customer success manager moneyview
Skills
About the role
Moneyview is hiring a customer success manager based in Bengaluru to drive adoption of its on-demand earnings platform. You will manage corporate client implementations and oversee employee onboarding for the B2B fintech product.
What you’ll do
- Manage client implementation and ensure timely launch with corporate employers
- Create and distribute communication plans via email, social media, and other channels
- Drive process improvements for effective client and employee onboarding
- Build strong client relationships and share data insights to strengthen partnership conviction
- Deliver product demos at events, exhibitions, and webinars
- Track client performance metrics and report on goal achievement, satisfaction, and retention
- Escalate issues and risks to management and product teams
- Resolve client and employee concerns proactively and feed feedback into product development
- Maintain CRM systems and run monthly client reports
What they’re looking for
- 6+ years in account or client management in a B2B business, financial institution, fintech, or SaaS company
- Strong initiative and problem-solving mindset with ownership orientation
- Approachable team player with exceptional organizational and prioritization skills
- Comfortable working with data and proficient in Excel
- Thrives in fast-paced startup environments
Questions about this role
Is this role remote?
The listing specifies work arrangement as "No" which indicates onsite work at the Bengaluru office.
How many years of experience do I need?
The role lists 4-6 years in the header, but the detailed requirements ask for 6+ years.
What industry experience is preferred?
Fintech, SaaS, B2B, or financial institutions are all mentioned as relevant backgrounds.
Is there a degree requirement?
A degree in Business, Commerce, or Management is listed as desirable but not mandatory.
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