Are you a dynamic leader with a passion for building strong client relationships and driving customer success? At Finkraft, we are transforming how businesses manage GST compliance and financial automation. We are looking for a Client Onboarding & Training Lead who can ensure seamless onboarding, foster long-term client retention, and drive revenue growth through contract renewals and upsell opportunities. If you thrive in a customer-centric environment and enjoy translating data into compelling narratives, we want to hear from you!
Key ResponsibilitiesClient Onboarding & Training
- Seamlessly onboard new clients, ensuring they understand Finkraftâs processes, reports, and portal usage.
- Define clear service deliverables and communication protocols for long-term client success.
- Drive initial client success by ensuring early adoption of reports and services.
- Collect onboarding feedback and optimize processes for future clients.
Retention, Referrals & Billing Escalation
- Build lasting relationships with clients to drive retention and encourage referrals.
- Proactively engage with clients to address potential churn risks and resolve service concerns.
- Manage overdue bills by coordinating with finance and ensuring smooth communication with clients.
Building & Scaling the Customer Relations Team
- Recruit, build, and mentor a agile customer relations team that aligns with Finkraftâs vision.
- Implement structured training programs to upskill team members in handling client communication and escalations effectively.
- Establish scalable processes to ensure consistency in client interactions.
Contract Renewals & Upsell Opportunities
- Own the client contract renewal process, ensuring timely discussions and seamless execution.
- Identify upsell opportunities by analyzing client usage patterns and recommending relevant services.
- Maintain a consultative approach to educate clients on additional value-driven solutions.
Client Meetings & Storytelling with Data
- Lead effective quarterly business reviews (QBRs) and in-person client check-ins.
- Use data-backed storytelling to illustrate client wins, service impacts, and financial growth.
- Prepare and deliver engaging presentations to key stakeholders to reinforce Finkraftâs value.
Requirements
What Weâre Looking For
- Client-Centric Leader: Passionate about building long-term client relationships and delivering an exceptional experience.
- Strategic Thinker: Capable of identifying opportunities to enhance client success and drive business growth.
- Proactive Problem-Solver: Can anticipate client needs, mitigate risks, and handle escalations with ease.
- Strong Communicator: Able to translate complex data into compelling narratives for clients.
- Team Builder: Experienced in hiring, mentoring, and scaling a high-performing customer relations team.
- Adaptable & Tech-Savvy: Comfortable navigating a fast-paced fintech setting with evolving client needs.
📌 Senior Customer Relations Manager (Bengaluru)
🏢 Important Business
📍 Bengaluru
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.