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Job Description & How to Apply Below
Chennai
Office Type: 5 Days (WFO)
Experience:
4–8 Years
CTC: 23 LPA (Negotiable for great candidates)
About the company:
Our client is an AI-driven B2B SaaS company transforming mortgage lending in the U.S. through pre-underwriting automation. Its platform helps lenders and brokers automate income analysis, document processing, eligibility checks, and underwriting workflows, integrating directly into their existing systems.
The company is scaling its customer base and product portfolio, working with enterprise mortgage lenders to drive adoption and measurable improvements across their lending operations.
Role Overview
We’re looking for a Customer Success Manager with strong U.S. experience to own customer relationships from onboarding through adoption, expansion, and retention.
This role is ideal for someone who understands U.S. customers and enterprise SaaS , can navigate complex stakeholder environments, and is comfortable working closely with customers to solve problems, drive product adoption, and deliver business outcomes.
What You’ll Do
Own a portfolio of U.S. customers and build strong, long-term relationships with key stakeholders
Lead customer onboarding, implementation, adoption, and ongoing engagement
Understand customer workflows and translate their business needs into actionable solutions
Drive product adoption and ensure customers realize measurable value from the platform
Partner with Product, Engineering, and Sales teams to resolve customer issues and improve the overall experience
Monitor customer health, identify risks early, and drive retention
Conduct regular business reviews and communicate product performance, outcomes, and opportunities
Identify opportunities for upsell, cross-sell, and account expansion in partnership with the commercial team
Act as the voice of the customer internally and bring insights back to product and leadership
What We’re Looking For
4–8 years of experience in Customer Success, Account Management, Client Success, or similar roles
Mandatory experience working with U.S. customers , preferably in a B2B SaaS environment
Experience managing enterprise / mid-market accounts and multiple stakeholders
Strong understanding of customer onboarding, adoption, retention, and account growth
Excellent communication skills with the ability to confidently engage with U.S based customers
Strong problem-solving and stakeholder management skills
Ability to work independently in a fast-paced, high-growth environment
Experience in Fin Tech, Mortgage Tech, Lending, or AI SaaS is a strong plus
Comfortable working across Product, Engineering, Sales, and Operations teams
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