Key Responsibilities:-
Customer Relationship Management
• Act as the primary point of contact for assigned key accounts.
• Build and maintain long-term relationships with customers.
• Conduct regular customer meetings to understand business requirements and address
concerns.
• Ensure high levels of customer satisfaction and retention.
Invoicing & Payment Collection
• Ensure timely generation and sharing of invoices.
• Follow up with customers for timely payment collections.
• Coordinate with internal finance teams to resolve billing-related issues.
• Maintain healthy account receivables.
Cross-selling & Upselling
• Identify opportunities to introduce additional products and services.
• Work closely with customers to understand their evolving business needs.
• Drive revenue growth through cross-selling and upselling initiatives.
• Achieve assigned sales and revenue targets.
Customer Success & Problem Resolution
• Take ownership of customer issues until closure.
• Coordinate with internal teams to ensure timely resolution of customer concerns.
• Escalate critical issues whenever required.
• Deliver an exceptional customer experience.
Communication & Presentation
• Deliver product demonstrations and business presentations to customers.
• Prepare business reports, account reviews, and customer presentations.
• Maintain clear and professional communication with customers and internal stakeholders.
Performance & Reporting
• Achieve daily, weekly, and monthly KPIs.
• Maintain CRM updates and account activity records.
• Prepare MIS reports on customer engagement, collections, renewals, and revenue
opportunities.
Required Skills:-
• Excellent verbal and written communication skills.
• Strong presentation and stakeholder management abilities.
• Customer-centric approach with strong relationship-building skills.
• Good negotiation and problem-solving capabilities.
• Proficiency in Microsoft Excel, PowerPoint, and CRM tools.
• Ability to work independently and manage multiple customer accounts.
Preferred Qualifications:-
• Bachelor's degree in Business, Marketing, Commerce, or a related field.
• 3–6 years of experience in Customer Success, Key Account Management, Relationship
Management, or B2B Sales.
• Experience in SaaS, FinTech, Banking, IT Services, or Enterprise Solutions will be an added
advantage.
Key Performance Indicators (KPIs):-
• Timely invoice generation.
• Collection of outstanding payments within agreed timelines.
• Customer satisfaction and retention.
• Cross-sell and upsell revenue achievement.
• Resolution of customer issues within defined SLAs.
• Customer meeting and engagement targets.
• CRM hygiene and reporting accuracy.
• Achievement of daily, weekly, and monthly business goals.
Benefits:-
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