Customer Success Manager (Finance )

Department Icon Treasury & Forex
Posted: 2 years ago
1-2 years
Mumbai Metropolitan Region
Treasury & Forex
Work From Office
Full Time

Posted: 2 years ago
Let Jobaaj One apply for you

An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.

Job Description
Similar Jobs
Please verify your account first! Send OTP

Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.

Job Description

  • Roles & Responsibilities
  • Financial Domain knowledge especially NBFC, Borrowing, Treasury, Asset
  • management companies/mutual funds, and banks.
  • 3-4 Years of Experience in Treasury/Operations/BFSI / Fin-tech/ Financial Services /
  • Product Startup played a role in the Customer Success team either as a lead or key member
  • of a CS team.
  • Preferably in the Fintech areas but can come from any other Product startup with a
  • customer success implementation experience.
  • Ability to map requirements, identify gaps in the current process, help the
  • implementation team in building those requirements and deliver to the customer.
  • Lead a small team of Business Analysts and Solution Specialists to deliver the
  • product adopted to the customers needs.
  • Excellent Program Management skills in terms of planning, managing dependencies
  • and risks, managing client expectations, and review and governance.
  • Highly motivated and self-driven to work with the team to ensure customers
  • requirements are captured, built, and delivered.
  • Frequently interacting with the customer as well as internal teams to ensure we stay
  • on top of the commitment we have given to our customers.
  • Be the single point of contact for all the customer requirements both for the
  • customers as well as for the organization.
  • Understand the products and value proposition offered by the organization product
  • and its technical capabilities to assess the feasibility of a process and the requirements of the
  • customer.
  • Understand the business landscape where the product operates and provide
  • constructive feedback to the development/product team to improve the company offerings.
  • SH Square Consultants
  • MUMBAI || LONDON || PUNE || DELHI || CHENNAI
  • Have a strong growth mindset to seek for ways to enhance the value to the customer.
  • This may involve working closely with the sales to look and build additional growth
  • opportunities for the account.
  • Collaborating with the Sales and Marketing teams to help them build and enhance
  • better value delivery to the customer as well as other opportunities.
  • Above all, a keen sense of learnability, curiosity and passionate believer in customer
  • success thinking and great product mindset
  • Key Skills
  • Preferable to have 1-2 years of experience managing teams and/or in a project
  • delivery environment
  • Prior Experience of working in an enterprise setting helping customers derive value
  • from the products
  • Financial Domain knowledge especially NBFC, Borrowing, Treasury, Asset
  • management companies/mutual funds, and banks.
  • Excellent logical, analytical, and mathematical skills.
  • Excellent verbal and written communication skills.
  • B.E/B.Sc./BCA (preference to IT) degree.
  • Excellent knowledge/grasp of Microsoft Excel and SQL will be needed.
  • Exceptional ability to communicate and foster positive business relationships
  • Accountability and personal organization are essential
  • Experience in managing a diverse group and training each according to company
  • standards
  • Extremely passionate about customer success and value delivery
  • Good to have working experience in Treasury/Operations/Wealth Mgmt.

Skills

DomainFinancial ServicesFintechMicrosoft ExcelSalesTreasuryExcelMarketingManagerCsSql

If a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.

Similar Jobs

View all
Loading...
Bag Logo
Jobaaj
Get jobs like this by email

New Treasury & Forex roles in Mumbai Metropolitan Region.

Job Alert
Google hiring for Specific Roles Apply Now!
1 min ago
New Opportunity
Amazon is hiring freshers Apply Now!
5 min ago
Featured Jobs
Microsoft opening 50+ positions Apply Now!
10 min ago

One email a day. Unsubscribe any time.