Customer Success Manager

What started in 2015 as a mission to solve working capital challenges has evolved into a comprehensive financial solutions ecosystem. Today, KredX powers businesses of all sizes with innovative financial solutions.

KredX stands as India's leading integrated supply chain finance solutions provider, holding both RBI's TReDS license and IFSCA's ITFS license - making us one of the few double-licensed entities in India. We drive domestic trade financing through our Domestic Trade Exchange (DTX) platform, facilitate cross-border trade financing solutions through our Global Trade Exchange (GTX), and deliver AI-powered intelligent finance automation that streamlines end-to-end financial operations for enterprises worldwide.

The KredX Suite of Products:

DTX (Domestic Trade Exchange): RBI-licensed TReDS platform enabling seamless MSME financing through invoice discounting.

GTX (Global Trade Exchange): IFSCA-licensed platform facilitating efficient import-export financing for cross-border trade.

CMS (Cash Management Solutions): AI-powered finance automation solution streamlining financial operations.

Job Title:Customer Success Manager (0–3 Years)

Department: Customer Success

Location: Bangalore

Reports To: Head of Product Management

About the Role

We are looking for a motivated and customer-oriented Customer Success Manager to help our clients achieve maximum value from our product. This role is perfect for someone early in their career who enjoys solving problems, working with customers, and collaborating with cross-functional teams. You will play a key role in improving customer experience, driving adoption, and contributing insights that shape the product roadmap.

Key Responsibilities

• Serve as a primary point of contact for customers pre and post-implementation, ensuring smooth onboarding and product adoption.
  
   

• Understand customer goals and help them achieve measurable success using the product.
  
   

• Analyze product usage data and customer feedback to identify patterns, issues, and opportunities for improvement.
  
   

• Collaborate with Product, Tech, and Sales teams to communicate customer needs and support product enhancements.
  
   

• Educate customers on new features, updates, and best practices through regular communication and demos.
  
   

• Track key metrics like usage, adoption, renewals, and customer satisfaction to monitor success.
  
   

• Help manage escalations and ensure timely resolution with internal support teams.
  
   

• Maintain documentation of customer interactions, feature requests, and success stories.
  
   

Required Skills & Qualifications

• Bachelor's degree in Business, Engineering, Technology, or a related field.
  
   

• 0–3 years of experience in Customer Success, Business Analyst, or related client-facing roles (internships included).
  
   

• Strong communication and presentation skills with a customer-first mindset.
  
   

• Basic understanding of SaaS products, analytics, or technology platforms.
  
   

• Problem-solving and analytical thinking with attention to detail.
  
   

• Familiarity with CRM, Helpdesk, SQL and Excel.
  
   

• Ability to work collaboratively across teams in a fast-paced, agile environment.

• Strong logical aptitude and willingness to learn.
  
   

Preferred Skills

• Exposure to customer lifecycle management or onboarding processes.
  
   

• Interest in data-driven decision-making and customer engagement strategies.
  
   

• Experience in fintech, SaaS, or startup environments is an advantage.

What you can expect apart from attractive compensation at KredX, apart from monetary benefits

●Bi annual appraisal cycle

●Medical coverage for your family and parents

●Need a break? We've got your back for 15 days in a year. We know that some of the best ideas come when you're on vacation

●Feeling blue? No problem You get 12 days in a year to deal with this & rejuvenate your mind and body

And a lot more…..We can discuss