Account Manager - BFSI

Gnani Innovations; Bengaluru; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

Gnani Innovations is seeking a Customer Success Manager in Bengaluru to manage existing accounts, drive upsell and cross-sell opportunities, and reduce churn while ensuring overall customer satisfaction throughout the lifecycle.

You will collaborate with product, sales and support teams, develop training materials, and conduct customer workshops. Willingness to travel and work from the office is required to meet clients and support their needs.

Qualifications

• 3+ years proven experience as a Customer Success Manager or similar role.
• Experience in SAAS environments and handling enterprise customers in India preferred.
• Willingness to travel and meet clients as required.

Responsibilities

• Own customer lifecycle and drive upsell & cross-sell within existing accounts.
• Network with clients to understand needs and reduce churn.
• Collaborate with internal teams to address client questions and improve experience.
• Deliver training materials and run customer workshops periodically.

Skills

CSM experience

Quota carrying

Excellent communication

Enterprise client handling

Travel willingness

Education

Bachelor's degree

MBA

Tools

APIs

Middleware

Job description

Responsibilities

We are looking for a Customer Success Manager who can farm into existing accounts, provide ongoing support to our clients and network with them. The candidate should carry a Revenue target for upselling & cross selling into their customer base, contribute to building relationships and minimize churn rates.

Ultimately, you will own Customer lifecycle, work directly with clients to up-sell, cross sell & help solve their problems and ensure their satisfaction while they are an active account with us. You will also work closely with other employees to ensure customer questions and concerns are addressed in a timely manner.

Key Responsibilities

• Establish clear client retention goals.
• Define success milestones for the clients and employees to work towards
• Assist customers with setting up and navigating various programs
• Promote the value of Gnani.ai s software & services
• Upsell/ Cross-sell Gnani.ai s software & services
• Promote value through customer experience
• Assist in creating training courses and educational materials
• Review customer complaints and concerns and seek to improve the customer experience.
• Assist in conducting Customer Workshops on a periodical basis

Candidate Persona

• Proven work experience as a Customer Success Manager or similar role for a minimum of three years
• Working in a SAAS organization is desirable.
• Experience in dealing with large and mid size Enterprise customers in India
• Should have a quota carrying experience
• Exceptional ability to communicate and foster positive business relationships
• SAAS, Contact centre Technical skills & Clear grasp of digital technology stacks - APIs, middleware, ecosystems and the ability to envision solutions is a plus
• Experience in working with a diverse group- Developers, Program Managers, Sales, Pre-sales is required.
• A bachelor or MBA degree is preferred.
• This role requires fair amount of travel meeting your clients and working from the office location.

Skills Required

Primary Skills

• BFSI (Banking, Insurance, Fintech)
• Strategic Upselling and Renewals
• Account Based Sales
• Cross Selling & Upselling

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.