●     
Build and own deep, trusted relationships with key BFSI
accounts — banks, NBFCs, housing finance companies, insurers, and digital
lenders

●     
Drive adoption of LeadSquared across the loan/policy
lifecycle — lead capture, underwriting handoffs, disbursement tracking,
renewals, and collections workflows — ensuring customers realise measurable
value

●     
Be the primary point of contact for BFSI clients,
engaging credit, risk, operations, and compliance stakeholders as well as
business leadership

●     
Conduct regular business reviews and success planning
sessions with senior stakeholders, framed around BFSI outcomes (TAT reduction,
disbursement funnel efficiency, policy conversion, cost-per-acquisition)

●     
Act as the voice of the BFSI customer internally —
collaborate with product, sales, and delivery teams on domain-specific needs
(bureau integrations, eKYC/eSign workflows, regulatory reporting requirements)

●     
Proactively identify risks — including those tied to
regulatory changes (RBI/IRDAI guidelines, KYC/AML norms) — and implement
strategies to maintain high retention

●     
Track and improve CSAT, NPS, adoption, and engagement
metrics across your BFSI portfolio

●     
Stay current on BFSI industry and regulatory
developments (digital lending guidelines, data localisation, consent-based data
sharing) that could impact customer usage or compliance posture

●     
Experience in a client-facing role — customer success,
account management, or similar — ideally with BFSI (banking, NBFC, insurance,
or fintech lending) clients

●     
Working understanding of the lending or insurance
lifecycle — loan origination, underwriting, disbursement, and collections, or
policy issuance and renewals

●     
Strong stakeholder management skills — comfortable
engaging CXOs, credit/risk heads, and compliance decision-makers

●     
Solid understanding of CS metrics: CSAT, NPS, adoption,
retention, and health scoring

●     
Excellent communication and problem-solving skills —
clear, confident, and consultative, especially when navigating
compliance-sensitive conversations

●     
Ability to manage multiple BFSI accounts simultaneously
without dropping the ball

●     
Experience working in a fast-paced, cross-functional
environment

Good to Have

●     
Prior experience with core banking systems, Loan
Origination Systems (LOS), or Loan Management Systems (LMS) — e.g., FinnOne,
Newgen, Lentra, or similar

●     
Familiarity with BFSI-specific integrations — credit
bureau checks (CIBIL/Experian/CRIF), eKYC/Aadhaar-based verification,
DigiLocker, or eSign

●     
Awareness of RBI/IRDAI regulatory guidelines relevant
to digital lending or insurance distribution

●     
Familiarity with CRM or customer success platforms —
Salesforce, Gainsight, Zoho

●     
Prior experience in SaaS or technology-driven
organisations serving BFSI clients

●     
One of the fastest-growing SaaS CRM companies — 2,000+
customers, global footprint, with a leading position in BFSI digital lending
and insurance CRM

●     
Real ownership — your work directly impacts loan/policy
funnel outcomes and company revenue

●     
A culture built on empathy, recognition, and genuine
investment in people

●     
750+ teammates across India, US, Middle East and ANZ