Customer Success Manager

Role Overview
Own post-go-live success for BFSI clients (Banks, NBFCs, Fintech, Insurance). Drive adoption, retention, and growth by aligning the platform to measurable business outcomes across acquisition, onboarding, servicing, and engagement.
Key Responsibilities
- Manage the full customer lifecycle for BFSI accounts
- Drive platform adoption across sales, onboarding, servicing, and collections workflows
- Lead QBRs and executive stakeholder reviews
- Identify expansion opportunities and grow revenue
- Track account health, mitigate churn proactively
- Translate business needs into scalable configurations
- Partner with Product and Implementation to optimize outcomes
Required Experience
- 4+ years in Customer Success / Account Management (SaaS preferred)
- BFSI exposure (Banking, NBFC, Fintech, Insurance, Wealth, Payments)
- Experience handling mid-market or enterprise accounts
- Strong understanding of financial services workflows
- Abil...

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