Customer success managers (csms) are a unique hybrid role between customer service and salesThe main goal is to provide support for customers as they transition from the sales pipeline (prospects) to the support pipeline (active users).
Responsibilities:
Single point contact and project success ownership.
Client coordination and communication over project solutioning (technical solutioning along with delivery/ project manager), consulting
Project estimation – delivery plan & effort in coordination with delivery / project manager.
Commercial negotiation and ensuring profitable deal onboarding
Project tracking & reporting to both client & internal stakeholders
Project review on regular basis with delivery team
Ensuring on-time project completion – if not, tracking and fixing with pm
Delivery milestone and revenue milestone mappingEnsuring revenue is recognized & achieved
Operational reporting & account planning
Enhancement/change request identification & action
Working with bdm and prospecting team for a/c size increment
Requirement:
Account manager from banking background (must have)
Client relationship
Banking and financial knowledge is must
Having experience working on pre-sales and sales
Location: kolkata (sdf building saltlake electronic complex, kolkata, west bengal 700091) years of experience: 5+ (must have)
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