Careers at Perfios

Customer Success Manager

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Roles and Responsibilities:
  • Develop deep functional and technical know-how on Perfios suite of products
  • Provide technical consultancy to customers
  • Educate newly on-boarded customers on functional and technical aspects of Perfios products
  • Ensure successful on-boarding of new customers
  • Manage multiple implementation projects running in parallel by interacting with internal & external stakeholders.
  • Assess and analyze client key performance indicators to identify strategic opportunities and client educational needs.
  • Identify the needs within the client organization and recommend new product or service offerings and develop a plan to drive maximum utilization of Perfios products.
  • Cultivate strategy based on products owned, client structure, and adoption issues.
  • Contact clients, identify and perform assessments and create action plans to improve product usage. 
  • These should identify and include:  1.  Upsell Opportunities 2.  Educational Needs 
  • Assessments & Action Plan Executive Summary
  • Consistent client engagement to execute action plan
  • Escalation point for problem resolution - Involves webex and email interactions with customers
Qualifications and Education Requirements:
  • Presales/ direct customer interaction/ engagement management/ program management exp a must. He should be tuned to interact externally day in day out. 
  • Excellent communication skills: presentation, facilitation, oral, written, listening and conflict resolution. Ability to interact with client/ prospects day in day out.
  • Flexibility in travel - might have to travel to client locations as he grows in the system and we give him larger prospects/ clients/ role (Mostly day trips). 
  • Industry expertise - BFSI (banking and financial) segment or experience in service companies that are in BFSI vertical – A MUST
  • Must have handled in person interactions with Clients and not on remote basis
  • Must be tech savy and should be able to understand technology terms and willing to learn high-level concepts.
Preferred Skills:
  • Conversant with presenting solutions to clients in any of the following programming domains (knowledge of two or more of the following programming languages is highly desirable).
  • Java, PHP, Python, c#
  • Conversant with MySQL
  • Understanding of REST, Webservices and SOAP well.
  • Experience with Business Intelligence tools would be a plus
  • Flair for evaluating alternatives and deciding plan of action.​
  • ​Critical thinking​


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