Customer Success Associate

Responsibilities

• Act as the primary point of contact for clients to ensure smooth adoption, satisfaction, and expansion of fintech products.
• Monitor client health scores, usage patterns, and adoption trends to proactively prevent churn and identify growth opportunities.
• Manage the end-to-end issue resolution process by logging, tracking, and coordinating with product, operations, and tech teams.
• Develop and execute business development plans and sales strategies to meet revenue targets and identify new market segments.
• Oversee the invoicing process, monitor payment statuses, and coordinate with finance to ensure revenue assurance.
• Monitor SLA adherence and maintain alignment with legal and InfoSec teams regarding data protection and regulatory compliance.
• Manage client-initiated change requests, including scoping, impact analysis, and implementation tracking.
• Drive the onboarding of third-party vendors and partners as required by client specifications.

Requirements

• Bachelor's degree in Business, Marketing, Data Science, or a related field (MBA preferred).
• 3+ years of experience in technical customer success, specifically with data-driven solutions.
• Strong knowledge of SaaS, data analytics, and technical product ecosystems (software, databases, and platform services).
• Proven track record in B2B business development, lead generation, and closing new business.
• Proficiency in CRM systems such as Salesforce or HubSpot.
• Experience using project management and collaboration tools including Jira, Asana, and Slack.
• Exceptional communication, presentation, and negotiation skills.

About the Company

Yubi is a leading fintech unicorn revolutionizing data-driven solutions. From disrupting India’s debt market to expanding into global corporate markets, Yubi provides a holistic suite of products designed to empower businesses with actionable data insights. We foster an environment of freedom, opportunity, and transparency.