Account Manager

Position

Account Manager – Customer Success

Hiring Criteria

• Location: Bengaluru
• CTC: ₹9–13 LPA
• Experience: Between 3–5 years (strictly)
• Notice Period: Immediate Joiners or up to 15 days only
• Mandatory: B2B account management experience
• Mandatory: Excellent communication and stakeholder management skills
• Mandatory: Experience managing clients from onboarding through offboarding
• Mandatory: Cross-selling and upselling experience

Key Responsibilities

Account Management

• Own and manage a portfolio of B2B client accounts end-to-end.
• Drive the complete customer lifecycle, including onboarding, adoption, engagement, renewals, and offboarding.
• Build strong relationships with key client stakeholders.
• Conduct regular business reviews and ensure high customer satisfaction.

Customer Success

• Act as the primary point of contact for client queries and escalations.
• Collaborate with Product, Operations, Claims, and Support teams to resolve issues efficiently.
• Ensure adherence to SLAs while delivering an outstanding customer experience.

Revenue Growth

• Identify and execute cross-selling and upselling opportunities within existing accounts.
• Drive account expansion and generate referrals from satisfied customers.
• Support retention and renewal initiatives to maximize customer lifetime value.

Product Expertise

• Develop a deep understanding of Plum's products and services.
• Guide customers on best practices and recommend solutions based on their business needs.

Operational Excellence

• Maintain accurate CRM records and account documentation.
• Improve internal processes to enhance customer experience and operational efficiency.
• Work closely with cross-functional teams to deliver seamless account management.

Required Skills

• Excellent verbal and written communication skills.
• Strong B2B account management experience.
• Proven experience managing client relationships from onboarding to offboarding.
• Experience in cross-selling and upselling existing customers.
• Strong stakeholder management and customer relationship skills.
• Excellent problem-solving and ownership mindset.
• Ability to manage multiple client accounts in a fast-paced environment.
• Experience working with CRM tools.

Experience & Qualifications

• 3–5 years of total experience (Candidates with significantly higher experience will not be considered for this role).
• Mandatory experience in B2B Account Management, Customer Success, Client Success, or Relationship Management.
• Demonstrated experience handling the complete customer lifecycle.
• Experience driving account growth through cross-selling and upselling.
• Bachelor's degree in any discipline.

Preferred Industry Background

Candidates from the following industries will be preferred:

• SaaS
• Employee Benefits
• Health Insurance / InsurTech
• HRTech
• B2B Technology
• Enterprise Services

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