Customer Success - Key Account Manager

Responsibilities

• Own and manage relationships with key accounts, building strong rapport and long-term trust.
• Act as the first point of contact for any client issues, ensuring quick resolution and seamless communication.
• Drive client engagement by delivering regular check-ins, presentations, and performance reviews.
• Identify and capitalize on upsell and cross-sell opportunities within existing accounts.
• Collaborate with internal teams (product, tech, sales) to align solutions with client needs.
• Monitor key success metrics, analyze data, and provide actionable insights to clients.
• Contribute to strategic planning, client retention initiatives, and growth strategies.
• Ensure customer satisfaction by advocating for the client within TIFIN.
  

Requirements

• 6+ years of experience in Customer Success, Account Management, or similar client-facing roles, preferably in a fast-paced startup environment.
• Prior experience in finance, fintech, or investment management is highly preferred.
• Demonstrated ability to build and manage key client relationships, drive account growth, and ensure client satisfaction.
• Strong data analytics skills - must be comfortable working with dashboards, interpreting data, and using insights to influence strategy and decision-making.
• Excellent communication and presentation skills with the ability to explain complex/technical concepts to non-technical audiences.
• Proven success in managing multiple accounts and balancing diverse stakeholder needs.
• Highly strategic and solution-oriented, with a strong problem-solving mindset.
• Bachelor's degree in Finance, Business, or a related field; MBA is a plus.
• Familiarity with tools like Excel, Tableau, Power BI, Looker, or other analytics/dashboard platforms is an added advantage.