Customer Success Manager (Finance )



Mid-Level (4 to 6 years)
1L - 10L (Per Year)
Posted on Jan 09 2023

About the Job


Treasury Management
Mutual Funds

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


• 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


• 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


• Extremely passionate about customer success and value delivery

  • • Good to have working experience in Treasury/Operations/Wealth Mgmt.

About the company

A team of passionate professionals in the field of Career Guidance, Recruitment, Appointment setting(TASS), Operations Management, Business Enablers, Training and Consulting based in Mumbai (APAC) & London (Europe) Support in building a career and not just a job Specializing in Analytics, Actuarial, CAT Modeling, Underwriting, Business Analytics, (Re)Insurance Broking and IT Sales & ...Show More

Company Size

11-50 Employees



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