Customer Success Manager

Customer Success Manager (CSM) Lending

Location: Chennai

Experience: 4+ Years

Company: LeadSquared

Role Overview

LeadSquared is hiring a Customer Success Manager to drive adoption, retention, and growth across lending clients (NBFCs, Banks, Fintechs). You will own post-go-live account management and ensure measurable business impact across loan origination and servicing workflows.

Key Responsibilities

• Manage end-to-end customer lifecycle for lending accounts
• Drive platform adoption across LOS, LMS, underwriting, disbursal, and collections workflows
• Conduct QBRs and stakeholder reviews with senior leadership
• Identify expansion opportunities and support revenue growth
• Monitor account health, mitigate churn risks proactively
• Translate business requirements into scalable product configurations
• Partner with Product and Implementation for continuous optimization

Required Experience

• 4+ years in Customer Success / Account Management (SaaS preferred)
• Strong exposure to lending ecosystems (LOS, LMS, digital lending platforms)
• Experience managing mid-market or enterprise fintech clients
• Solid understanding of loan origination lifecycle and collections processes
• Ability to engage CXOs, Ops Heads, and Tech stakeholders
• Data-driven approach to performance metrics and reporting

Success Metrics

• Account retention and NPS
• Product adoption depth
• Expansion revenue
• Zero unplanned churn