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Client Success Manager_Enterprise Business Unit
Befree Business Resourcing —Chennai, Tamil Nadu
- Full-time
- Salesforce
- Team management
- Leadership

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Client Success Manager_Enterprise Business Unit
Befree Business Resourcing —Chennai, Tamil Nadu
3-5 years of experience in client success, account management, or team leadership—preferably in outsourcing, financial services, or B2B SaaS.

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Client Success Manager_Enterprise Business Unit

Befree Business Resourcing
Chennai, Tamil Nadu

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Job details

Full-time

Qualifications

Salesforce
Team management
Account management
Leadership
Communication skills

Full job description

Job Information

Job Opening ID

JNK1161

Department Name

Customer Success (CSM)

Date Opened

05/11/2026

Job Type

Full time

Industry

Financial Services

City

Chennai

State/Province

Tamil Nadu

Country

India

Zip/Postal Code

600032

About Us

befree has been delivering better efficiencies, automation and higher profitability globally to accountants, enterprise finance teams, Financial planners and mortgage brokers for more than 17+ years.

We become a seamless extension of your existing team and take care of your time consuming administrative tasks so you can focus on higher value activities.

Job Description

Customer Success Manager

Executive assistants perform more than administrative tasks; they are often the executive’s “right-hand person” who enables them to advance company initiatives and goals. They filter and attend to the day-to-day functions that are part of the executive’s role so that the executive can focus on the high-level leadership and strategy functions. Your job description should include a brief overview of the company and the position’s key functions, as well as detailed information about responsibilities, skills and qualifications and benefits.

Responsibilities

Client Relationship Ownership

Serve as the main liaison for assigned top tier clients, ensuring a white-glove experience.
Build trust and rapport with client leadership, becoming a strategic advisor to their business needs.
Conduct regular check-ins, QBRs (Quarterly Business Reviews), and performance review meetings.

Strategic Account Growth

Identify upsell and cross-sell opportunities based on client goals, operational needs, and industry trends.
Collaborate with the sales and solutions team to craft tailored offerings and proposals.
Monitor key account health metrics and proactively address risks to retention or satisfaction.

CSM Team Leadership & Oversight

Manage and guide the internal CSM team assigned to various divisions and client segments.
Monitor CSM performance, provide coaching, and implement best practices across the team.
Ensure consistency in client relationship standards across all accounts.
Create knowledge-sharing mechanisms, review client interaction reports, and help team members resolve complex issues.
Act as the escalation point for critical situations that require leadership support or cross-functional coordination.

Internal Coordination

Work closely with delivery, operations, and technology teams to ensure SLAs and KPIs are met.
Champion the voice of the client internally—push for improvements where needed.
Participate in on boarding and transition planning for new engagements.

Reporting and Communication

Maintain clear records of client communication, feedback, and escalations.
Share monthly and quarterly performance reports with clients.
Track account plans, renewal timelines, and satisfaction scores (e.g., NPS).
Provide support for special projects.

Qualifications and Experience

3-5 years of experience in client success, account management, or team leadership—preferably in outsourcing, financial services, or B2B SaaS. Proven success managing CXOs or senior stakeholders.
Team management experience, preferably with cross-functional or multi-division CSM structures.
Strong business acumen and communication skills (verbal and written).
Ability to handle ambiguity and navigate complex account landscapes.
Experience with U.S., U.K., or Australian clients.
Exposure to the financial service industry
CRM tools like Zoho, HubSpot or Salesforce.

Key Skills

Relationship-first mindset
Proactive and solutions-driven
High emotional intelligence
Strong follow-through and ownership
Ability to lead and inspire others
Excellent prioritization and escalation judgment

Job Location :Chennai

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