Account Management - Manager

Posted 2 Days Ago
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Noida, Gautam Buddha Nagar, Uttar Pradesh, IND
In-Office
Entry level
Software
The Role
Manages end-to-end customer relationships, retention, satisfaction, and renewal opportunities. Oversees PMO delivery governance, project financials, audits, vendors, and cross-functional execution. Supports CRM administration, sales forecasting, proposals, order processing, invoicing, and sales process standardization. Develops Power BI dashboards, integrates data from multiple systems, and analyzes customer, sales, program, and operational performance metrics.
Summary Generated by Built In

Key Responsibilities

Account Management & Customer Success

  • Own end-to-end customer relationships, ensuring high satisfaction, retention, and engagement.
  • Track and improve Voice of Customer (VOC) and Net Promoter Score (NPS) metrics.
  • Proactively manage at-risk (RED) accounts and drive recovery plans.
  • Lead stakeholder interactions, identify engagement gaps, and strengthen client relationships.
  • Plan and execute customer engagement initiatives, events, and milestone communications.

 

Program Management Office (PMO) & Delivery Governance

  • Drive program delivery excellence, ensuring projects meet quality, timeline, and budget objectives.
  • Monitor project financials, cost tracking, and profitability.
  • Ensure adherence to project management best practices, tools, and governance frameworks.
  • Facilitate audits, track deviations, and ensure timely closure through corrective actions.
  • Coordinate with cross-functional teams and vendors to ensure seamless execution.

 

Business Enablement & Sales Operations

  • Manage CRM systems to ensure data accuracy, pipeline visibility, and reporting consistency.
  • Support sales forecasting, pipeline tracking, and performance monitoring.
  • Coordinate quote generation, proposals, order processing, and follow-ups on leads and renewals.
  • Partner with Account Managers on renewals, upsell opportunities, and retention strategies.
  • Collaborate with Finance on invoicing, payment tracking, and financial accuracy.
  • Standardize sales processes, templates, and tools to improve efficiency and scalability.

 

Data Analytics & Power BI

  • Design and develop interactive dashboards and reports using Power BI.
  • Track key metrics including sales performance, conversion rates, customer health, and program KPIs.
  • Analyze data to identify trends, risks, and opportunities for business growth and operational improvement.
  • Integrate data from multiple systems (CRM, financials, project tools) into unified dashboards.


Requirements

Requirements

  • Strong understanding of project management frameworks and customer lifecycle management.
  • Hands-on experience with Power BI (dashboard creation, data modeling, visualization).
  • Experience working with CRM tools and sales reporting systems.

Qualifications

  • Bachelor’s degree in Engineering, Computer Science, Business, or related field.
  • MBA / PGDBM (Sales, Marketing, or Operations) preferred.

 



Benefits

Nucleus is well known for identifying, nurturing, and promoting the internal talent and having long mutually rewarding associations with its performing associates. Our focus programs help our associates to continuously grow based on their capability, performance, and career aspirations.

 



Skills Required

  • Strong understanding of project management frameworks
  • Strong understanding of customer lifecycle management
  • Hands-on experience with Power BI, including dashboard creation, data modeling, and visualization
  • Experience with CRM tools and sales reporting systems
  • Bachelor's degree in Engineering, Computer Science, Business, or a related field
  • MBA or PGDBM in Sales, Marketing, or Operations
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The Company
HQ: New Delhi
2,600 Employees
Year Founded: 1986

What We Do

Nucleus Software is the leading provider of lending and transaction banking solutions to the global financial services industry. Its software powers the operations of more than 200 financial institutions in 50 countries, supporting retail banking, corporate banking, cash management, internet banking, automotive finance & other business areas. FinnOne Neo™ - End-to-End Loan Lifecycle Management A comprehensive product suite built to digitize the lending operations of the global banking and financial services industry. FinnOne Neo is an agile and customer-centric platform capable of servicing the entire loan cycle. Nucleus Software’s FinnOne has been the 10 time winner World's Best Selling Lending Software. Nucleus Software's Lending Mobility Solutions enable the user to perform paperless data sourcing, revert back with application statuses, submit field investigation responses, collect upfront payments and compute repayment related calculations. The applications are based on robust platform with effective integration of security and technological aspects to cater to stringent requirements of financial institutions. Nucleus Software’s FinnAxia is a comprehensive cash management solution that caters to Global Receivables, Global Payment, Global Liquidity , e-Financial supply chain management and Business Internet Banking providing flexible, speedy & efficient execution of cash management processes. The web-enabled solution provides a competitive edge to banks and financial institutions with its seamlessly integrated modules. Acting as a powerhouse, Nucleus Software’s FinnAxia offers scalable and flexible banking solutions designed to address the dynamic business needs of the banks customers. Nucleus Software also offers solutions to customers in the areas of Managed Infrastructure services and Application Development & Maintenance.

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