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Customer Success Managers (CSMs) are a unique hybrid role between customer service and sales. The main goal is to provide support for customers as they transition from the sales pipeline (prospects) to the support pipeline (active users).
Responsibilities:
- Single point contact and project success ownership.
- Client coordination and communication over project solutioning (Technical solutioning along with Delivery/ Project manager), Consulting
- Project estimation – Delivery Plan & effort in coordination with delivery / project manager.
- Commercial negotiation and ensuring profitable deal onboarding
- Project Tracking & reporting to both client & internal stakeholders
- Project review on regular basis with delivery team
- Ensuring On-time project completion – if not, tracking and fixing with PM
- Delivery milestone and revenue milestone mapping. Ensuring revenue is recognized & achieved
- Operational reporting & account planning
- Enhancement/change request identification & action
- Working with BDM and prospecting team for A/c size increment
Requirement:
- Account Manager from Banking background (must have)
- Client Relationship
- Banking and Financial Knowledge is must
- Having experience working on pre-sales and sales
Location: Kolkata (SDF Building Saltlake Electronic Complex, Kolkata, West Bengal 700091)
Years of experience: 5+ (must have)
Job Type: Full-time
