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Customer Success Manager (BFSI) | SaaS - Fintech (Series C)

Mumbai Permanent View Job Description
The client is seeking a Customer Success Manager with strong technical and solutioning capabilities to drive meaningful outcomes for large enterprise customers.This role goes beyond relationship management-you will actively engage in problem-solving, leverage data and insights to guide strategic decisions, and ensure customers derive measurable business value from the platform.
  • Drive real business impact by owning complex, high-stakes enterprise customers o
  • Grow your career in a well‑funded, fast‑scaling SaaS company with strong leaders

About Our Client

Our client is a well-funded enterprise SaaS company that is transforming how large financial institutions manage their distribution networks, field operations, and collections.

Backed by $45M+ in funding from top-tier global venture capital firms and strategic investors, the company operates at significant scale, serving 350,000+ users across 70+ large global financial enterprises. Its AI-powered platforms help banks and insurers drive productivity, improve sales effectiveness, and achieve operational excellence across complex distribution ecosystems.

The organization is trusted by some of the world's largest banks, insurers, and financial services institutions and is consistently recognized by leading industry analysts for advanced product functionality, innovation in AI, and enterprise-grade scalability.

Job Description

  • Own and lead strategic customer relationships, ensuring success through effective solutioning, value realization, and long-term partnership.
  • Collaborate closely with internal teams including Product, Pre-Sales, and Customer Success to design and deliver solutions aligned to client needs.
  • Use data and insights to identify optimization opportunities, drive adoption, and improve outcomes across customer touchpoints.
  • Manage the full customer lifecycle with a focus on account growth, retention, and key success metrics (Adoption, CSAT, NPS).
  • Engage confidently with enterprise stakeholders on both technical and business strategy topics, providing clear and actionable guidance.
  • Own the success of customer projects, working with cross-functional teams to resolve issues and exceed expectations.
  • Develop and execute customer success strategies aligned to client objectives and broader business goals.
  • Provide leadership in client discussions by balancing technical depth with business context and outcome-driven thinking.
  • Track, analyze, and communicate progress using a data-driven approach, continuously refining success strategies.
  • Act as an escalation point for project-related risks or issues, ensuring timely resolution and sustained customer satisfaction.



The Successful Applicant

  • 6+ years of experience in Customer Success, Account Management, or related roles with strong exposure to solutioning and technical engagement.
  • Strong technical acumen with the ability to understand complex products, architect solutions, and solve business problems.
  • Proven experience driving customer retention and success through consultative, solution-oriented conversations.
  • High comfort with data-able to analyze trends, derive insights, and present recommendations to senior stakeholders.
  • Excellent communication skills with demonstrated maturity, professionalism, and tact in complex client environments.
  • Prior Customer Success experience preferred, though candidates with strong technical account management backgrounds are welcome.
  • Proactive, consultative mindset with the ability to guide customers toward long-term success.
  • Strong collaboration and informal leadership skills, with the ability to influence across functions.
  • Ability to thrive in a fast-paced, high-ownership environment while managing multiple priorities.



What's on Offer

  • Lead high-impact customer initiatives for large enterprise financial institutions on a mission-critical platform.
  • Influence outcomes beyond delivery-contributing to execution planning, cost efficiency, and sustainable growth across geographies.
  • Join a fast-growing, well-funded SaaS company where ownership is real and decisions have visible impact.
  • Gain firsthand exposure to global enterprise operating models and diverse work cultures.
  • Work closely with senior leadership and cross-functional teams to shape how Customer Success and Customer Engineering scale.
  • Own the success of complex implementations and play a key role in building long-term customer trust, adoption, and value.
  • Industry leading compensation
  • ESOP's on offer



Quote job ref
JN-042026-6996794

Job summary

Function
Sales
Sub Sector
IT & Telecommunications
What is your area of specialisation?
Technology & Telecoms
Location
Mumbai
Job Type
Permanent
Job Reference
JN-042026-6996794

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.