Customer Relationship Manager cum Accountant

1 day ago

tamil nadu, India Solique Advisory and Support Services Private Limited Full time

Position SummaryWere looking for a dynamic and entrepreneurial professional who thrives on building long-term client partnerships and managing the entire customer lifecycle. This role goes beyond routine account managementit requires someone who can deeply understand client requirements, propose a scope of services that aligns with Solique’s solutions, and ensure flawless execution across every stage of the relationship.We’re seeking an individual with both strategic foresight and operational discipline: someone who can craft tailored proposals, oversee delivery, and ensure client satisfaction while also managing critical aspects of invoicing and collections. The right candidate will be proactive, solution-driven, and passionate about shaping how clients experience and grow with Solique. This position is designed for individuals aspiring to grow into leadership and directly influence the growth journey of Solique.Functional ResponsibilitiesAct as the dedicated relationship manager for assigned client accounts, ensuring trust, satisfaction, and continued engagement.Manage the complete client lifecycle: onboarding, engagement, service delivery alignment, invoicing, and collections.Understand client requirements in depth and propose a well-defined scope of services that aligns with Solique’s capabilities and solutions.Draft, review, and present client proposals and engagement documents with clarity and precision.Coordinate with internal teams to deliver timely and effective outcomes.Identify opportunities for account expansion and cross-service integration.Monitor client performance metrics and prepare regular updates for leadership and stakeholders.Monitor client accounts, track billing cycles, oversee timely invoicing, and support collections to ensure financial disciplineDrive proactive communication, resolve client issues efficiently, and escalate challenges when necessary.Conduct periodic check-ins and client reviews to align with evolving business objectives.Collaborate with service teams to ensure seamless execution of commitments.Personal Attributes and ExperienceStrong client handling and relationship management skills.Knowledge or certification in Zoho People.Excellent communication, presentation, and interpersonal abilities.Proactive, empathetic, and solution-driven mindset.Experience in drafting proposals and delivering client-facing documents.Ability to manage multiple accounts with attention to detail and deadlines.Prior experience in professional services, consulting, or client success/account management roles preferred.Qualifications RequiredGraduate/Postgraduate degree in Business Administration, Commerce, or related discipline.2–4 years of experience in Saas Based , Fintech, client success, account management, or consulting environments.EducationGraduate/Postgraduate in Business, Finance, or related fields.MBA or equivalent will be a plus.LanguageExcellent proficiency in English is a must.Working knowledge of other Indian languages is an added advantage.Compensation and BonusOpen to rewarding the right candidate commensurate with their expertise, experience,and potential.Competitive CTC aligned with market standards and experience.Performance-based incentives and growth-linked bonuses.

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