Customer Success Executive

4 days ago

Delhi, Delhi, India Infodrive Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Job Title: Customer Success Executive( B2B SaaS)

Role Overview:

We are seeking a dynamic Renewal & Upsell Executive to join our Coach Renewal Team. This role is central to our customer growth and retention strategy within our B2B SaaS environment. The ideal candidate is proactive, customer-focused, and skilled at identifying opportunities to upsell, cross-sell, renew, and upgrade client subscriptions.

This role requires strong communication skills, a consultative mindset, and a deep understanding of SaaS customer journeys. You will serve as a trusted advisor to our clients, helping them derive maximum value from our platform while increasing revenue and retention for the company.

Key Responsibilities:

1. Revenue Growth through Upselling & Cross-Selling

  • Identify and capitalize on upsell and cross-sell opportunities within the existing customer base.
  • Conduct strategic product demonstrations to showcase additional features, modules, or upgraded plans.
  • Use insights from client usage patterns and business needs to pitch relevant upgrades or add-ons.
  • Consistently meet or exceed monthly revenue growth targets through renewals and expansions.

2. Client Retention & Subscription Renewals

  • Proactively manage and own the renewal process, ensuring clients continue with the platform seamlessly.
  • Engage customers to understand their pain points, ensure product adoption, and highlight the ROI of staying onboard.
  • Address client objections with empathy and insight, working to resolve any renewal hesitations.
  • Increase retention rate by delivering ongoing value and positioning the platform as mission-critical for their business.

3. Customer Success & Relationship Management

  • Build and maintain strong relationships with key stakeholders across the clients organization.
  • Monitor account health scores and usage patterns to identify at-risk accounts and take corrective actions.
  • Schedule regular check-ins, product walkthroughs, and QBRs (Quarterly Business Reviews) to reinforce value.
  • Ensure clients are actively using the platform and achieving their desired outcomes.

Skills & Attributes:

  • Strong consultative selling and objection-handling abilities
  • Excellent verbal and written communication
  • High emotional intelligence and active listening
  • Strong time management and follow-up discipline
  • Tech-savvy and comfortable navigating SaaS dashboards
  • Experience with CRM tools, chat platforms, and instant messaging for client engagement
  • High energy, goal-oriented, and growth-focused mindset

Interested candidate can submit their updated resume to me at or What's me

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