What You'll Own

Build and own deep, trusted relationships with key BFSIaccounts banks, NBFCs, housing finance companies, insurers, and digitallenders

Drive adoption of LeadSquared across the loan/policylifecycle lead capture, underwriting handoffs, disbursement tracking,renewals, and collections workflows ensuring customers realise measurablevalue

Be the primary point of contact for BFSI clients,engaging credit, risk, operations, and compliance stakeholders as well asbusiness leadership

Conduct regular business reviews and success planningsessions 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 toregulatory changes (RBI/IRDAI guidelines, KYC/AML norms) and implementstrategies to maintain high retention

Track and improve CSAT, NPS, adoption, and engagementmetrics across your BFSI portfolio

Stay current on BFSI industry and regulatorydevelopments (digital lending guidelines, data localisation, consent-based datasharing) 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 insurancelifecycle loan origination, underwriting, disbursement, and collections, orpolicy issuance and renewals





Strong stakeholder management skills comfortableengaging 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 navigatingcompliance-sensitive conversations

Ability to manage multiple BFSI accounts simultaneouslywithout dropping the ball

Experience working in a quick-paced, cross-functionalenvironment

Good to Have

Prior experience with core banking systems, LoanOrigination Systems (LOS), or Loan Management Systems (LMS) e.g., FinnOne,Newgen, Lentra, or similar

Familiarity with BFSI-specific integrations creditbureau checks (CIBIL/Experian/CRIF), eKYC/Aadhaar-based verification,DigiLocker, or eSign

Awareness of RBI/IRDAI regulatory guidelines relevantto digital lending or insurance distribution

Familiarity with CRM or customer success platforms Salesforce, Gainsight, Zoho

Prior experience in SaaS or technology-drivenorganisations 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 lendingand insurance CRM

Real ownership your work directly impacts loan/policyfunnel outcomes and company revenue

A culture built on empathy, recognition, and genuineinvestment in people

750+ teammates across India, US, Middle East and ANZ

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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