Assistant Manager - Customer Success

LeadSquared · Mumbai

Source and collection record

Last observed by our collector: 8 October 2026 at 11:40 pm IST. This is not a manual review or a confirmation from the employer.

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Collected role description

<table class="MsoNormalTable" border="1" cellspacing="0" cellpadding="0" width="100%" style="width:100%;border-width:medium;border-style:none;"> <tbody><tr> <td valign="top" style="border:solid 1pt;background:#1F4E78;padding:5pt 7.5pt 5pt 7.5pt;"> What You'll Own </td> </tr> </tbody></table> ● Build and own deep, trusted relationships with key BFSI accounts — banks, NBFCs, housing finance companies, insurers, and digital lenders● Drive adoption of LeadSquared across the loan/policy lifecycle — lead capture, underwriting handoffs, disbursement tracking, renewals, and collections workflows — ensuring customers realise measurable value● Be the primary point of contact for BFSI clients, engaging credit, risk, operations, and compliance stakeholders as well as business leadership● Conduct regular business reviews and success planning sessions 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 to regulatory changes (RBI/IRDAI guidelines, KYC/AML norms) — and implement strategies to maintain high retention● Track and improve CSAT, NPS, adoption, and engagement metrics across your BFSI portfolio● Stay current on BFSI industry and regulatory developments (digital lending guidelines, data localisation, consent-based data sharing) that could impact customer usage or compliance posture <table class="MsoNormalTable" border="1" cellspacing="0" cellpadding="0" width="100%" style="width:100%;border-width:medium;border-style:none;"> <tbody><tr> <td valign="top" style="border:solid 1pt;background:#1F4E78;padding:5pt 7.5pt 5pt 7.5pt;"> Must Have </td> </tr> </tbody></table> ● 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 insurance lifecycle — loan origination, underwriting, disbursement, and collections, or policy issuance and renewals● Strong stakeholder management skills — comfortable engaging 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 navigating compliance-sensitive conversations● Ability to manage multiple BFSI accounts simultaneously without dropping the ball● Experience working in a fast-paced, cross-functional environmentGood to Have● Prior experience with core banking systems, Loan Origination Systems (LOS), or Loan Management Systems (LMS) — e.g., FinnOne, Newgen, Lentra, or similar● Familiarity with BFSI-specific integrations — credit bureau checks (CIBIL/Experian/CRIF), eKYC/Aadhaar-based verification, DigiLocker, or eSign● Awareness of RBI/IRDAI regulatory guidelines relevant to digital lending or insurance distribution● Familiarity with CRM or customer success platforms — Salesforce, Gainsight, Zoho● Prior experience in SaaS or technology-driven organisations serving BFSI clients <table class="MsoNormalTable" border="1" cellspacing="0" cellpadding="0" width="100%" style="width:100%;border-width:medium;border-style:none;"> <tbody><tr> <td valign="top" style="border:solid 1pt;background:#1F4E78;padding:5pt 7.5pt 5pt 7.5pt;"> Why LeadSquared </td> </tr> </tbody></table> ● One of the fastest-growing SaaS CRM companies — 2,000+ customers, global footprint, with a leading position in BFSI digital lending and insurance CRM● Real ownership — your work directly impacts loan/policy funnel outcomes and company revenue● A culture built on empathy, recognition, and genuine investment in people● 750+ teammates across India, US, Middle East and ANZ

Collected experience requirement

5 - 10 Years