Job Title:Customer Success Manager (0–3 Years)
Department: Customer Success
Location: Bangalore
Reports To: Head of Product Management
About the Role
We are looking for a motivated and customer-oriented Customer Success Manager to help our clients achieve maximum value from our product. This role is perfect for someone early in their career who enjoys solving problems, working with customers, and collaborating with cross-functional teams. You will play a key role in improving customer experience, driving adoption, and contributing insights that shape the product roadmap.
Key Responsibilities
Serve as a primary point of contact for customers pre and post-implementation, ensuring smooth onboarding and product adoption.
Understand customer goals and help them achieve measurable success using the product.
Analyze product usage data and customer feedback to identify patterns, issues, and opportunities for improvement.
Collaborate with Product, Tech, and Sales teams to communicate customer needs and support product enhancements.
Educate customers on new features, updates, and best practices through regular communication and demos.
Track key metrics like usage, adoption, renewals, and customer satisfaction to monitor success.
Help manage escalations and ensure timely resolution with internal support teams.
Maintain documentation of customer interactions, feature requests, and success stories.
Required Skills & Qualifications
Bachelor’s degree in Business, Engineering, Technology, or a related field.
0–3 years of experience in Customer Success, Business Analyst, or related client-facing roles (internships included).
Strong communication and presentation skills with a customer-first mindset.
Basic understanding of SaaS products, analytics, or technology platforms.
Problem-solving and analytical thinking with attention to detail.
Familiarity with CRM, Helpdesk, SQL and Excel.
Ability to work collaboratively across teams in a fast-paced, agile environment.
Strong logical aptitude and willingness to learn.
Preferred Skills
Exposure to customer lifecycle management or onboarding processes.
Interest in data-driven decision-making and customer engagement strategies.
Experience in fintech, SaaS, or startup environments is an advantage.
What you can expect apart from attractive compensation at KredX, apart from monetary benefits
●Bi annual appraisal cycle
●Medical coverage for your family and parents
●Need a break? We’ve got your back for 15 days in a year. We know that some of the best ideas come when you’re on vacation
●Feeling blue? No problem! You get 12 days in a year to deal with this & rejuvenate your mind and body
And a lot more…..We can discuss!
Company KredX URL- www.kredx.com Experience: 4-7 years Work Location : Mumbai Key Responsibilities - This role entails acquiring/sourcing/retaining/expanding and developing relationships with key decision makers (Business Owner, Director, CFOs, Head Procurement, Financial Controller, Heads of Finance, Treasury, etc. of firms engaged in global trade both imports and exports. - The role requires achievement of monthly, quarterly & annual targets in terms of acquisition of new clients, building up of the portfolio and achievement of revenue targets. It requires the candidate to manage his or her own, business Development/market scoping, arrange meetings, prepare pitches/decks, present it to businesses, manage follow ups to sell products, solutions and services. - Plan and conduct special sales initiatives and events for prospective and existing clients. - Maintain a complete relationship record for assigned customer accounts. - Track customer complaints/queries and turnaround times for customer satisfaction. Requirements:- - 4+ years of overall experience in sales role in a financial services organization - Experience in trade product selling, Banking / NBFC, Fintech, Large portfolio management will be an advantage. - The candidate must have their own network / relationships of clients. - Good understanding of technology based trade receivables business & Supply chain solutions and linked available products in the market and has experience in dealing with the same. - Go getter attitude & Self - motivated with a passion toto achieve targets & goals given by the organization. Company Overview We are India's leading Fintech company into Supply Chain Financing, which helps start ups, large enterprises, MSMEs, retailers, and distributors resolve their working capital and growth capital challenges. Founded in 2015, KredX started with a single mission of solving cash flow challenges for businesses through an invoice discounting platform. Today, KredX solves financial problems of all kinds of businesses while offering investors a unique opportunity to make low risk and high return investments. KredX over a period of time added many more products in the area of Working Capital, Growth Capital & Treasury Income products using deep tech solutions catering to Large Enterprise / corporates. We have offices in Bangalore, New Delhi & Mumbai
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Customer Success Manager Q&A's