Customer Success Manager — Fintech at FinEdge Technologies

Job Description

Ensure our merchant and enterprise clients get maximum value from our payment platform. You will manage onboarding, run QBRs, resolve escalations, and identify upsell opportunities by deeply understanding client goals.

Responsibilities

Own a portfolio of 30-50 enterprise clients
Conduct onboarding and training sessions
Monitor client health scores and intervene proactively
Run quarterly business reviews
Identify and close upsell and cross-sell opportunities

Requirements

2+ years of customer success or account management
Experience in fintech or SaaS industry
Strong analytical skills to interpret client data
Excellent communication and relationship skills
Familiarity with CRM and support tools

Skills Required

Customer Success CRM Zendesk Onboarding SQL

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Job Summary

Published 08 May 2026

Job Type Full-time

Level Mid

Vacancies 3 openings

Applied 20

Experience 2–5 yrs

About Company

FinEdge Technologies

Financial Technology

FinEdge builds next-generation fintech products — from digital lending platforms to payment gateways. Our mission is to democratize financial services for 1 billion underbanked Ind…

finedge.com

Mumbai, India

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