CSM

Department Icon Accounting & Finance
Posted: 3 months ago
9-12 years
Pune, Maharashtra
Accounting & Finance
work from office
Full Time

Posted: 3 months ago
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Job Description

Were Hiring | Customer Success Manager (CSM) | Pune | Hybrid

Sakon is looking for an experienced and customer-focused professional to join our team as a Customer Success Manager (CSM).

If you are passionate about customer engagement, SaaS solutions, strategic relationship management, and driving measurable business outcomes, this opportunity could be a great fit for you.

Location: Pune, India (Hybrid)

Shift: US Shift-5:30 PM-2:30 AM

Experience:8-12 years in Customer Success / SaaS / Managed Services / Account Management

Our Expectations

Customer Advocacy & Retention

  • Partner with the Service Delivery, Data and Tech Support teams to ensure timely resolution of technical challenges.
  • Act as the voice of the customer internally, ensuring customer needs and feedback influence product development and roadmap priorities.
  • Identify at-risk accounts early and execute proactive engagement plans to reduce churn risk.
  • Build strong Sakon sponsor relationships within customer organizations.

Operational Excellence

  • Maintain accurate, detailed records of account health, activities, and success plans in CRM and Client Services tools.
  • Analyse and report on customer health, engagement, and outcome metrics on a regular basis.
  • Contribute to the creation of playbooks, knowledge bases, and success frameworks for internal and customer use.
  • Mentor junior team members and contribute to building scalable success practices.

Customer Engagement & Lifecycle Management

  • Own the post-onboarding customer journey across onboarding transition, adoption, and ongoing success phases.
  • Lead structured onboarding programs, ensuring rapid time-to-value and smooth transitions from implementation.
  • Work with the SCEs to develop and maintain customer success plans tailored to each accounts strategic goals and KPIs.
  • Drive regular engagement through weekly delivery meetings, QBRs (Quarterly Business Reviews), adoption workshops, and one-on-one customer POC check-ins.
  • Manage customer escalations in partnership with the Service Delivery and Tech Support teams to drive timely resolution.
  • Develop and execute Go-to-green plans for at-risk customers to restore confidence, improve outcomes, and reduce churn risk.

Value Realization & Adoption

  • Proactively monitor product adoption trends, usage data, and customer health scores.
  • Identify gaps in adoption and work with customers to resolve blockers through training, enablement, or services.
  • Provide consultative guidance on best practices, industry benchmarks, and business process improvements.
  • Translate customer business objectives into measurable outcomes that showcase ROI.

Revenue Growth Support

  • Collaborate with SCEs to identify and nurture expansion opportunities, while maintaining a trusted advisors stance.
  • Surface upsell/cross-sell opportunities based on usage patterns, unmet needs, and business priorities.
  • Support the renewal process by demonstrating value delivered and alignment to future objectives.

Success Metrics

  • Gross Retention Rate – Renewal rate of assigned accounts.
  • Net Promoter Score (NPS) / CSAT – Customer satisfaction and advocacy levels.
  • Adoption Metrics – Module usage, feature utilization, and engagement frequency.
  • Time to Value (TTV) – Speed at which customers realize business benefits post-implementation.
  • Churn Reduction – Decrease in at-risk accounts and churn percentage.
  • Expansion Identification – Number and quality of upsell/cross-sell opportunities surfaced for AE follow-up.

Key Competencies

  • Customer Advocacy – Always acting in the customers best interest while balancing company objectives.
  • Strategic Thinking – Ability to design long-term success strategies, not just tactical fixes.
  • Problem Solving – Skilled at diagnosing challenges, removing blockers, and orchestrating solutions.
  • Collaboration – Works fluidly across Sales, Delivery, Product, and Support. Outcome Orientation – Obsessed with delivering measurable value and ensuring customers achieve desired results.

Qualifications

  • 9-12 years in Customer Success, Managed Services/Operations, Account Management, or Consulting within a SaaS/Services environment.
  • Experience in managing customers in Service based environment.
  • Strong ability to link technology adoption to measurable business outcomes.
  • Proven experience building relationships with senior stakeholders.
  • Comfortable understanding the Sakon platforms, integrations, APIs, and workflows, collaborating with Tech Support and Support engineers.
  • Ability to leverage data to assess customer health, adoption, and value realization.
  • Excellent written, verbal, and presentation skills; capable of influencing both operational users and executives.
  • Global mindset with experience engaging diverse stakeholders across regions.

Skills

AccountsSalesAccount Management

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