Account Manager - BFSI

Gnani Innovations Private Limited.; Mumbai; On-site; INR 1,200,000 - 2,100,000; Full time

Job summary

Gnani Innovations Private Limited is seeking a Customer Success Manager to drive growth within existing accounts in India. You will own the customer lifecycle, onboard and support clients, and pursue upsell and cross-sell opportunities while aiming to minimize churn.

You will collaborate with cross-functional teams to resolve issues, conduct workshops, and ensure high client satisfaction. Travel may be required, and a bachelor’s or MBA is preferred.

Qualifications

• Minimum of three years as Customer Success Manager or similar.
• Experience in SAAS and enterprise customers in India.
• Quota carrying experience.
• Excellent communication and relationship-building skills.
• Willingness to travel and work from the office.
• Bachelor or MBA degree preferred.

Responsibilities

• Define success milestones for clients and teams.
• Assist customers with setup of programs.
• Promote Gnani.ai’s software and services.
• Upsell and cross-sell to existing customers.
• Enhance customer experience and reduce churn.
• Conduct customer workshops periodically.
• Collaborate with Sales, Pre-sales, and other teams.

Skills

Strategic upselling

Renewals

Cross selling

Upselling

Account Based Sales

BFSI

Education

Bachelor's or MBA degree

Tools

SAAS

APIs

Middleware

Job description

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

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