What You'll Own

- Build and own deep, trusted relationships with key BFSI accounts — banks, NBFCs, housing finance companies, insurers, and digital lenders
- Drive adoption of LeadSquared across the loan/policy lifecycle — lead capture, underwriting handoffs, disbursement tracking, renewals, and collections workflows — ensuring customers realise measurable value
- Be the primary point of contact for BFSI clients, engaging credit, risk, operations, and compliance stakeholders as well as business leadership
- Conduct regular business reviews and success planning sessions with senior stakeholders, framed around BFSI outcomes (TAT reduction, disbursement funnel efficiency, policy conversion, cost-per-acquisition)
- Act as the voice of the BFSI customer internally — collaborate with product, sales, and delivery teams on domain-specific needs (bureau integrations, eKYC/eSign workflows, regulatory reporting requirements)
- Proactively identify risks — including those tied to regulatory changes (RBI/IRDAI guidelines, KYC/AML norms) — and implement strategies to maintain high retention
- Track and improve CSAT, NPS, adoption, and engagement metrics across your BFSI portfolio
- Stay current on BFSI industry and regulatory developments (digital lending guidelines, data localisation, consent-based data sharing) that could impact customer usage or compliance posture

Must Have

- Experience in a client-facing role — customer success, account management, or similar — ideally with BFSI (banking, NBFC, insurance, or fintech lending) clients
- Working understanding of the lending or insurance lifecycle — loan origination,



underwriting, disbursement, and collections, or policy issuance and renewals
- Strong stakeholder management skills — comfortable engaging CXOs, credit/risk heads, and compliance decision-makers
- Solid understanding of CS metrics: CSAT, NPS, adoption, retention, and health scoring
- Excellent communication and problem-solving skills — clear, confident, and consultative, especially when navigating compliance-sensitive conversations
- Ability to manage multiple BFSI accounts simultaneously without dropping the ball
- Experience working in a fast-paced, cross-functional workplace

Good to Have

- Prior experience with core banking systems, Loan Origination Systems (LOS), or Loan Management Systems (LMS) — e.g., FinnOne, Newgen, Lentra, or similar
- Familiarity with BFSI-specific integrations — credit bureau checks (CIBIL/Experian/CRIF), eKYC/Aadhaar-based verification, DigiLocker, or eSign
- Awareness of RBI/IRDAI regulatory guidelines relevant to digital lending or insurance distribution
- Familiarity with CRM or customer success platforms — Salesforce, Gainsight, Zoho
- Prior experience in SaaS or technology-driven organisations serving BFSI clients

Why LeadSquared

- One of the fastest-growing SaaS CRM companies — 2,000+ customers, global footprint, with a leading position in BFSI digital lending and insurance CRM
- Real ownership — your work directly impacts loan/policy funnel outcomes and company revenue
- A culture built on empathy, recognition, and genuine investment in people
- 750+ teammates across India, US, Middle East and ANZ

📌 Assistant Manager - Customer Success (Mumbai)
🏢 LeadSquared
📍 Mumbai