Client Relationship Lead (Fintech) (Delhi)

Client Relationship Lead (Fintech) (Delhi)

31 Jul
|
MetaMorph
|
Delhi

31 Jul

MetaMorph

Delhi

About MetaMorph: We at MetaMorph, empower startups to scale and innovate by placing people at the center of their strategy. With a proven track record of supporting over 220 startups, we specialize in aligning talent with organizational needs, enhancing employee skills, and transforming employer brands. Our data-driven insights fuel decision-making and provide comprehensive support for both acquisition and being acquired, ensuring you are covered from every angle—360°.

About Our

Client :A leading financial data intelligence and analytics company serving India’s banks, NBFCs, fintechs, investment advisors, and wealth management platforms .

What You’ll Be Doin - g:Own the onboarding and implementation process for assigned customer account

- s.Act as the primary point of contact for customers during the post-sales lifecycl
- e.Build strong relationships with business and technical stakeholder
- s.Coordinate with Product, Engineering, and Support teams to resolve customer queries and implementation issue
- s.Conduct product demonstrations, training sessions, and feature walkthrough
- s.Drive product adoption by educating customers on platform capabilities and best practice
- s.Monitor customer health, platform usage,



and engagement metric
- s.Proactively identify risks and escalate concerns to internal teams when require
- d.Support renewal conversations by ensuring customers realize value from the platfor
- m.Identify opportunities for account growth through upselling and cross-sellin
- g.Gather customer feedback and share insights with Product and Engineering team
- s.Maintain accurate records of customer interactions, action items, and implementation progress using CRM tool s.

What We're Looking - For2–4 years of experience in Customer Success, Client Success, Account Management, Technical Account Management, Implementation, Solutions Consulting, or Post-Sales Suppo

- rt.Experience working with B2B SaaS, FinTech, or technology produc
- ts.Strong communication and stakeholder management skil
- ls.Ability to understand customer business requirements and translate them into actionable solutio
- ns.Experience coordinating with cross-functional teams to deliver customer outcom
- es.Excellent problem-solving and project coordination skil
- ls.Customer-first mindset with solid ownership and accountabili ty.

📌 Client Relationship Lead (Fintech) (Delhi)
🏢 MetaMorph
📍 Delhi

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