Job Title

Role: Customer Success ManagerExecutive assistants perform more than administrative tasks; they are often the executive’s “right-hand person” who enables them to advance company initiatives and goals. They filter and attend to the day-to-day functions that are part of the executive’s role so that the executive can focus on the high-level leadership and strategy functions. Your job description should include a brief overview of the company and the position’s key functions, as well as detailed information about responsibilities, skills and qualifications and benefits.Responsibilities1. Client Relationship Ownership Serve as the main liaison for assigned top tier clients, ensuring a white-glove experience. Build trust and rapport with client leadership, becoming a strategic advisor to their business needs. Conduct regular check-ins, QBRs (Quarterly Business Reviews), and performance review meetings.2. Strategic Account Growth Identify upsell and cross-sell opportunities based on client goals, operational needs, and industry trends. Collaborate with the sales and solutions team to craft tailored offerings and proposals. Monitor key account health metrics and proactively address risks to retention or satisfaction.3. CSM Team Leadership & Oversight Manage and guide the internal CSM team assigned to various divisions and client segments. Monitor CSM performance, provide coaching, and implement best practices across the team. Ensure consistency in client relationship standards across all accounts. Create knowledge-sharing mechanisms, review client interaction reports, and help team members resolve complex issues. Act as the escalation point for critical situations that require leadership support or cross-functional coordination.4. Internal Coordination Work closely with delivery, operations, and technology teams to ensure SLAs and KPIs are met. Champion the voice of the client internally push for improvements where needed. Participate in on boarding and transition planning for new engagements.5. Reporting and Communication Maintain clear records of client communication, feedback, and escalations. Share monthly and quarterly performance reports with clients. Track account plans, renewal timelines, and satisfaction scores (e.g., NPS). Provide support for special projects.Qualifications and Experience 2–7 years of experience in client success, account management, or team leadership—preferably in outsourcing, financial services, or B2B SaaS. Proven success managing CXOs or senior stakeholders. Team management experience, preferably with cross-functional or multi-division CSM structures.  Strong business acumen and communication skills (verbal and written). Ability to handle ambiguity and navigate complex account landscapes. Experience with U.S., U.K., or Australian clients. Exposure to the financial service industry CRM tools like Zoho, HubSpot or Salesforce.Key Skills Relationship-first mindset Proactive and solutions-driven High emotional intelligence Strong follow-through and ownership Ability to lead and inspire others Excellent prioritization and escalation judgmentJob Location, Work Timings and Work Model Mumbai, Gandhinagar, Ahmedabad, Pune, Chennai and Bangalore 7.30 am – 4.30 pm Full time