Live opening · Posted 9 days ago
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What You'll Own
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
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 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 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 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
Work arrangement
No
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