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Job Description & How to Apply Below
JOB DESCRIPTION
Experience : 3 - 7 Yrs
Location :
Bengaluru
Designation :
Customer Success Specialist
About Company :
The company is a technology-driven financial services firm that specializes in digital identity verification, credit assessment, and risk intelligence. It provides API-based solutions that help banks, fintechs, and other institutions streamline onboarding, ensure regulatory compliance, and make faster, data-backed lending decisions. Its platforms focus on accuracy, scalability, and secure handling of consumer data to support responsible and efficient financial operations.
Experience Required :
3–7 years in Customer Success, Account Management, Solution Consulting, or SaaS/Fintech roles.
Experience handling enterprise BFSI/fintech clients (preferred).
Proven record in renewals, engagement, and revenue growth.
Key Responsibilities :
Client Onboarding & Adoption
• Develop deep functional and technical knowledge of its product suite.
• Educate and onboard clients, conduct POCs, and ensure smooth implementation.
• Guide clients on product workflows, API integrations, and best practices.
Client Relationship & Account Management
• Act as the primary point of contact for queries, escalations, integrations, and coordination.
• Maintain strong relationships with CXOs, product, risk, and compliance teams.
• Track usage, adoption challenges, and create engagement plans.
Upsell, Cross-Sell & Revenue
• Identify upsell/cross-sell opportunities across KYC, AML, Fraud, Risk APIs, etc.
• Drive renewals, negotiate commercials, and maintain accurate CRM reports.
Performance Analysis & Insights
• Monitor client KPIs and product usage to recommend improvements.
• Prepare business reviews, assessments, and executive summaries.
• Relay client feedback to internal teams for product enhancement.
Issue Resolution & Technical Consulting
• Provide technical consultancy on APIs, workflows, and product features.
• Troubleshoot client issues with support from product and tech teams.
• Ensure timely resolution for escalated matters.
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