Customer Success Manager 1

IDfy
IDfy

Sales & Business Development, Customer Service

Mumbai, Maharashtra, India

Posted on Jul 29, 2026
We Are the Perfect Match If You…

  • 2-3 years of experience in Customer Success/Account Management roles
  • Have clear, confident, and polished communication—written and verbal
  • Have a strong analytical mindset with comfort in data-driven conversations
  • Have ability to structure and drive projects by setting milestones, tracking progress, coordinating stakeholders, and ensuring clients achieve their defined goals.
  • Are experienced running executive-level business reviews and outcome discussions
  • Have a commercial acumen with proven upsell / cross-sell exposure
  • Have experience in SaaS, fintech, or B2B technology platforms
  • Are able to manage multiple accounts, priorities, and stakeholders simultaneously
  • Are calm, composed, and solution-oriented in complex stakeholder environments
  • Are able to move things forward through credibility, clarity, and collaboration

Here’s What Your Day Will Look Like…

  • Deeply understand client businesses, success metrics, and evolving priorities
  • Lead QBRs with data-backed insights, performance trends, and growth recommendations
  • Identify and execute upsell and cross-sell opportunities through consultative value positioning
  • Influence outcomes by collaborating effectively with Product, Tech, Sales, and Operations—without formal authority
  • Proactively anticipate risks and resolve issues before they become escalations
  • Represent the customer’s perspective internally while balancing business priorities