Role Overview

We are looking for an Account Success Manager to manage and strengthen relationships with existing clients. The candidate will be responsible for staying regularly connected with clients, understanding their needs, coordinating support, following up on issues, and ensuring smooth ongoing engagement with BeFiSc.

The ideal candidate should be relationship-oriented, organized, proactive, and comfortable working with internal teams to resolve client requirements. This role is focused on client satisfaction, account health, retention, and maintaining the business relationship after onboarding.

Key Responsibilities

Maintain regular communication with assigned clients and build strong, long-term working relationships.

Understand client requirements, product usage, concerns, and support needs through consistent follow-ups.

Coordinate with Product, Technology, Operations, Support, and Business teams to resolve client issues and requests.

Track client queries, escalations, pending actions, and commitments to ensure timely closure.

Monitor account health, client satisfaction, usage patterns, and potential risks to the relationship.

Support client onboarding, product adoption, training coordination, and usage improvement where required.

Prepare client updates, meeting notes, action trackers, status reports, and account summaries.

Identify opportunities to improve client experience, internal response quality, and account management processes.

Help maintain existing business by ensuring clients receive timely assistance, clear communication, and reliable support.

Required Skills

Strong client relationship management and customer success skills.

Good communication, follow-up, and stakeholder coordination abilities.

Ability to understand client requirements, concerns,



and business priorities.

Good problem-solving ability with a structured approach to issue tracking and resolution.

Ability to coordinate effectively with Product, Technology, Operations, Support, and Business teams.

Comfort with documentation, meeting notes, account trackers, status reports, and follow-up records.

Comfort with tools such as Excel, Google Sheets, CRM tools, ticketing systems, or similar productivity tools.

Ownership, accountability, patience, attention to detail, and service orientation.

Required Qualifications and Experience

Bachelor's degree in Business, Commerce, Management, Finance, Technology, Communication, or a related field.

2-5 years of relevant experience in Account Management, Customer Success, Client Servicing, Customer Support, Business Operations, or a similar client-facing role.

Relevant experience in managing client communication, issue follow-ups, relationship management, or service delivery.

Solid ability to manage multiple client accounts, timelines, and priorities effectively.

Good analytical and problem-solving abilities.

Strong verbal and written communication skills.

Ability to work independently as well as collaboratively.

Preferred or Good to Have

Experience in FinTech, BFSI, Insurance, Digital Lending, SaaS, Technology, or Financial Services.

Experience managing enterprise clients, financial institutions, fintech partners, or business customers.

Basic understanding of APIs, dashboards, data products, or technology-led service delivery.

Experience working with CRM tools, ticketing tools, account trackers, MIS reports, or client success dashboards.

Experience working in a startup or growing technology organization.

Experience coordinating with cross-functional teams and external stakeholders.

📌 Account Success Manager (Noida)
🏢 BeFiSc
📍 Noida