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Customer Success Strategist (BFSI Clients)

Mumbai, Maharashtra, India

96 Days ago

Job Description


This role is with one of our portfolio companies.

Key Responsibilities:

  • Develop deep relationships with key stakeholders at client organizations, becoming a trusted advisor and ensuring overall client satisfaction.
  • Identify opportunities for cross-selling and upselling within existing accounts based on a deep understanding of customer needs and challenges.
  • Create and execute customer success strategies to help clients meet their business objectives, focusing on maximizing the value derived from our product.
  • Proactively monitor account health, track key performance indicators, and take corrective actions to prevent churn and drive customer retention.
  • Work with clients to refine their speech analysis use cases, ensuring alignment with business goals and driving measurable impact.
  • Collaborate with the product team to provide customer feedback and insights, contributing to product enhancements and improvements.
  • Lead regular business reviews with customers, reporting on account status, performance metrics, and identifying areas for further improvement.
  • Partner with the sales team to ensure smooth transitions for new clients and identify opportunities to expand business within existing accounts.
  • Assist in the development of customer success programs, resources, and best practices to continually enhance the client experience.

Requirements

  • 4 to 10 years of experience in customer success, account management, or a related field, preferably within SaaS.
  • Proven track record of building and maintaining strong client relationships, driving customer retention, and identifying opportunities for account growth.
  • Strong understanding of customer success strategies and methodologies.
  • Excellent communication and presentation skills, with the ability to engage with executive-level stakeholders.
  • Ability to analyze customer data and translate insights into actionable recommendations.
  • Experience working in the BFSI sector is a plus.
  • A problem-solving mindset with a passion for customer satisfaction and driving results.

Benefits

An opportunity to work with a rapidly growing company in the AI space.

Exposure to cutting-edge AI technologies and their applications in the BFSI industry.

A collaborative and dynamic work environment.

Key Skills Required

Account ManagementSalesAccountsAnalysisBFSIBusiness GoalsBusiness ObjectivesCommunicationCustomer FeedbackCustomer NeedsCustomer RetentionCustomer SatisfactionCustomer SuccessDevelopmentDriving ResultsIdentifying OpportunitiesManagementPresentationProven Track RecordReportingUpselling

Job Overview


Job Function: Other

Job Type: Full Time

Workplace Type: Not Specified

Experience Level: Entry level

Salary: Competitive & Based on Experience

Experience: 10 - 11 yrs

Contact Information


Company about us:

Capital is an early stage venture capital firm that is dedicated to partnering with visionary founders and helping them reach new heights. Our team is passionate about supporting innovative and disruptive startups that have the potential to transform industries and change the world.

With a focus on providing capital, expertise, and...

Company Name: Elevation Capital

Recruiting People: HR Department

Website: http://www.elevationcapital.com

Headquarter: Gurugram, Haryana, India

Industry: Financial Services

Company Size: 51-200 Employees

Location

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