Customer Success Manager- BFSI

1 month ago

Bengaluru, India IDfy Full time

Who are we?

Eliminate Fraud. Establish Trust.


IDfy is an Integrated Identity Platform offering products and solutions for KYC, KYB, Background Verifications, Risk Assessment, and Digital Onboarding. We establish trust while delivering a frictionless experience for you, your employees, customers and partners.

Only IDfy combines enterprise-grade technology with business understanding and has the widest breadth of offerings in the industry. With more than 12+ years of experience and 2 million verifications per day, we are pioneers in this industry.

Our clients include HDFC Bank, Induslnd Bank, Zomato, Amazon, PhonePe, Paytm, HUL and many others.

We have successfully raised $27M from Elev8 Venture Partners, KB Investments & Tenacity Ventures


Office Location: Andheri, Mumbai


We are a perfect match if you-

  • Have 4 - 6 years of experience
  • Industry Knowledge: Familiarity with the BFSI domain.
  • Energy and Drive: Self-starter with a proactive and energetic approach, capable of working independently and driving results
  • Communication Skills: Excellent verbal and written communication skills to effectively convey complex technical information to both technical and non-technical stakeholders Goal Orientation: Demonstrated history of achieving and exceeding sales targets and goals
  • Collaborative Spirit: Ability to work collaboratively with internal teams to ensure client success and contribute to product enhancement
  • Global Mindset: Adept at working in a diverse, multicultural environment Willingness and ability to learn, grow as a leader, absorb and share best practices Self-starter with the motivation to take on new challenges, entrepreneurial mindset
  • Ability to take ownership of process and outcomes
  • Effective business communication skills - both verbal and written
  • Good understanding of technology and SaaS products
  • Past experience in the BFSI industry could be a plus


Here's what your day would look like-

  • Develop and manage a portfolio of customer accounts
  • Help customers realize value from their investment in IDfy products
  • Educate the customer on usage best practices, share industry benchmarks on key metrics
  • Analyze customer usage data to improve product utilization
  • Communicate with Product teams to provide the "voice of the customer" internally within IDfy
  • Work closely with the Account Management team to unlock cross-sell and up-sell opportunities within each account
  • Improve onboarding and technical integration processes
  • Help customers get their top priority issues resolved swiftly by working with cross-functional teams within IDfy
  • Track and improve key churn metrics, NPS, CSAT
  • Manage the overall health of each customer account from go-live/onboarding onwards

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