Customer Success Manager

moneyview

moneyview

Administration
Hyderabad, Telangana, India
Posted on Jun 11, 2025

Role: customer success:

• Manage the implementation process, and deliver a timely launch with clients (corporates / employers).

• Sending out communication plans to our clients for distribution via email, social media and other digital media.

• Actively take on process improvement projects to ensure effective client (employer) and customer (employee) on-boarding.

• Proactively manage client relations and share valuable data insight to build client conviction in Jify.

• Building a strong understanding of the customer cohorts at the clients sites.

• Delivering demos at events/exhibitions/client offices/webinars to our clients and customers (Employees)

• Assisting with performance tracking and reporting for our clients.

• Escalating any issues/risks to management/ product teams.

• Proactively re-solving client/customer concerns and feeding into product enhancements.

• Support product teams to seek employee feedback from time to time.

• Manage and update company database and customer relationship management systems.

Successful applicants:

• 5+ years in account / client management in a b2b business/ dept of a financial institution/fintech/Saas company (Desirable) You've got experience in a customer / sales support role at a bank/fintech/nbfc.

• (Desirable) You've got a related degree in Business Commerce or Management.