Customer Success Manager

IDfy
IDfy

Administration · Full-time

Mumbai, Maharashtra, India

Posted on Aug 14, 2026
We are the Perfect match if you have

  • 8+ years of experience in Customer Success/Account Management roles
  • Have experience in SaaS products, fintech or B2B technology platforms.
  • Effective business communication skills - both verbal and written.
  • Have a commercial acumen with proven upsell / cross-sell exposure.
  • Have a strong analytical mindset with comfort in data-driven conversations.
  • Are experienced running executive-level business reviews and outcome discussions.
  • Self-starter with the motivation to take on new challenges, entrepreneurial mindset.
  • Ability to take ownership of process and outcomes.
  • Have ability to structure and drive projects by setting milestones, tracking progress, coordinating stakeholders, and ensuring clients achieve their defined goals.
  • Are able to move things forward through credibility, clarity, and collaboration

Here’s What Your Day Would 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
  • Build trustworthy relationships with various client stakeholders
  • Proactively anticipate risks and resolve issues before they become escalations
  • Build & execute plans to solve the client’s business objectives for which they onboarded IDfy
  • Educate clients on industry best practices
  • Be the client’s voice at ourtable, fearlessly advocate for your client internally within IDfy