About the role
structured by ORICustomer Success StrategistJob type: Full Time · Department: Customer Success · Work type: On-SiteMumbai, Maharashtra, India; Bengaluru, Karnataka, India; Gurgaon, Haryana, India Job detailsApplication formCustomer Success StrategistLocation: Mumbai | Experience: Flexible | Industry: SaaS / AI / BFSIJoin a…
What you will do
- Strategic Partnering: Build strong, consultative relationships with senior stakeholders at client organizations. Act as a trusted advisor who understands their goals and helps them realize measurable ROI.
- Client Onboarding & Enablement: Lead seamless onboarding journeys, ensuring quick time-to-value and adoption of mission-critical features within our speech analytics platform.
- Growth Driver: Identify and pursue upsell and cross-sell opportunities by understanding client needs and uncovering new use cases aligned with their evolving strategy.
- Success Planning: Design and execute proactive customer success strategies that help clients meet their business KPIs - and turn our platform into a growth lever.
- Insight-Backed Retention: Monitor account health, preempt churn risks, and act fast with insights-driven playbooks that keep clients engaged and satisfied.
What they are looking for
- Excellent communication and relationship-building skills, especially with senior stakeholders.
- Strategic thinker with strong analytical and problem-solving abilities.
- Self-starter who thrives in fast-paced, ambiguous environments.
Nice to have
- Experience in AI/ML, Prompt Engineering, or working with BFSI clients.
Benefits
- Exposure to AI Developments
- CXO-Level Engagement
- Fast-Track Career Path
- Startup Velocity
- Product + Strategy Blend
Full posting text
Customer Success StrategistJob type: Full Time · Department: Customer Success · Work type: On-SiteMumbai, Maharashtra, India; Bengaluru, Karnataka, India; Gurgaon, Haryana, India Job detailsApplication formCustomer Success StrategistLocation: Mumbai | Experience: Flexible | Industry: SaaS / AI / BFSIJoin a high-growth AI company at the forefront of Revenue Intelligence for Enterprises. As a Customer Success Strategist, you'll go beyond day-to-day account management to shape strategy, drive adoption, and play a key role in helping India’s top financial institutions unlock business value from cutting-edge generative AI solutions.This role offers a unique blend of strategic thinking, stakeholder engagement, and hands-on execution — ideal for someone who wants to grow into a senior client-facing or product leadership role in the fast-evolving AI space.What You’ll Be DoingStrategic Partnering: Build strong, consultative relationships with senior stakeholders at client organizations. Act as a trusted advisor who understands their goals and helps them realize measurable ROI.Client Onboarding & Enablement: Lead seamless onboarding journeys, ensuring quick time-to-value and adoption of mission-critical features within our speech analytics platform.Growth Driver: Identify and pursue upsell and cross-sell opportunities by understanding client needs and uncovering new use cases aligned with their evolving strategy.Success Planning: Design and execute proactive customer success strategies that help clients meet their business KPIs - and turn our platform into a growth lever.Insight-Backed Retention: Monitor account health, preempt churn risks, and act fast with insights-driven playbooks that keep clients engaged and satisfied.Use Case Development: Collaborate with clients to refine speech analytics use cases that solve real business problems - from collections optimization to compliance automation.Product Influence: Channel client feedback and field insights to the product team, shaping roadmap decisions and enhancing feature relevance.Executive Business Reviews: Lead quarterly success reviews and check-ins, showcasing impact, aligning on goals, and unlocking new collaboration opportunities.🌟🚀Cross-Functional Collaboration: Partner with sales, product, and operations teams to ensure seamless handovers, unified goals, and strong account momentum.Best Practice Champion: Help build scalable success frameworks, playbooks, and knowledge-sharing processes to level up the customer experience across the board.What You’ll GainExposure to AI Developments: Deepen your understanding of speech AI, customeranalytics, and use-case development in a real-world enterprise context.CXO-Level Engagement: Regularly interact with senior leaders at banks, NBFCs, and fintechs — building a network of influential decision-makers.Fast-Track Career Path: As a core team member in a high-growth startup, you’ll have visibility, ownership, and real influence - with a clear path to leadership.Startup Velocity: Work in a lean, fast-moving environment where your work creates immediate impact and innovation is welcomed at every level.Product + Strategy Blend: Operate at the intersection of business success and product thinking - contributing to GTM strategies and platform evolution.What We’re Looking ForExcellent communication and relationship-building skills, especially with senior stakeholders.Strategic thinker with strong analytical and problem-solving abilities.Self-starter who thrives in fast-paced, ambiguous environments.Bonus: Experience in AI/ML, Prompt Engineering, or working with BFSI clients.Apply for this positionAutofill from resumeSave time by uploading your resume. (Only PDF or DOCX format supported)Upload fileLoading...