Customer Success Manager

• Lead the design, development, configuration, and implementation of Microsoft Dynamics 365 CRM solutions
• Architect and deliver end-to-end solutions across Sales, Customer Service, Marketing, and Field Service modules
• Develop and customize entities, forms, views, dashboards, workflows, plugins, and integrations
• Build custom solutions using C#, JavaScript, HTML, CSS, Dynamics 365 SDK, and Web API
• Design and implement scalable integrations using Azure and Power Platform
• Oversee system architecture, performance tuning, testing, troubleshooting, and deployment
• Provide technical leadership and mentoring to team members
• Engage with business and technical stakeholders and translate complex technical concepts into actionable discussions
• Participate in project planning, sprint ceremonies, estimations, and delivery governance using Agile methodologies
• Stay current with Dynamics 365 and Power Platform advancements and recommend improvements
• Make decisions, optimize processes, manage resources, and oversee team management as needed
• Allocate personnel, supervise team members, assign tasks, provide necessary tools and support, and evaluate performance

Senior Technical CRM

• Own and develop enterprise customer accounts and account strategies
• Map customer goals, organizational structure, technology stack, and funding cycles
• Identify account risks and opportunities
• Set customer success criteria, track ROI monthly, and communicate value through QBRs, recurring account meetings, and monthly updates
• Build relationships across customer organizations from power users to executive buyers
• Identify and develop customer champions
• Lead renewals and identify expansion opportunities
• Partner with Sales Account Executives on renewals and negotiations
• Coordinate with the Project Management Office to ensure delivery meets customer expectations and SLAs are honored
• Translate customer feedback, workflow needs, and feature requests to Product, Design, and Workplace Strategy
• Create agendas, follow-up emails, QBR decks, monthly updates, and account plans

• Own the end-to-end relationship with key internal stakeholders across finance, HR, sales, delivery, and other business functions
• Act as the primary point of contact for stakeholder requests, escalations, and feedback
• Partner with engineering leads to translate business needs into prioritized roadmap requirements
• Track and report stakeholder satisfaction, adoption, and outstanding pain points
• Set and manage expectations around delivery timelines, incident resolution, and change communication
• Run regular check-ins, business reviews, and roadmap updates
• Coordinate with Care/Production Support on major-incident communications and follow-ups
• Identify recurring friction between business and systems teams and drive process or communication improvements
• Grow assigned accounts by uncovering opportunities with executive sponsors, finance and operations leaders, and IT owners
• Plan and execute quarterly business reviews reporting realized value, issues, risks, and next-quarter priorities
• Champion the internal customer voice in engineering discussions while considering technical and delivery realities

Customer Success Lead

• Build and maintain CRM Analytics dashboards, lenses, datasets, recipes, and dataflows
• Develop and optimize Salesforce native reports, custom report types, dynamic dashboards, filters, and reporting structures
• Write and optimize SOQL and SAQL queries to support interactive and high-performance analytics
• Configure and validate Einstein Discovery and Prediction Builder models where predictive insights provide measurable business value
• Implement formula fields, roll-up summaries, and supporting Salesforce schema changes to ensure reporting accuracy at the source
• Gather reporting and analytics requirements from Sales, Revenue Operations, Finance, Operations, and leadership stakeholders
• Define and document metric definitions, calculation logic, data lineage, refresh schedules, and reporting standards
• Identify and resolve Salesforce data-quality issues, including duplicates, inconsistent classifications, ownership gaps, territory issues, and incomplete records
• Reconcile Salesforce metrics with finance, operational, and other systems of record and investigate variances to root cause
• Implement row-level and field-level security across analytics assets in alignment with Salesforce sharing and visibility models
• Apply data classification, access, and jurisdictional handling requirements to reporting and analytics solutions
• Manage analytics changes through source control, sandbox testing, documented validation, and controlled production releases
• Maintain an inventory of analytics assets and identify opportunities to consolidate, improve, or retire redundant reporting
• Provide tier-2 and tier-3 support for dashboard defects, dataflow failures, reporting issues, and performance problems
• Enable business users through self-service reporting guidance, training, and documentation
• Review Salesforce seasonal releases for analytics-impacting changes and regression-test critical reporting assets
• Partner with enterprise data and BI teams when Salesforce data is integrated into downstream platforms and reporting environments

Salesforce CRM Analytics

• Manage and customize the CRM platform to meet organizational needs
• Manage user permissions, workflows, custom objects, and profiles
• Provide user support and troubleshoot CRM issues
• Analyze data related to team productivity, effectiveness, and operations
• Collaborate with teams to capture business requirements and implement CRM solutions
• Coordinate and support integrations with third-party apps, plugins, and tools
• Set up processes to manage and protect customer and business data
• Provide training to administration, staff, and faculty
• Manage and organize office operations, schedules, meetings, and correspondence
• Maintain accurate, secure, and confidential records and databases
• Manage budgets, track expenses, and process invoices
• Support hiring, onboarding, offboarding, employee records, benefits administration, and payroll reconciliation
• Facilitate communication between internal and external stakeholders, departments, customers, and suppliers
• Assist with reports, presentations, and other communications
• Deliver weekly byte-sized project outcomes and provide task updates to the Project Management Executive

