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Customer Success Specialist

3 months ago

Mumbai, India CrossTab IT Consulting Full time

We are hiring for a Customer Success Executive for a Fintech-Product Based Organization leading in Banking and Treasury/capital market Domain based out of Mumbai.


Experience Required : 8+ Years.


Main Focus :Looking for Someone from TCM(Treasury capital Management) domain.


Overview about the role

  • Customer Success Executives, as well as focusing on overall client satisfaction, have strategic goals of delivering value to the customer by improving retention, renewals and adoption rates in line with our success strategy.
  • Drive adoption through actionable insights, customer focus, proactive engagement, experience improvement and ‘customer first’ culture. Balancing the importance of maintaining revenue -shape and influence the success change agenda for each customer.
  • Identify and manage areas where the client has expectations that are misaligned with their contract / company's policy and work to gain re-alignment.


Qualifications and Experience: Desired:

  • Experience within the Treasury and Capital Markets sector.
  • Experience with Treasury and Capital Markets software, whether at a bank, consulting company, or software vendor
  • Ability to interact and demonstrate presence with all levels of stakeholders (from business users to senior levels), whether within the Company or with the customer.
  • Ability to work autonomously, take ownership & accountability, while rallying individuals, teams to support customers towards the end goal.
  • Technical and problem-solving skills and ability to understand or recognize root causes of issues.
  • Exceptional relationship-building capabilities and effective communication, presentation, and interpersonal skills. Ability to challenge, negotiate, influence, and persuade stakeholders especially business users.
  • Analytical mindset and ability to derive insights from data.
  • Organizational skills, can prioritize, multi-task and demonstrate adaptability.
  • Project Management skills including strong reporting capability


Should you be interested, share your updated resume on