Job Description
About CBOSIT Technologies
At CBOSIT Technologies , we empower organizations to scale and thrive through intelligent digital transformation . We combine business consulting , technology implementation , and managed services to help clients achieve measurable business outcomes.
Our team of strategists, technologists, and delivery experts operates with agility, client empathy, and a passion for creating impact. We value clarity, execution discipline, and collaboration — and we’re now seeking a leader who can elevate our client experience and delivery performance across every engagement.
Role Overview
CBOSIT is looking for a visionary Director – Client Success to lead both Sales and Delivery Excellence , ensuring that every client partnership is a success story — from discovery to managed services.
This leadership role sits at the intersection of business growth and operational delivery . The ideal candidate will bring proven experience in client acquisition, tender / RFP management, delivery governance, and account leadership , while fostering strong relationships built on trust and measurable outcomes.
You will lead CBOSIT’s Client Success charter — driving growth, ensuring delivery guardrails, and building a world-class client experience engine.
Requirements
Key Responsibilities
1. Client Success Leadership
Define and lead CBOSIT’s Client Success strategy , aligning business growth, delivery performance, and client satisfaction.
Build a scalable client engagement model that covers Discovery → Implementation → Managed Services .
Establish governance structures, account review rhythms, and CSAT / NPS programs.
Represent the voice of the client in internal decision-making.
Drive adoption, renewal, and expansion of CBOSIT solutions within key accounts.
2. Sales & Business Development
Lead tender and RFP participation , ensuring timely , high-quality submissions.
Collaborate with Marketing and Pre-Sales to convert MQLs into active opportunities.
Drive business growth through outreach, partnerships, and strategic pursuits.
Develop account growth plans, identifying cross-sell and upsell opportunities.
Maintain an active view of the sales pipeline, revenue forecasts , and account performance.
3. Delivery & Account Governance
Oversee the delivery lifecycle for key accounts, ensuring adherence to CBOSIT Delivery Guardrails .
Partner with delivery teams to ensure project scope, quality, and profitability.
Build and institutionalize processes for project governance, risk tracking, and delivery quality.
Conduct periodic account and delivery reviews , ensuring proactive escalation management.
Embed best practices in delivery frameworks, tools, and templates.
4. Team & Capability Building
Mentor and lead consultants, account managers, and delivery owners to build a client -first culture.
Collaborate with Practice Leads to ensure technical and delivery readiness for client engagements.
Foster a high-performance, transparent, and collaborative team environment.
Identify capability gaps and lead initiatives for delivery enablement and continuous improvement.
Candidate Profile
Requirements
You're a perfect fit if you have been practising below for greater then 4years : Communication magic : Exceptional written and verbal communication skills to engage clients and explain complex concepts clearly. Process prowess : Ability to analyse, re-engineer, and optimize business workflows. Problem-solving superpower : A knack for identifying and resolving roadblocks, delivering effective solutions. Agile mindset : Adaptability and eagerness to learn new technologies. Zoho expertise : Deep understanding of Zoho CRM, Zoho Books, Zoho Desk, Zoho People and other core applications. Technical chops : Experience with data migration, integrations, and customization. Team player spirit : Ability to collaborate effectively in a dynamic environment. Tech Prowess Required : A Zoho whiz : Implementing, customising, and managing CRM, Desk, Books, People, Creator and more. A scripting master : Writing custom Deluge functions and wielding JavaScript with ease. An automation architect : Flowcharts like Miro, Draw.io, LucidChart are your canvas. A problem-solver extraordinaire : Fixing bugs, navigating APIs, and resolving any Zoho hurdle.
Client Director • Dehradun, UT, in