About the Role

Are you a dynamic leader with a passion for building strong client relationships and driving customer success? At Finkraft, we are transforming how businesses manage GST compliance and financial automation. We are looking for a Client Onboarding & Training Lead who can ensure seamless onboarding, foster long-term client retention, and drive revenue growth through contract renewals and upsell opportunities. If you thrive in a customer-centric environment and enjoy translating data into compelling narratives, we want to hear from you

Key ResponsibilitiesClient Onboarding & Training
- Seamlessly onboard recent clients, ensuring they understand Finkraft’s processes, reports, and portal usage.
- Define clear service deliverables and communication protocols for long-term client success.
- Drive initial client success by ensuring early adoption of reports and services.
- Collect onboarding feedback and optimize processes for future clients.

Retention, Referrals & Billing Escalation
- Build lasting relationships with clients to drive retention and encourage referrals.




- Proactively engage with clients to address potential churn risks and resolve service concerns.
- Manage overdue bills by coordinating with finance and ensuring smooth communication with clients.

Building & Scaling the Customer Relations Team
- Recruit, build, and mentor a dynamic customer relations team that aligns with Finkraft’s vision.
- Implement structured training programs to upskill team members in handling client communication and escalations effectively.
- Establish scalable processes to ensure consistency in client interactions.

Contract Renewals & Upsell Opportunities
- Own the client contract renewal process, ensuring timely discussions and seamless execution.
- Identify upsell opportunities by analyzing client usage patterns and recommending relevant services.
- Maintain a consultative approach to educate clients on additional value-driven solutions.

Client Meetings & Storytell

📌 Senior Customer Relations Manager (Bengaluru)
🏢 Finkraft
📍 Bengaluru