Customer Success Manager

• Manage existing client relationships through a consultative approach as a business partner, responsible for retention, upsell & cross-sell
• Understand the intricacies of our services and partner networks thoroughly to leverage as needed to meet our clients’ needs and translate these opportunities through upsells
• Prepare and implement account development plans per key account to maximize engagement and opportunities with clients
• Have the passion and drive to exceed strategic and financial targets
• Collaborate with various teams (sales, marketing, partnerships, operations, product) and be the voice of the customer
• Share feedback and information on local trends including competitor insights, customer needs, sales, product and marketing information
• Growing the company’s capability in financial services industry and develop the vision and plan to execute a go-to-market strategy, collaborating with the analytics, business development managers, sales and delivery teams for developing offerings and cross-selling to existing clients and prospects
• Drive events, below the line activities and represent the company in industry forums to drive awareness
• Create & articulate compelling value propositions for company's services in coordination with the marketing team