SoftServe · 8 hours ago

Client Success Manager (BFSI)

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

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Health CareMedia and Entertainment

Growth Opportunities

Hiring Manager

Zach Antommarchi

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Responsibilities

Build and nurture relationships with key customers representatives within the BFSI sector.

Schedule regular meetings with customers to ensure satisfaction and address any concerns.

Act as the primary point of contact for complaints and escalate issues as necessary.

Collect and document client feedback to support next steps and continuous improvement.

Assist client partners/sales teams in up-selling or cross-selling services and products.

Ensure both the company and clients adhere to contract terms and conditions.

Collaborate with Delivery Leadership to set and achieve sales and revenue targets.

Work closely with internal teams (e.g., sales, engineers, senior management) to address and fulfill customers’ needs.

Elevate complaints and feedback to relevant departments for resolution.

Maintain organization and document client service requirements for multiple clients simultaneously.

Guide proposal activities by reviewing Statements of Work (SoW) and proposals for completeness and risk, ensuring essential solution attributes are included where applicable (e.g., product implementation, deployment, maintenance, support, transition, knowledge transfer).

Qualification

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Banking/Financial ServicesSaaS/IT ServicesKPI TrackingCRM PlatformsMS OfficeMulticultural Team ExperienceRelationship Building