Job Description Position: Customer Success Manager – UK Tax & Accounting Location:
Gandhinagar / Ahmedabad Employment Type:
Full-Time Work Timings:
10:30 AM – 7:30 PM IST Experience:
3–7 Years Industry:
KPO / Outsourcing / Taxation / Accounting About the Role We are looking for an experienced
Customer Success Manager
with strong knowledge of
UK Taxation and Accounting
to manage and strengthen relationships with accounting firms, tax practices, and enterprise clients across the UK. The role will focus on
client onboarding, relationship management, service adoption, client retention, issue resolution, and identifying opportunities for account growth . The ideal candidate should have strong communication skills, a client-centric approach, and a positive understanding of UK accounting and taxation practices. Key Responsibilities 1. Client Relationship Management Manage strategic relationships with UK-based accounting firms, tax practices, and enterprise tax teams. Conduct regular client check-ins and understand customer requirements, concerns, and feedback.
Build strong, long-term relationships with key stakeholders. Effectively escalate client issues and coordinate with internal teams to ensure timely resolution. 2. Client Onboarding & Portal Adoption Support new clients throughout the onboarding process. Conduct portal walkthroughs, product demonstrations, and training sessions. Ensure clients are comfortable using the platform for queries, job submissions, and tracking. Drive early engagement and platform adoption to minimize post-onboarding drop-offs. 3. Client Health & Retention Monitor client dashboards, pending activities, delayed queries, and engagement levels. Categorize accounts based on health status such as
Green / Amber / Red . Proactively identify and address client risks, concerns, and potential churn indicators. Work closely with internal teams to resolve communication, delivery, and expectation gaps. Support renewal strategies with a focus on cli
📌 Customer Success Specialist (Mumbai)
🏢 Befree
📍 Mumbai