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Senior Customer Relations Manager

Job Description - Senior Customer Relations Manager




About the Role

Are you a dynamic leader with a passion for building strong client relationships and driving customer success? At Finkraft, we are transforming how businesses manage GST compliance and financial automation. We are looking for a Client Onboarding & Training Lead who can ensure seamless onboarding, foster long-term client retention, and drive revenue growth through contract renewals and upsell opportunities. If you thrive in a customer-centric environment and enjoy translating data into compelling narratives, we want to hear from you!

Key ResponsibilitiesClient Onboarding & Training

  • Seamlessly onboard new clients, ensuring they understand Finkraft’s processes, reports, and portal usage.

  • Define clear service deliverables and communication protocols for long-term client success.

  • Drive initial client success by ensuring early adoption of reports and services.

  • Collect onboarding feedback and optimize processes for future clients.

Retention, Referrals & Billing Escalation

  • Build lasting relationships with clients to drive retention and encourage referrals.

  • Proactively engage with clients to address potential churn risks and resolve service concerns.

  • Manage overdue bills by coordinating with finance and ensuring smooth communication with clients.

Building & Scaling the Customer Relations Team

  • Recruit, build, and mentor a dynamic customer relations team that aligns with Finkraft’s vision.

  • Implement structured training programs to upskill team members in handling client communication and escalations effectively.

  • Establish scalable processes to ensure consistency in client interactions.

Contract Renewals & Upsell Opportunities

  • Own the client contract renewal process, ensuring timely discussions and seamless execution.

  • Identify upsell opportunities by analyzing client usage patterns and recommending relevant services.

  • Maintain a consultative approach to educate clients on additional value-driven solutions.

Client Meetings & Storytelling with Data

  • Lead effective quarterly business reviews (QBRs) and in-person client check-ins.

  • Use data-backed storytelling to illustrate client wins, service impacts, and financial growth.

  • Prepare and deliver engaging presentations to key stakeholders to reinforce Finkraft’s value.






Requirements



What We’re Looking For



  • Client-Centric Leader: Passionate about building long-term client relationships and delivering an exceptional experience.

  • Strategic Thinker: Capable of identifying opportunities to enhance client success and drive business growth.

  • Proactive Problem-Solver: Can anticipate client needs, mitigate risks, and handle escalations with ease.

  • Strong Communicator: Able to translate complex data into compelling narratives for clients.

  • Team Builder: Experienced in hiring, mentoring, and scaling a high-performing customer relations team.

  • Adaptable & Tech-Savvy: Comfortable navigating a fast-paced fintech environment with evolving client needs.







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