Customer Success Associate
About Us:
Yubi Group is a leading player in the fintech space revolutionising data-driven solutions. As part of one of India s fastest-growing fintech unicorns we empower businesses with data insights that drive informed decision-making. We are expanding our presence in the UAE and are looking for a highly motivated Customer Success Associate to join team.
Role Overview:
The Customer Success Associate you will be the primary point of contact for our clients ensuring smooth adoption satisfaction and expansion of Yubi s fintech products. You will be responsible for managing client relationships post-implementation ensuring timely issue logging and resolution driving cross-functional collaboration and maintaining client satisfaction through continuous engagement.
Key Responsibilities
- Client Retention & Growth
- Monitor client health scores usage patterns and adoption trends to identify risks and opportunities.
- Proactively engage clients to prevent churn and ensure high retention.
- Identify upsell and cross-sell opportunities collaborating with sales teams for expansion.
- Issue Management (Logging & Resolution)
- Establish a structured process for issue logging tracking and resolution through CRM/ticketing tools.
- Coordinate with product operations and tech teams to resolve client issues promptly.
- Provide proactive communication and updates to clients during issue resolution.
- Maintain detailed records of incidents root-causes and solutions for continuous improvement.
- Sales Strategy & Execution
- Develop comprehensive business development plans and sales strategies to meet or exceed new sales targets.
- Collaborate with the marketing team to align business development efforts with go-to-market strategies.
- Continuously track market trends and competitor activities to position the company s offerings effectively.
- Assist in identifying new markets and customer segments for business expansion.
- Sales Reporting & Forecasting
- Track and manage all sales activities and opportunities in CRM software to ensure an accurate sales pipeline.
- Provide regular updates to the leadership team on sales performance opportunities and forecasts.
- Meet or exceed established sales quotas and contribute to overall company revenue goals.
- Cross-Functional Collaboration
- Collaborate closely with internal teams such as marketing product and customer success to ensure smooth execution of sales strategies.
- Work with the product team to understand the latest product offerings and updates ensuring that the sales pitch reflects the most current solutions.
- Participate in the preparation of proposals contracts and other client-facing documents.
- Invoicing Payments & Revenue Assurance
- Oversee the invoicing process for assigned clients ensuring timely and accurate billing.
- Monitor payment status and follow up with clients on overdue invoices.
- Coordinate with finance and accounts teams to resolve invoicing/payment discrepancies.
- Maintain transparency with clients on payment schedules and contractual commercial terms.
- Reconcile commercial agreements vs. actual usage or live products.
- SLA Monitoring Legal Adherence & Compliance
- Monitor SLA adherence across all active clients and ensure contractual commitments are being met.
- Maintain alignment with legal and InfoSec teams on data protection privacy and regulatory obligations.
- Document and manage any contractual deviations or amendments.
- Vendor Onboarding & Management
- Drive onboarding of third-party vendors or partners as per client requirements (e.g. data providers integration vendors etc.).
- Coordinate with procurement/legal for vendor due diligence NDA MSA and onboarding paperwork.
- Track vendor SLAs delivery timelines and compliance.
- Act as the liaison between client vendor and internal teams to ensure smooth collaboration.
- Change Request Management
- Handle client-initiated Change Requests (CRs) including scoping impact analysis approval and implementation.
- Track all change requests through structured logs ensuring accountability and transparency.
- Collaborate with product tech and operations teams to prioritise and implement changes without disrupting SLAs.
- Communicate CR status and timelines proactively to clients.
Qualifications
- Bachelors degree in Business Marketing Data Science or a related field (MBA preferred).
- At least 3 years of experience in technical customer success with a focus on business development and data-driven solutions.
- Strong knowledge of data analytics SaaS and data products or services.
- Strong technical & product knowledge on software databases platforms services.
- Proven track record of successfully generating leads engaging prospects and closing new business in a B2B environment.
- Exceptional communication presentation and negotiation skills.
- Ability to understand complex client needs and translate them into tailored solutions.
- Proficient in using CRM systems (Salesforce HubSpot etc.) sales tools and collaboration platforms like Jira Asana and Slack to manage projects streamline communication and enhance team coordination.
- Highly motivated with a results-driven mindset and the ability to work independently.