Assistant Manager - Customer Success

What You'll Own
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Build and own deep, trusted relationships with key BFSI
accounts — banks, NBFCs, housing finance companies, insurers, and digital
lenders
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Drive adoption of LeadSquared across the loan/policy
lifecycle — lead capture, underwriting handoffs, disbursement tracking,
renewals, and collections workflows — ensuring customers realise measurable
value
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Be the primary point of contact for BFSI clients,
engaging credit, risk, operations, and compliance stakeholders as well as
business leadership
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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)
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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
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Track and improve CSAT, NPS, adoption, and engagement
metrics across your BFSI portfolio
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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
Must Have
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Experience in a client-facing role — customer success,
account management, or similar — ideally with BFSI (banking, NBFC, insurance,
or fintech lending) clients
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Working understanding of the lending or insurance
lifecycle — loan origination, underwriting, disbursement, and collections, or
policy issuance and renewals
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Strong stakeholder management skills — comfortable
engaging CXOs, credit/risk heads, and compliance decision-makers
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Solid understanding of CS metrics: CSAT, NPS, adoption,
retention, and health scoring
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Excellent communication and problem-solving skills —
clear, confident, and consultative, especially when navigating
compliance-sensitive conversations
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Ability to manage multiple BFSI accounts simultaneously
without dropping the ball
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Experience working in a fast-paced, cross-functional
environment
Good 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
Why LeadSquared
●
One of the fastest-growing SaaS CRM companies — 2,000+
customers, global footprint, with a leading position in BFSI digital lending

Experience
5 - 10 Years

Employment type
Full Time

Work arrangement
No