Daloopa - Manager - Customer Success (3-6 Yrs) Noida (After-Sales/Customer Service)

Role Overview:We are looking for a Customer Success Manager who can combine strong relationship management with financial domain understanding to drive adoption, retention, and growth across enterprise accounts. This role will act as a strategic partner to clients while collaborating closely with Product, Sales, and Engineering to deliver scalable, high-impact outcomes.Key Responsibilities:- Build and maintain trusted relationships with senior executives, equity research analysts, and operations teams across enterprise accounts.
-Drive platform usage through proactive engagement, advisory, and collaboration with power users and champions.
-Own renewals, retention, and net-retention outcomes for the assigned account portfolio.
-Identify upsell and expansion opportunities through needs analysis and partnership with account executives.
-Monitor account health, anticipate risks, and execute mitigation strategies to ensure customer satisfaction.
-Represent the voice of the customer to Product and Engineering, influencing roadmap decisions.
-Lead customer advocacy initiatives including references and success stories.
-Coordinate cross-functional teams to execute onboarding, retention programs, and custom implementations.
-We keep things simple here - so you can focus on driving 10x impact.Skills and Qualifications: - Experience managing enterprise-level accounts in sell-side or financial services environments.
-Strong understanding of equity research workflows, sell-side processes, or financial analytics.
-Excellent interpersonal, communication, and problem-solving skills.
-Proven ability to navigate complex organizations and influence senior stakeholders.
-Written and verbal fluency in Japanese (required).
-CFA, CPA, or CFP credentials preferred but not mandatory. (ref:updazz.com)

Payroll Type : Permanent