CRM Admin Intern

• Act as the primary point of contact for assigned customers, internally and externally
• Identify gaps in customer programs and opportunities for improvement
• Communicate FADV’s value proposition, pricing, procedures, and competitive advantages
• Develop pricing strategies, terms, and conditions for contract renewals and obtain approvals and signatures
• Lead bi-weekly customer engagement calls and provide meeting recaps
• Resolve problems and pursue product or service expansion opportunities
• Collaborate with cross-functional teams to achieve customer objectives
• Address, escalate, and own customer issues through resolution and closure
• Provide alternative solutions and improve customer experience
• Meet or exceed customer satisfaction KPIs
• Deliver reports and presentations on FADV products and services
• Maintain open issue logs, project plans, business records, and account documentation
• Track and document account achievements, risks, and opportunities
• Prepare and deliver quarterly business reviews
• Complete data and forecast updates accurately and on time
• Manage customer contract events and documentation
• Prepare renewal proposals, perform analysis, and secure approvals
• Meet or exceed monthly, quarterly, and annual retention, growth, and up/cross-selling quotas

Associate Customer Success Partner

• Grow revenue in strategic named accounts through sales of First Advantage products and solutions
• Develop and maintain strategic account plans and define resource deployment to increase enterprise penetration
• Maintain existing account revenue
• Coordinate with clients, operations management, and technology to maintain service levels
• Develop sales account plans detailing customer, industry, risk history, revenue trends, opportunities, and competitive threats
• Meet or exceed monthly and annual revenue objectives
• Identify additional products, solutions, and cross-functional resources to maximize revenue opportunities
• Explain First Advantage pricing, procedures, organization, and benefits to customers
• Maintain knowledge of competitor offerings and effectively communicate First Advantage advantages
• Prepare and deliver quarterly and annual client business reviews
• Document and manage action and project plans
• Analyze customer-program trends and recommend changes
• Intervene to ensure customer satisfaction and resolve business problems through root-cause analysis
• Maintain knowledge of customers' background-screening and/or occupational-health programs, configurations, pricing, procedures, and adjudication matrices
• Establish customer relationships at all levels and provide internal leadership in a matrixed environment
• Partner with internal account teams to review program performance
• Manage contractual documentation, renewals, RFP responses, and unsolicited renewal proposals
• Manage customer monitoring and reporting programs
• Perform other duties as assigned

Customer Success Partner

• Provide expert-level support and guidance on MS-Dynamics 365, Salesforce, Microsoft 365, PowerApps, SharePoint Advanced, and SiteCore
• Analyze business requirements and translate them into effective MS-Dynamics 365, Salesforce, and PowerApps solutions
• Configure and customize Maconomy modules to meet business needs
• Conduct training sessions for end-users and provide ongoing support
• Collaborate with cross-functional teams to integrate CRM solutions with other systems
• Develop and maintain documentation for CRM processes and configurations
• Troubleshoot and resolve issues related to CRM solution modules
• Analyze tickets and identify, test, and apply resolutions
• Implement components based on design documentation and functional programming specifications
• Document and unit-test implemented components for integration
• Architect solutions, test code, and deploy and build CI/CD pipelines
• Provide work estimates and guide features, functional objectives, or technologies being built

CRM Consultant

• Own strategic account management for enterprise clients across Singapore and the broader APAC region
• Drive product adoption, retention, and expansion across a portfolio of high-value enterprise accounts
• Lead onboarding and implementation for new enterprise deployments from scoping through go-live
• Build and execute success plans using product usage data, customer health scores, and business objectives
• Proactively mitigate churn risk and identify growth opportunities
• Advise customers on Harvey’s AI capabilities through training sessions, executive business reviews, and strategic workshops
• Collaborate with Sales, Product, and Legal Engineering to champion feedback and influence roadmap priorities
• Develop scalable playbooks and processes for the APAC customer success function

Customer Success Manager, Enterprise

• Build and lead the Customer Success team in Seismic's India hub
• Support a high-volume book of business through scaled digital engagement
• Drive customer engagement, adoption, risk management, renewal readiness, and value realization at scale
• Use AI and automation to streamline workflows, scale customer touchpoints, and increase team productivity
• Serve as an escalation point for internal teams and customers
• Lead and develop Customer Success Managers and Renewals Specialists, ensuring customer satisfaction and retention targets are met
• Hire, onboard, coach, and develop the Customer Success team in India
• Establish operating rhythms and management routines that improve engagement, adoption, risk mitigation, renewal readiness, and customer value
• Resolve escalations within defined SLAs and improve customer outcomes
• Partner cross-functionally to remove blockers, improve CSM effectiveness, and represent Customer Success with customers and prospects
• Evolve Seismic's Digital Customer Success program at the India hub with CS leadership and the CX organization
• Own the health, renewal forecast, and risk pipeline for the book of business, ensuring forecast accuracy and early identification of risk themes

Customer Success Manager jobs in India

Senior Technical CRM