Roles Responsibilities :
- Serve as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting them.
- Review the customer journey, identifying how it s supported, taking a consultative approach in helping clients overcome issues and achieve goals
- Facilitate interaction and workflow between project team members, including third-party service providers, to ensure deliverables are on time
- Collaborate, problem-solve, and / or strategize upcoming client meetings with team members
- Prepare necessary documentation or visuals for clients to demonstrate the performance of campaigns; analyze trends in C-Sat / NPS scores to identify areas of improvement.
- Work with the sales and marketing team to drill customer references and develop case studies.
- Communicate effectively with both internal and external senior-level management to understand customer needs, maximize retention and growth, and communicate learnings.
- Maintain existing customer success metrics and data as directed.
- Lead campaigns and promote proactive customer contact strategy to manage and improve Churn, Retention Customer Delight at a product level
- Prepare necessary documentation or visuals for internal stakeholders to demonstrate performance of campaigns; analyze trends in C-Sat / NPS scores to identify areas of improvement
Mandatory Qualifications :
7+years of total experience has to be in customer success or account management within the banking industry or a Fintech companyCandidate from a product-based background is preferable with an understanding of current account and digital solution / payments reconciliation / API payouts(neo banking products)Active team player, self-starter, and multitasker who can quickly adjust priorities.Farming experience in retention, Upselling, and cross-selling.Experience into digital banking solutions / digital solutions / API payments / escrows and B2B SAAS sales is mandatory.Skills Required
Reconciliation, B2b, Sales, Banking, CSAT