Location: Pune

Work Mode: On-site

Experience: 1.5 - 3

Build Strong Customer Relationships. Drive Growth. Create Impact.

About Us:

At ZenTrades, we're reimagining how trade businesses operate.

Our mission is to transform an industry that has long been underserved by technology through an AI-first platform that simplifies operations, improves efficiency, and helps businesses grow. We're building a modern B2B SaaS CRM platform designed to help trade businesses work smarter and scale faster.

We're looking for an Account Manager who wants to build meaningful customer relationships, take ownership of customer success, and directly contribute to the company's growth.

This isn't just a role where you'll manage accounts and follow up with customers. It's an prospect to understand customer businesses, protect recurring revenue, identify growth opportunities, and ensure customers continue to realize value from ZenTrades.

If you enjoy building relationships, solving business problems, taking ownership, and making a measurable impact on customers and revenue, we'd love to talk.

What You'll Be Responsible For

As an Account Manager, you'll be the primary relationship owner for your assigned customer accounts. You'll work across customer retention, renewals, expansion, and account health to strengthen relationships and drive sustainable business growth.

You'll:

- Own Customer Relationships: Build and maintain strong, long-term relationships with existing customers, understanding their business goals, needs, and challenges.

- Drive Customer Retention: Proactively identify customer concerns, address risks, and develop action plans to reduce avoidable churn.

- Manage Renewals: Own the renewal process, track upcoming contract expirations, initiate discussions early, and ensure timely renewal decisions.

- Identify Growth Opportunities: Discover opportunities to expand existing accounts through additional users, locations, products, modules, and plan upgrades.

- Monitor Customer Health: Assess customer engagement, product adoption, satisfaction, and renewal risks using the Green, Yellow, and Red account health framework.

- Build Strong Stakeholder Relationships: Develop relationships with customer champions, decision-makers, and key stakeholders to strengthen account engagement.

- Maintain HubSpot Discipline: Keep customer records, account health, renewal dates, expansion opportunities, commitments, and next actions accurate and up to date.

- Drive Proactive Account Management: Maintain account plans, schedule meaningful customer interactions, and ensure every important follow-up has a clear owner and deadline.

- Collaborate Cross-Functionally: Work with Product, Customer Success, Support, Sales, and other internal teams to resolve customer issues and deliver value.

- Track Performance and Outcomes:



Monitor account performance, renewal forecasts, revenue retention, expansion opportunities, and customer health.

- Participate in Weekly Reviews: Review customer risks, upcoming renewals, expansion opportunities, overdue actions, and portfolio performance with management.

What We're Looking For

We're looking for someone who combines strong relationship-building skills with commercial awareness, proactive problem-solving, and a sense of ownership.

You should have:

- Experience in Account Management, Customer Success, Client Relationship Management, or a related customer-facing role.

- Strong verbal and written communication skills.

- The ability to build trust and maintain relationships with multiple stakeholders.

- An understanding of customer retention, contract renewals, and account growth.

- Strong problem-solving skills and the ability to handle customer concerns professionally.

- A proactive approach to identifying customer risks and resolving issues before they escalate.

- Strong organizational skills and attention to follow-ups, deadlines, and account details.

- The ability to understand customer needs and identify opportunities for additional business.

- Familiarity with CRM tools, preferably HubSpot.

- Strong analytical skills and the ability to use account data to prioritize actions.

- Excellent collaboration skills and the ability to work effectively in a fast-moving environment.

Bonus Points If You Have

Experience working in a B2B SaaS company.

Experience managing recurring-revenue customer accounts.

A track record of improving renewal rates and reducing customer churn.

Experience identifying and closing expansion opportunities within existing accounts.

Experience managing customer portfolios and conducting structured account reviews.

Experience using HubSpot or similar CRM platforms for account tracking, forecasting, and reporting.

Experience working in an early-stage startup or a rapidly growing organization.

Experience partnering with Product, Support, Sales, and senior leadership teams.

Who Will Thrive Here

You'll enjoy this role if you:

Love building relationships and helping customers succeed.

Take ownership of customer outcomes rather than simply completing assigned tasks.

Can identify risks early and take action without waiting to be prompted.

Enjoy understanding customer businesses and finding ways to create more value.





Are comfortable managing multiple accounts and prioritizing competing needs.

Balance customer satisfaction with commercial objectives.

Believe in proactive communication, consistent follow-ups, and accurate documentation.

Enjoy working in a fast-moving environment where processes are continuously improving.

Care about measurable outcomes, including customer retention and revenue growth.

Prefer ownership, accountability, and meaningful impact over unnecessary hierarchy.

What Success Looks Like In Your First 30 Days

Understand the ZenTrades product, customer base, and account management processes.

Become familiar with HubSpot and the required account information.

Build relationships with internal teams and key customer stakeholders.

Review assigned accounts, upcoming renewals, and existing customer risks.

Identify immediate follow-up priorities and improvement opportunities.

Within 60 Days

Independently manage assigned customer relationships and account follow-ups.

Maintain accurate account health statuses and renewal information in HubSpot.

Develop action plans for customers with retention or engagement risks.

Identify and document qualified expansion opportunities.

Establish a consistent rhythm for customer engagement and account reviews.

Within 90 Days

Demonstrate ownership of the assigned customer portfolio.

Proactively manage renewals and contribute to customer retention.

Progress qualified expansion opportunities.

Maintain clear visibility into account health, revenue risks, and next actions.

Consistently contribute to weekly portfolio reviews and account management reporting.

Demonstrate measurable progress against agreed Account Management KPIs.

How Success Is Measured

Account Manager performance will be evaluated using the following KPI framework:

Gross Revenue Retention (GRR) — 25%

Renewal Rate — 15%

Expansion Revenue — 20%

Customer Health — 15%

Account Engagement — 10%

CRM / AM Discipline — 15%

Specific targets will be defined by management.

Why Join ZenTrades?

Because this isn't just another account management role.

You'll have the opportunity to:

- Build meaningful relationships with customers and understand their businesses.

- Directly influence customer retention and recurring revenue.

- Identify growth opportunities and contribute to business expansion.

- Work closely with cross-functional teams and company leadership.

- Help shape account management processes as the company scales.

- Take ownership of customer outcomes and see the direct impact of your work.

- Grow professionally in a fast-moving B2B SaaS environment.

If you're looking for ownership, customer impact, and the chance to contribute to a growing technology business, we'd love to meet you.

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📌 Customer Success - Account Manager (Pune)
🏢 ZenTrades.ai
📍 Pune