Client Specialist - B2B SaaS Segment - WealthTech Firm

Client Specialist - WealthTech Products

Role: Client Specialist

Job type: Full time

Location: Goregaon East/Hybrid working (candidates based in and around Goregaon East / Western Line only preferred)

About company: It's a fast-growing Wealthtech firm based out of Mumbai.

Roles & Responsibilities: -

- A Client Specialist serves as a liaison between the organization and customers.

- Develop healthy relationship with customers and build strong connect with all key stakeholders at the customer's end.

- Deliver 100% customer satisfaction by ensuring successful adoption and integration of the platform, across your customers.

- Good knowledge of subject matter - both Finance and IT

- Doing product demonstrations internally as well as to clients

- Planning and monitoring

- Prioritize requirements and create conceptual prototypes and mock-ups

- Apply best practices for effective communication and problem-solving

- Build, Own and Maintain a healthy pipeline of opportunities from your accounts - short term and long term.

- Good understanding of the customer's business and their top objectives at various organizational levels.

- Building a high degree of mindshare for our solutions and company within the key stakeholders in your account list. Build customer loyalty.

- Ability to understand business and technology challenges and align them with possible solutions from our portfolio.

- Act as a link between the sales and other internal teams, ensuring that customer requirements are prioritized and resolved in a timely manner.

- Build and maintain an account map, plan for each customer, and develop close relationships with key stakeholders in your accounts.

Qualifications:

- Strong written and verbal communication skills

- Good understanding of financial concepts applicable in Capital markets.

- Being able to work in a fast-paced multidisciplinary environment.

- Being able to create examples, prototypes, demonstrations

- Flexible and able to adapt to business requirements

- Strong logical thinking and problem-solving skills.

- 3-7 years of work experience with minimum 1-2 years' experience in B2B account management.

- Strong foundation in Business development/Client Relationship, with SaaS experience being a definite advantage.