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DIGITAP.AI
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Customer Success Specialist

Customer Success Specialist

DIGITAP.AI

3 - 7 years

5 - 8 Lacs

bengaluru

Posted:-1 days ago| Platform:

Apply

Skills Required

relationship management it services bfsi business analysis analytical consulting account management risk management client management crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title: Customer Success Specialist

Location:

Bangalore

Industry:

IT Services & Consulting (Fintech / SaaS)

Employment Type:

Full-Time, Permanent

About Us:

DIGITAP.AI is an Enterprise SaaS company providing high tech advanced AI / ML, Alternate Data Solutions to new age internet driven businesses for reliable, fast and 100% compliant Customer Onboarding, Alternate Data Solutions for Automated Risk Management and other Value Added Services. Our proprietary Machine Learning Algorithms and Modules provide one of the best success rates in the market. We working with the top digital lenders of India & the team brings together deep and vibrant experience in Fintech Product & Risk Management, Fraud Detection and Risk Analytics.

Role Overview

The Customer Success Specialist will drive client adoption of Digitap s SaaS products, ensure smooth onboarding, strengthen enterprise relationships, and expand revenue through upsell/cross-sell. The role requires strong technical understanding of APIs and fintech workflows, excellent client management skills, and the ability to deliver strategic insights that improve customer ROI.

Experience Required

3-7 years
in Customer Success, Account Management, Solution Consulting, or SaaS/Fintech roles.
Experience handling enterprise BFSI/fintech clients (preferred).
Proven record in renewals, engagement, and revenue growth.

Key Responsibilities

Client Onboarding & Adoption

Develop deep functional and technical knowledge of Digitap s product suite.
Educate and onboard clients, conduct POCs, and ensure smooth implementation.
Guide clients on product workflows, API integrations, and best practices.

Client Relationship & Account Management

Act as the primary point of contact for queries, escalations, integrations, and coordination.
Maintain strong relationships with CXOs, product, risk, and compliance teams.
Track usage, adoption challenges, and create engagement plans.

Upsell, Cross-Sell & Revenue

Identify upsell/cross-sell opportunities across KYC, AML, Fraud, Risk APIs, etc.
Drive renewals, negotiate commercials, and maintain accurate CRM reports.

Performance Analysis & Insights

Monitor client KPIs and product usage to recommend improvements.
Prepare business reviews, assessments, and executive summaries.
Relay client feedback to internal teams for product enhancement.

Issue Resolution & Technical Consulting

Provide technical consultancy on APIs, workflows, and product features.
Troubleshoot client issues with support from product and tech teams.
Ensure timely resolution for escalated matters.

Skills & Qualifications

Technical Skills

Strong knowledge of SaaS, API-led solutions, digital KYC, fraud tech, and decisioning systems.
Hands-on experience with
API testing tools (Postman, REST Assured)
.
Understanding of REST APIs, SOAP services, and basic programming concepts.
Familiarity with BI tools and data-driven analysis.

Soft Skills

Excellent communication, presentation, negotiation, and relationship management.
Analytical, proactive, customer-first mindset.
Strong ownership, independence, and problem-solving abilities.

Education

Any Graduate / Postgraduate

Key Skills

Customer Success, Account Management, Client Interaction, Technical Marketing, Business Analysis, Requirement Gathering, API Knowledge, Renewal & Revenue Management.

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Customer Success Specialist

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

Job Title: Customer Success Specialist

Location:

Industry:

Employment Type:

About Us:

Role Overview

Experience Required

3-7 years

Key Responsibilities

Client Onboarding & Adoption

Client Relationship & Account Management

Upsell, Cross-Sell & Revenue

Performance Analysis & Insights

Issue Resolution & Technical Consulting

Skills & Qualifications

Technical Skills

API testing tools (Postman, REST Assured)

Soft Skills

Education

Key Skills

More Jobs at DIGITAP.AI