Roles & Responsibilities
Financial Domain knowledge especially NBFC, Borrowing, Treasury, Asset
management companies/mutual funds, and banks.
3-4 Years of Experience in Treasury/Operations/BFSI / Fin-tech/ Financial Services /
Product Startup played a role in the Customer Success team either as a lead or key member
of a CS team.
Preferably in the Fintech areas but can come from any other Product startup with a
customer success implementation experience.
Ability to map requirements, identify gaps in the current process, help the
implementation team in building those requirements and deliver to the customer.
Lead a small team of Business Analysts and Solution Specialists to deliver the
product adopted to the customers needs.
Excellent Program Management skills in terms of planning, managing dependencies
and risks, managing client expectations, and review and governance.
Highly motivated and self-driven to work with the team to ensure customers
requirements are captured, built, and delivered.
Frequently interacting with the customer as well as internal teams to ensure we stay
on top of the commitment we have given to our customers.
Be the single point of contact for all the customer requirements both for the
customers as well as for the organization.
Understand the products and value proposition offered by the organization product
and its technical capabilities to assess the feasibility of a process and the requirements of the
customer.
Understand the business landscape where the product operates and provide
constructive feedback to the development/product team to improve the company offerings.
SH Square Consultants
MUMBAI || LONDON || PUNE || DELHI || CHENNAI
Have a strong growth mindset to seek for ways to enhance the value to the customer.
This may involve working closely with the sales to look and build additional growth
opportunities for the account.
Collaborating with the Sales and Marketing teams to help them build and enhance
better value delivery to the customer as well as other opportunities.
Above all, a keen sense of learnability, curiosity and passionate believer in customer
success thinking and great product mindset
Key Skills
Preferable to have 1-2 years of experience managing teams and/or in a project
delivery environment
Prior Experience of working in an enterprise setting helping customers derive value
from the products
Financial Domain knowledge especially NBFC, Borrowing, Treasury, Asset
management companies/mutual funds, and banks.
Excellent logical, analytical, and mathematical skills.
Excellent verbal and written communication skills.
B.E/B.Sc./BCA (preference to IT) degree.
Excellent knowledge/grasp of Microsoft Excel and SQL will be needed.
Exceptional ability to communicate and foster positive business relationships
Accountability and personal organization are essential
Experience in managing a diverse group and training each according to company
standards
Extremely passionate about customer success and value delivery
Expertia AI Technologies
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