Client Relationship Lead Fintech Delhi

Client Relationship Lead Fintech Delhi

01 Aug
|
MetaMorph
|
Delhi

01 Aug

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 solid 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.Robust 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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