The Senior Customer Success Manager will own and lead customer success for Datazoic’s CRM and Analytics platform serving Investment Banking clients. This role combines deep CRM product knowledge across Research, Sales, Trading, and Corporate Access workflows with exceptional client relationship management, communication, and problem-solving skills. The CSM will serve as the primary liaison between senior client stakeholders and Datazoic’s internal teams.

The ideal candidate will have 5 -7 years of experience with Investment Banking CRM products, including data-feed integrations, and will work closely with Customer Success and cross-functional teams to drive adoption, plan and manage the client enhancement pipeline, support implementations and enhancements, resolve issues, represent the voice of the customer, and deliver long term client value.

Roles and Responsibilities

- Own a select portfolio of client accounts, serving as the primary Customer Success contact and trusted advisor to key business and technology stakeholders.
- Build strong relationships with senior users, providing explicit communication, managing expectations, and delivering a consistently high level of client service.
- Maintain deep knowledge of Datazoic’s CRM platform and serve as a strategic advisor, understanding each client’s business objectives, workflows, challenges, and evolving CRM needs

. • Lead and support client implementations from discovery and requirements gathering through configuration, testing, training, launch, and post-launch support. • Lead client meetings and business reviews, providing clear updates on platform adoption, priorities,



issues, enhancements, and opportunities. • Drive client adoption, engagement, satisfaction, retention, and expansion of the Datazoic platform.
- Establish implementation and delivery standards, review project documentation and deliverables, and guide junior team members to ensure consistent quality, accurate requirements, and successful client outcomes.

Job Requirements

Bachelor’s Degree (Preferably in Finance or Business Administration) Qualifications

Atleast 5 to 7 years of experience as an analyst or in a financial-technology implementation role, directly supporting Investment Banking clients, is required.

Candidates must have an excellent understanding of Research, Sales, Trading, and Corporate Access workflows. Required Skills

- Strong hands-on knowledge of Investment Banking CRM products and their application to Research, Sales, Trading, and Corporate Access workflows.
- Proven ability to manage senior stakeholders, lead multiple projects, and deliver accurately under critical deadlines.
- Strong knowledge of JIRA, Notion, SQL, Microsoft Office Suite, including Microsoft Excel and Microsoft SharePoint Services, along with Microsoft Access, Visio, and Project.
- Excellent client communication, project management, analytical, organizational, and problem-solving skills.
- Ability to interpret workflows and data outputs into system requirements.
- Experience with custom reports, consumption reporting to buyside firms, implementing end-to-end file and API feeds with other vendors.
- Ability to work effectively with distributed Product, Development, and Data teams.

📌 Customer Success Manager (5-7 years) (Chennai)
🏢 Datazoic
📍 Chennai