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Customer Success Manager - IT

Customer Success Manager - IT

Insight Advisors Private LimitedGurgaon, India
5 days ago
Job description

Roles and Responsibilities :

1. Drive Client Engagement :

  • Build and maintain strong relationships with CFOs and finance leaders of client organizations.
  • Act as a trusted advisor, ensuring seamless collaboration and alignment of their financial goals with our technology solutions.

2. Lead the Customer Experience :

  • Work closely with clients to implement the NAKAD Automated Reconciliation Tool ARP post-sales.
  • Serve as the critical link between clients and the NAKAD Tech Team, ensuring smooth onboarding and implementation.
  • Deliver customized solutions, tailoring both the UI and backend to meet unique client requirements based on feedback.

    • 3. Assess and Transform Financial Practices :

  • Conduct in-depth analyses of clients' existing accounting and reconciliation processes to identify opportunities for automation and efficiency.
  • Design and implement innovative, automated solutions that enhance accuracy, save time, and reduce manual effort.

    • 4. Facilitate Training and Support :

  • Provide comprehensive training to client finance teams on using our advanced automation tools effectively.
  • Offer ongoing support, ensuring clients achieve long-term success with our solutions.

    • 5. Create a Feedback-Driven Ecosystem :

  • Act as a feedback conduit between clients and our product development team, ensuring client insights shape the evolution of our products.
  • Collaborate to create tools that align with the ever-changing needs of the finance and accounting landscape.

    • 6. Ensure Smooth Implementation and Troubleshooting :

  • Proactively identify and resolve potential challenges during implementation or daily usage of our solutions.
  • Partner with clients to continuously improve their automation journey, ensuring maximum ROI.

    • 7. Documentation and Reporting :

  • Maintain detailed and accurate documentation of all client interactions, implementations, and performance outcomes for transparency and ongoing refinement.

    • We are looking to hire strong finance professionals with solid experience in AR / AP and vendor reconciliation, preferably from D2C, Quick Commerce, e-commerce, retail, or modern trade environments.

    Key Details :

    Experience : 4+ years

    Skills : Strong communication and client-facing capabilities

    Compensation : Up to 15 LPA

    Work Mode : Onsite, 6 days a week (first Saturday off)

    (ref : iimjobs.com)

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    It Manager • Gurgaon, India