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Job Description & How to Apply Below
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
Ability to engage CXOs and cross-functional stakeholders
Data-driven approach to KPIs and reporting
Success Metrics
Retention & NPS
Adoption depth
Expansion revenue
Zero unplanned churn
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