Job Information

- Job Opening ID JNK1161
- Department Name Customer Success (CSM)
- Date Opened 05/11/2026
- Job Type Full time
- Industry Financial Services
- City Chennai
- State/Province Tamil Nadu
- Country India
- Zip/Postal Code 600032

About Us

Founded in 2006, Befree is a global accounting and finance outsourcing partner powering more than 3000 accounting firms, financial advisers, mortgage brokers, and business owners across the UK, US, Australia, and the UAE. Over more than 20 years, Befree has grown to 1,500+ professionals, anchored by 9 delivery centres in India and supported by teams in the UK, US, and Australia.

Befree's services span bookkeeping, accounting, payroll, tax preparation, audit support, paraplanning, mortgage processing, and virtual administrative support, delivered by dedicated teams that work as an extension of each client's business. Backed by ISO 27001 information security certification, ACCA Approved Employer (Gold) status, and Xero Platinum Partner accreditation, Befree combines process rigour with automation technology to help clients free up time, reduce operating costs, and focus on growing their own business.

Job Description

Customer Success Manager

Executive assistants perform more than administrative tasks; they are often the executive’s “right-hand person” who enables them to advance company initiatives and goals. They filter and attend to the day-to-day functions that are part of the executive’s role so that the executive can focus on the high-level leadership and strategy functions. Your job description should include a brief overview of the company and the position’s key functions,



as well as detailed information about responsibilities, skills and qualifications and benefits.

Responsibilities

Client Relationship Ownership

- Serve as the main liaison for assigned top tier clients, ensuring a white-glove experience.

- Build trust and rapport with client leadership, becoming a strategic advisor to their business needs.

- Conduct regular check-ins, QBRs (Quarterly Business Reviews), and performance review meetings.

Strategic Account Growth

- Identify upsell and cross-sell opportunities based on client goals, operational needs, and industry trends.

- Collaborate with the sales and solutions team to craft tailored offerings and proposals.

- Monitor key account health metrics and proactively address risks to retention or satisfaction.

CSM Team Leadership & Oversight

- Manage and guide the internal CSM team assigned to various divisions and client segments.

- Monitor CSM performance, provide coaching, and implement best practices across the team.

- Ensure consistency in client relationship standards across all accounts.

- Create knowledge-sharing mechanisms, review client interaction reports, and help team members resolve complex issues.





- Act as the escalation point for critical situations that require leadership support or cross-functional coordination.

Internal Coordination

- Work closely with delivery, operations, and technology teams to ensure SLAs and KPIs are met.

- Champion the voice of the client internally—push for improvements where needed.

- Participate in on boarding and transition planning for current engagements.

Reporting and Communication

- Maintain clear records of client communication, feedback, and escalations.

- Share monthly and quarterly performance reports with clients.

- Track account plans, renewal timelines, and satisfaction scores (e.g., NPS).

- Provide support for special projects.

Qualifications and Experience

- 3-5 years of experience in client success, account management, or team leadership—preferably in outsourcing, financial services, or B2B SaaS. Proven success managing CXOs or senior stakeholders.

- Team management experience, preferably with cross-functional or multi-division CSM structures.

- Strong business acumen and communication skills (verbal and written).

- Ability to handle ambiguity and navigate complex account landscapes.

- Experience with U.S., U.K., or Australian clients.

- Exposure to the financial service industry

- CRM tools like Zoho, HubSpot or Salesforce.

Key Skills

- Relationship-first mindset

- Proactive and solutions-driven

- High emotional intelligence

- Strong follow-through and ownership

- Ability to lead and inspire others

- Excellent prioritization and escalation judgment

Job Location :Chennai

📌 Client Success Manager_Enterprise Business Unit (Chennai)
🏢 Befree Business Resourcing
📍 Chennai