Customer Success Manager (B2B SaaS)
Indexed description
What You’ll Do
Account Strategy
- Develop and execute strategic account plans with clear growth, revenue, retention and success goals.
- Lead QBRs with senior stakeholders to review performance and identify growth opportunities.
- Partner cross-functionally to align delivery with client priorities.
- Track and forecast key account metrics including revenue, retention and satisfaction.
Relationship Management
- Build trusted relationships with senior stakeholders across key accounts.
- Understand evolving business needs and proactively identify opportunities and risks.
- Strengthen client relationships through insight-led recommendations and consistent execution.
Revenue & Account Expansion
- Drive upsell, cross-sell, renewals and account expansion.
- Own contract renewals, pricing discussions and commercial negotiations.
- Partner with leadership on commercial strategy and account growth plans.
Customer Success
- Drive customers from activation and adoption to growth and advocacy.
- Monitor account health, identify risks and implement mitigation plans.
- Champion customer needs internally and ensure a high-quality customer experience.
Market Intelligence
- Track industry trends, competitor activity and customer insights.
- Use market intelligence and account data to refine strategies and uncover growth opportunities.
Ideal Candidate
Mandatory
- 2+ years of hands-on experience in Key Account Management / Customer Success, including managing complex, high-value accounts with measurable growth and retention targets.
- Strong commercial acumen, negotiation and strategic problem-solving with a data-driven approach to account management.
- Proven track record in renewals, retention, upsell, cross-sell and account expansion.
- Experience owning contract renewals, pricing discussions and commercial negotiations.
- Experience working in startups / lean teams, with the ability to manage high pace and high account volumes.
- Proficiency with CRM, project management and data analysis tools.
- Must come from a product-led technology company in the D2C commerce-enablement ecosystem, such as checkout/payments, fintech, engagement/retention SaaS, WhatsApp commerce, loyalty, logistics or commerce operations.
- Direct hands-on experience managing D2C retention and account expansion.
- Must have Indian market experience, with at least the most recent 2 years in India. Purely global/international market experience will not be considered.
- CTC includes 20% variable.
Preferred
- Engineering / technical background or strong technical fluency.
- Hands-on experience with QBRs, account strategy, revenue forecasting, retention metrics and satisfaction tracking.
- Strong experience driving upsell/cross-sell-led account expansion.
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