07 Sep
|
Soch Street
|
Chennai
07 Sep
Soch Street
Chennai
Location: Chennai Office Type: 5 Days (WFO)
Experience: 4–8 Years
Our client is an AI-driven B2B SaaS company transforming mortgage lending in the U.S. through pre-underwriting automation. Its platform helps lenders and brokers automate income analysis, document processing, eligibility checks, and underwriting workflows, integrating directly into their existing systems.
The company is scaling its customer base and product portfolio, working with enterprise mortgage lenders to drive adoption and measurable improvements across their lending operations.
We’re looking for a Customer Success Manager with strong U.S. experience to own customer relationships from onboarding through adoption, expansion, and retention.
S. customers and build robust, long-term relationships with key stakeholders
Lead customer onboarding, implementation, adoption, and ongoing engagement
Partner with Product, Engineering, and Sales teams to resolve customer issues and improve the overall experience
Monitor customer health,
identify risks early, and drive retention
Conduct regular business reviews and communicate product performance, outcomes, and opportunities
Identify opportunities for upsell, cross-sell, and account expansion in partnership with the commercial team
4–8 years of experience in Customer Success, Account Management, Client Success, or similar roles
~ Mandatory experience working with U.S. customers , preferably in a B2B SaaS environment
~ Experience managing enterprise / mid-market accounts and multiple stakeholders
~ Strong understanding of customer onboarding, adoption, retention, and account growth
~ Strong problem-solving and stakeholder management skills
~ Experience in FinTech, Mortgage Tech, Lending, or AI SaaS is a strong plus
~ Comfortable working across Product, Engineering, Sales, and Operations teams
📌 CSM Manager (Chennai)
🏢 Soch Street
📍 Chennai