Key Account Manager

Job Title

Location

Department

Reports To

Role Overview

We are looking for a proactive and client-focused Key Account Manager (CSM) to build and nurture long-term relationships with strategic clients. This role ensures client satisfaction, drives product adoption, and identifies opportunities for revenue growth through upselling and cross-selling. The Key Account Manager will act as a trusted advisor, helping clients achieve their business objectives while maximizing value from our solutions.

Key Responsibilities

• Serve as the primary point of contact for assigned key accounts.
• Develop a deep understanding of client business goals and challenges, aligning our solutions to their needs.
• Drive customer success by ensuring smooth onboarding, adoption, and long-term retention.
• Conduct Quarterly Business Reviews (QBRs) and regular check-ins with stakeholders.
• Monitor client health scores, proactively address risks, and implement strategies to reduce churn.
• Collaborate cross-functionally with Sales, Product, Tech, Finance, and Ops teams to resolve client issues.
• Identify and execute upselling/cross-selling opportunities to grow account revenue.
• Act as a client advocate internally, providing feedback to enhance products and services.
• Build client advocacy by turning satisfied clients into references, testimonials, or case studies.
• Flexible to travel for client meetings and business needs.

Skills & Qualifications

• Bachelor’s/Master’s degree in Business, Finance, Marketing, or related field.
• Minimum 2 years of experience in Customer Success / Account Management / Client Servicing (preferably B2B SaaS or Services).
• Proven track record of managing enterprise or strategic accounts.
• Excellent communication, presentation, and stakeholder management skills.
• Strong problem-solving and negotiation abilities.
• Proficiency with CRM/CSM tools (Zoho, etc.).
• Analytical mindset with ability to interpret client data and create actionable insights.
• Knowledge & connects in Fintech Domain will be an added advantage.