Account Manager

Aalekh; Delhi; On-site; INR 167,000 - 446,000; Full time

Benefits offered by this job

Cell phone reimbursement

Internet reimbursement

Paid sick time

Paid time off

Flexible schedule

Job summary

Aaalekh.ai is seeking an Account Manager in Delhi to build and maintain strong relationships with CA firms, SMEs, and finance teams. You will drive onboarding, product adoption, and ongoing engagement to ensure renewals and expansion.

The role requires 2–5 years in account management or customer success, with strong communication and finance domain knowledge. In-person work in Delhi with an AI & Fintech focus.

Qualifications

• Bachelor’s degree in Finance, Commerce, Accounting, or related field.
• 2–5 years in Account Management or Customer Success (B2B SaaS/Fintech).
• Strong communication and relationship-building skills.
• Knowledge of GST and accounting software is a plus.

Responsibilities

• Manage and maintain strong relationships with assigned customers.
• Understand customer requirements and ensure a smooth onboarding experience.
• Conduct product walkthroughs and assist customers with product adoption.
• Act as the primary point of contact for customer queries and concerns.
• Coordinate with internal teams to resolve customer issues effectively.
• Regularly engage with customers to understand their feedback and requirements.
• Monitor customer usage, satisfaction, and engagement.
• Identify opportunities for upselling, cross-selling, renewals, and referrals.
• Maintain accurate customer and account information in the CRM.
• Prepare regular account updates and reports.
• Ensure high levels of customer satisfaction and retention.

Skills

Account management

Customer success

Relationship management

B2B SaaS

Fintech

Financial services

GST knowledge

Tally

Education

Bachelor’s degree (Finance/Commerce)

Tools

Tally

CRM software

Job description

Company: Aalekh.ai
Employment Type: Full-time
Experience: 2–5 Years
Location: Delhi

About the Role

Aalekh.ai is looking for an Account Manager to build and manage strong relationships with our customers, including CA firms, Chartered Accountants, SMEs, and finance teams.

The role involves understanding customer requirements, ensuring successful onboarding and product adoption, resolving queries, and identifying opportunities for account growth and retention.

Key Responsibilities

• Manage and maintain strong relationships with assigned customers.
• Understand customer requirements and ensure a smooth onboarding experience.
• Conduct product walkthroughs and assist customers with product adoption.
• Act as the primary point of contact for customer queries and concerns.
• Coordinate with internal teams to resolve customer issues effectively.
• Regularly engage with customers to understand their feedback and requirements.
• Monitor customer usage, satisfaction, and engagement.
• Identify opportunities for upselling, cross-selling, renewals, and referrals.
• Maintain accurate customer and account information in the CRM.
• Prepare regular account updates and reports.
• Ensure high levels of customer satisfaction and retention.

Requirements

• Bachelor’s degree in Finance, Commerce, Accounting, Business Administration, or a related field.
• 2–5 years of experience in Account Management, Customer Success, Relationship Management, B2B SaaS, Fintech, or Financial Services.
• Good understanding of finance and accounting concepts.
• Strong communication, presentation, and relationship-building skills.
• Excellent problem-solving and coordination abilities.
• Customer-focused and proactive approach.
• Ability to manage multiple accounts and priorities effectively.
• Knowledge of GST, Tally, accounting software, or SaaS products is an added advantage.

Why Join Aalekh AI?

Join a growing AI & Fintech company and work at the intersection of Finance, Accounting, and Artificial Intelligence, helping businesses and finance professionals adopt smarter and more efficient workflows.

Pay: ₹15,000.00 - ₹40,000.00 per month

Benefits:

• Cell phone reimbursement
• Flexible schedule
• Internet reimbursement
• Paid sick time
• Paid time off

Work Location: In person