Customer Success Manager

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Job Summary

The Customer Success Manager will be responsible for building and maintaining strong client relationships, ensuring customer satisfaction, and driving retention and growth. The role requires close collaboration with internal teams to address client needs, deliver solutions, and provide consultative support that aligns with customer business objectives.

Key Responsibilities

• Serve as the primary point of contact for assigned customers.
  
• Onboard, train, and support clients to maximize adoption of InstaFinancials solutions.
  
• Build long-term relationships and proactively engage with clients to drive retention and growth.
  
• Understand customer requirements and coordinate with internal teams for timely resolution.
  
• Monitor client usage, feedback, and satisfaction levels, ensuring continuous value delivery.
  
• Conduct regular business reviews with clients to showcase ROI and identify opportunities.
  
• Collaborate with sales to identify cross-sell and upsell opportunities.
  
• Handle escalations with professionalism and ensure customer success metrics are met.
  

Qualifications

• Bachelors degree in Business, Finance, or related field.
  
• 2–6 years of experience in customer success, account management, or client servicing, preferably in SaaS/Financial data solutions.
  
• Strong communication and interpersonal skills with the ability to build trust and rapport.
  
• Proven track record of managing client relationships and ensuring customer satisfaction.
  
• Problem-solving mindset with a proactive and consultative approach.
  
• Proficiency in MS Office, CRM tools, and business communication.
  

What We Offer

• Opportunity to work in a high-growth financial data solutions company.
  
• Exposure to CXO-level client interactions and decision-making processes.
  
• Collaborative and growth-driven work environment.