Customer Success Executive – Client & Partner Operations

Finkraft; Bengaluru; On-site; INR 450,000 - 650,000; Full time

Job summary

Finkraft in Bengaluru (HSR Layout) is hiring a Customer Success Executive for Client & Partner Operations. This on-site role involves owning a partner portfolio, driving high-volume outbound follow-ups, onboarding new partners, and resolving escalations to keep momentum and revenue flow strong.

We seek graduates with fluent English and Hindi, plus proficiency in Excel/Sheets. Based in Bengaluru or willing to relocate, with availability for 5 days a week. Immediate joiners preferred.

Qualifications

• Any graduate; stream and institution not filters — we hire on capability.
• Fluent English and Hindi on the phone, with commercial conversation ability.
• Comfort with Excel / Google Sheets — filters, lookups, tracker.

Responsibilities

• Own a partner portfolio end to end via onboarding, transactions, and ongoing relationship management.
• Drive high-volume outbound follow-ups with 60–90 conversations daily to close documentation.
• Escalate and unblock by identifying decision-makers and reaching them by phone, WhatsApp, or in-person.
• Onboard new partners onto the platform and guide them to first transaction quickly.
• Conduct on-ground visits across Bengaluru to accelerate onboarding and recover stalled relationships.
• Resolve client escalations, chase missing items, and report back outcomes.
• Coordinate with data, product and operations teams to close cases beyond a simple follow-up.
• Maintain accurate, current records and trackers for client reporting.

Skills

Fluent English

Fluent Hindi

Excel / Google Sheets

Immediate joiners preferred

Education

Any graduate

Tools

Excel / Google Sheets

Job description

Customer Success Executive – Client & Partner Operations

Bengaluru (HSR Layout) · On-site, 5 days · Immediate joiners preferred

About Finkraft

Finkraft is a Bengaluru-based travel-fintech recovering money that large enterprises silently lose every year in their expense and compliance processes. We work with 1,250+ enterprise clients, including HCL, Philips, Volkswagen, Cipla, BCG, Tata Communications, JSW, Cleartrip and BCD — Fortune 500 manufacturers, global consulting firms and India's largest IT services and travel companies.

For a single client this runs into crores a year. We've built the platform and the data engine. What turns it into recovered money is a network of partner businesses doing their part — and that is the function you'd be joining.

Role & responsibilities

• Own a partner portfolio end to end. You're the single point of contact for your set of partner businesses — onboarding them, getting them transacting, and keeping the relationship warm enough that next month is easier than this one.
• Drive high-volume outbound follow‑ups. This is a phone-first role: 60–90 conversations a day with operations staff, finance teams and business owners to close out pending documentation and commitments.
• Escalate and unblock. When a partner who committed three weeks ago goes quiet, there's no escalation matrix handed to you. You work out who in that organisation can actually say yes, and you get to them — by phone, by WhatsApp, or by showing up.
• Onboard new partners onto the platform, walking them through the process and getting them to first transaction quickly.
• Conduct on‑ground visits across Bengaluru where a face across the table moves things faster than a call — to onboard, unblock, or repair a stalled relationship.
• Resolve client escalations. When an enterprise client flags something missing, you're the person who chases it down, fixes it, and reports back.
• Coordinate internally with data, product and operations teams to close cases that need more than a follow‑up.
• Maintain accurate, current records. Every commitment, follow‑up and outcome logged — what we report to our clients is only as good as your tracker.

Requirements

Education & eligibility

• Any graduate. Stream and institution are not filters — we hire on capability, not credentials.
• Fluent English and Hindi on the phone, with the confidence to hold a commercial conversation with a business owner or finance controller. Kannada, Tamil, Telugu, Marathi or Bengali is a genuine advantage and we weight it in selection.
• Working comfort with Excel / Google Sheets — filters, lookups, and a tracker you keep clean without being asked.
• Based in Bengaluru or willing to relocate, available to work 5 days a week from our HSR Layout office.
• Immediate or 15‑day joiners preferred.

Preferred background

1+ year in an outbound, outcome-owned role. Industry doesn't matter. What matters is that you were measured on whether the thing happened — not on how many calls you logged.

Backgrounds that map well:

• Customer success or post-sales, where renewals and adoption were yours to hit
• Collections and recovery — B2B, consumer, or NBFC
• Fee and payment recovery in edtech
• B2B inside sales or account management
• Client servicing in a role where you chased external stakeholders for deliverables

Benefits

Why this role is worth your time

This isn't a support function sitting downstream of the business. It is one of our two largest revenue lines, and the difference between a portfolio worked well and one worked badly shows up directly in what we bill and what our clients get back. You'll deal with finance and operations leaders at Fortune 500 companies, and you'll see the outcome of your own work in a number every month.

Growth from here runs into account ownership, partner management, and team leadership as the function scales. We'd rather promote from here than hire above it.