Customer Success Manager

1 day ago


Delhi, Delhi, India International SOS Full time ₹ 9,00,000 - ₹ 12,00,000 per year

We are seeking a dynamic and detail-oriented
Sales Support & Customer Success Manager
to provide cross-functional support across our Medical Services and Assistance Service business lines. This role combines CRM (Salesforce) administration, sales reporting (MIS), client onboarding coordination, analytics, and presentation development support to enable a high-performing sales organization. The ideal candidate brings a data-driven mindset, excellent coordination skills, and a deep understanding of how to support sales in complex solution selling domain.

Key Responsibilities

Salesforce CRM Management

  • Maintain and manage Salesforce CRM with up-to-date client and deal data.
  • Ensure clean data practices, correct tagging by business line (Health-Tech / Security Risk), and accurate pipeline tracking.
  • Develop and share CRM dashboards and reports to support periodic sales reviews.

Sales Reporting (MIS) & Analytics

  • Prepare daily, weekly, and monthly MIS reports across business lines.
  • Analyze sales trends, conversion rates, and funnel metrics to derive insights.
  • Track KPIs such as lead-to-client ratios, onboarding progress, and renewal/upsell opportunities.

Client Onboarding Coordination

  • Support onboarding for clients across business lines.
  • Liaise with internal teams (product, operations, compliance) to ensure all steps and documentation are complete.
  • Track onboarding timelines and ensure seamless handovers to client servicing teams.

Sales Enablement & Presentation Support

  • Create, format, and maintain high-impact PowerPoint presentations for internal leadership reviews and client meetings in coordination with Marketing/Product teams
  • Assist in proposal writing, case study formatting, and document management.
  • Maintain sales content library with updated templates, pitch decks, and collateral.

Cross-Functional Collaboration

  • Work closely with Sales, Product, Marketing, and Operations teams to ensure sales teams are supported with relevant data and tools.
  • Act as the central coordinator for data and reporting across the Business Lines.

Additional Responsibilities

  • To work within and promote all International SOS's policies, procedures and corporate values.
  • To be aware of International SOS' policies, practices and procedures and actively participate in the ongoing development and enhancement of these important areas of our business.
  • Undertaking project work or reasonable duties as requested by direct Manager
  • Maintain personal ongoing credentialing of all related skills, qualifications and knowledge needed to complete the defined role and comply with relevant authorities.

Required Work Experience and skills
(Brief description of the educational background and work experience needed to perform the job)

  • Bachelor's degree in a relevant field (e.g., Health Informatics, Life Sciences, Computer Science).
  • Experience in working with large, complex datasets
  • 8-10 years of experience in sales support, CRM/MIS reporting, and onboarding roles.
  • Proven hands-on experience with Salesforce CRM is a must.
  • Strong skills in Excel (VLOOKUP, PivotTables, charts etc) and PowerPoint.
  • Understanding of both Health-Tech industry is a strong advantage.
  • Excellent verbal and written communication skills.

Preferred Skills:

  • Experience with BI tools like Power BI, Tableau, or Google Data Studio.
  • Knowledge of compliance or regulatory workflows in healthcare or security.
  • Experience in B2B onboarding or enterprise customer lifecycle workflows.
  • Ability to manage multiple stakeholders and business lines simultaneously.


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