Are you a dynamic leader with a passion for building strong client relationships and driving customer success? At Finkraft, we are transforming how businesses manage GST compliance and financial automation. We are looking for a Client Onboarding & Training Lead who can ensure seamless onboarding, foster long-term client retention, and drive revenue growth through contract renewals and upsell opportunities. If you thrive in a customer-centric environment and enjoy translating data into compelling narratives, we want to hear from you!
- Seamlessly onboard new clients, ensuring they understand Finkraft’s processes, reports, and portal usage.
- Define clear service deliverables and communication protocols for long-term client success.
- Drive initial client success by ensuring early adoption of reports and services.
- Collect onboarding feedback and optimize processes for future clients.
- Build lasting relationships with clients to drive retention and encourage referrals.
- Proactively engage with clients to address potential churn risks and resolve service concerns.
- Manage overdue bills by coordinating with finance and ensuring smooth communication with clients.
- Recruit, build, and mentor a dynamic customer relations team that aligns with Finkraft’s vision.
- Implement structured training programs to upskill team members in handling client communication and escalations effectively.
- Establish scalable processes to ensure consistency in client interactions.
- Own the client contract renewal process, ensuring timely discussions and seamless execution.
- Identify upsell opportunities by analyzing client usage patterns and recommending relevant services.
- Maintain a consultative approach to educate clients on additional value-driven solutions.
- Lead effective quarterly business reviews (QBRs) and in-person client check-ins.
- Use data-backed storytelling to illustrate client wins, service impacts, and financial growth.
- Prepare and deliver engaging presentations to key stakeholders to reinforce Finkraft’s value.
Requirements
- Client-Centric Leader: Passionate about building long-term client relationships and delivering an exceptional experience.
- Strategic Thinker: Capable of identifying opportunities to enhance client success and drive business growth.
- Proactive Problem-Solver: Can anticipate client needs, mitigate risks, and handle escalations with ease.
- Strong Communicator: Able to translate complex data into compelling narratives for clients.
- Team Builder: Experienced in hiring, mentoring, and scaling a high-performing customer relations team.
- Adaptable & Tech-Savvy: Comfortable navigating a fast-paced fintech environment with evolving client needs.
Skills Required
- Proven experience in client onboarding and training
- Experience driving client retention, referrals, and managing churn risks
- Experience handling billing escalations and coordinating with finance
- Experience recruiting, hiring, mentoring, and scaling customer relations teams
- Strong communication and presentation skills, including delivering QBRs and in-person client check-ins
- Ability to translate data into compelling narratives and identify upsell opportunities from usage patterns
- Strategic thinking and proactive problem-solving to anticipate client needs and mitigate risks
- Comfortable working in a fast-paced fintech environment and tech-savvy
What We Do
We are called FinKraft. What do we do? FinKraft - Krafting reliable automated solutions to make complex business processes easier. How do we do it? The process of gathering information, collecting data from various sources and reconciling records is a very painstaking and complex process. With FinKraft, companies need not worry about any of it. We have built a robust automated SaaS platform to help our clients with these processes and eliminate human error. One of the first use cases we have mastered is GST credit on travel expense for corporate India. “Capgemini” saves one million dollars annually using our tool. This marked the beginning of our continuous innovation. We aim to make a difference across industries. A few of our other clients include: Consulting- Mckinsey, Boston Consulting Pharma- Abbott, Sun Pharma Retail- Ikea, Godrej, Benetton Government- WHO, World Bank, US Embassy Banking- American Express, Kotak Industrial- Emerson, Schneider Others- WPP Group, Hershey’s, Tata’s Our Robotic Process Automation (RPA) system makes the process of the extraction of information from emails, websites and other portals more convenient than ever before. Post extraction, our system will also help you read and extract data, reconcile and create actionable real-time dashboards. Strong archiving with an excellent document management system for quick and easy retrieval. Inconsistency and errors in the data are highlighted by our portal to help clients take appropriate measures at the right time. This saves time, money, and enables companies to get error-free reports in just a click!
