Customer Success

Experience: 6+ Years

Location: Mumbai, India

WHO WE ARE:

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a who's who of the financial service industry.

We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization.

We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.

We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs).

We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.

In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.

OUR VALUES: Go with your GUT

Grow at the Edge.

We are driven by personal growth.

We get out of our comfort zone and keep egos aside to find our genius zones.

With self-awareness and integrity we strive to be the best we can possibly be.

No excuses.

- Understanding through Listening and Speaking the Truth.

We value transparency.

We communicate with radical candor, authenticity and precision to create a shared understanding.

We challenge, but once a decision is made, commit fully.

- I Win for Teamwin.

We believe in staying within our genius zones to succeed and we take full ownership of our work.

We inspire each other with our energy and attitude.

We fly in formation to win together.

Aboutthe Role:

We are seeking a dynamic and relationship-driven Customer Success Manager to join our team.

In this role, you will be the primary point of contact for our key clients, helping to drive engagement, retention, and account growth.

You'll combine strategic thinking, data analysis, and financial acumen to ensure our clients receive maximum value from TIFIN's offerings.

Key Responsibilities:

- Own and manage relationships with key accounts, building strong rapport and long-term trust.

- Act as the first point of contact for any client issues, ensuring quick resolution and seamless communication.

- Drive client engagement by delivering regular check-ins, presentations, and performance reviews.

- Identify and capitalize on upsell and cross-sell opportunities within existing accounts.

- Collaborate with internal teams (product, tech, sales) to align solutions with client needs.

- Monitor key success metrics, analyze data, and provide actionable insights to clients.

- Contribute to strategic planning, client retention initiatives, and growth strategies.

- Ensure customer satisfaction by advocating for the client within TIFIN.

Requirements

- 6+ years of experience in Customer Success, Account Management, or similar client-facing roles, preferably in a fast-paced startup environment.

- Prior experience in finance, fintech, or investment management is highly preferred.

- Demonstrated ability to build and manage key client relationships, drive account growth, and ensure client satisfaction.

- Strong data analytics skills - must be comfortable working with dashboards, interpreting data, and using insights to influence strategy and decision-making.

- Excellent communication and presentation skills with the ability to explain complex/technical concepts to non-technical audiences.

- Proven success in managing multiple accounts and balancing diverse stakeholder needs.

- Highly strategic and solution-oriented, with a strong problem-solving mindset.

- Bachelor's degree in Finance, Business, or a related field; MBA is a plus.

- Familiarity with tools like Excel, Tableau, Power BI, Looker, or other analytics/dashboard platforms is an added advantage.

A note on location.

While we have team centres in Boulder, New York City, San Francisco, Charlotte, and Bangalore,this role is based out of Mumbai.

TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings.

All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status