the purchased products and services.

  • Salesforce Data Integrity:

Perform routine audits and data quality checks to ensure completeness, consistency, and accuracy of customer and contract records in Salesforce.

  • Ad Hoc Project Management:

Support various projects including the rollout of new solutions, process improvements, and system enhancements related to product entitlement workflows.

Required Experience/Skills

  • Strong academic qualifications (bachelor’s degree in business administration, marketing or a related field/B. Tech/B. E)
  • Good working knowledge of advanced excel.
  • Strong attention to detail and ability to handle repetitive tasks with accuracy.
  • Demonstrated ability to respond promptly to inquiries and requests from internal teams.
  • Excellent time management skills to meet deadlines and manage competing priorities effectively.
  • Good verbal and written communication skills to interact with team members and stakeholders.
  • Ability to adapt changes in processes and systems in a dynamic business environment.

What Diligent Offers You

  • Creativity is ingrained in our culture. We are innovative collaborators by nature. We thrive in exploring how things can be differently both in our internal processes and to help our clients
  • We care about our people. Diligent offers a flexible work environment, global days of service, comprehensive health benefits, meeting free days, generous time off policy and wellness programs to name a few
  • We have teams all over the world. We may be headquartered in New York City, but we have office hubs in Washington D.C., Vancouver, London, Galway, Budapest, Munich, Bengaluru, Singapore, and Sydney.
  • Diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We foster and encourage diversity through our Employee Resource Groups and provide access to resources and education to support the education of our team, facilitate dialogue, and foster understanding.

Diligent created the modern governance movement. Our world-changing idea is to empower leaders with the technology, insights and connections they need to drive greater impact and accountability – to lead with purpose. Our employees are passionate, smart, and creative people who not only want to help build the software company of the future, but who want to make the world a more sustainable, equitable and better place.

Headquartered in New York, Diligent has offices in Washington D.C.,  London, Galway, Budapest, Vancouver, Bengaluru, Munich, Singapore and Sydney.   To foster strong collaboration and connection, this role will follow a hybrid work model. If you are within a commuting distance to one of our Diligent office locations, you will be expected to work onsite at least 50% of the time. We believe that in-person engagement helps drive innovation, teamwork, and a strong sense of community.

We are a drug free workplace. Diligent is proud to be an equal opportunity employer. We do not discriminate based on race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental disability, age, military status, protected veteran status, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. See also Diligent’s EEO Policy and Know Your Rights. We are committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at [email protected].

To all recruitment agencies: Diligent does not accept unsolicited agency resumes. Please do not forward resumes to our jobs alias, Diligent employees or any other organization location. Diligent is not responsible for any fees related to unsolicited resumes.

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