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The Head of Customer Success is responsible for ensuring FinOS’s enterprise customers and partners effectively adopt and maximize the value of our fintech solutions — including eKYC, Document OCR, eSignature, eCreditScore, Micro-Lending, Micro-Investment, and Micro-Insurance.
This role focuses on maintaining a high level of customer satisfaction, driving renewals, and expanding partnership opportunities, while establishing a scalable Customer Success framework across FinOS’s ecosystem.
Key Responsibilities:
Customer Relationship & Project Delivery:
Act as the primary contact for customers throughout pre-sales, onboarding, and post-sales stages.
Understand and analyze business requirements; coordinate with internal teams (Product Owners, Engineers, QA, etc.) to design and deliver tailored solutions.
Monitor project implementation progress, ensuring service quality and adherence to SLA/KPI commitments.
Organize user training, onboarding sessions, and operational support for clients.
Customer Retention & Growth:
Track customer health metrics and proactively propose improvement initiatives (upselling, cross-selling, optimization).
Gather user feedback and collaborate with Product and Engineering teams to enhance user experience.
Conduct customer satisfaction and loyalty surveys (CSAT, NPS) and lead initiatives to increase engagement.
Build long-term partnership strategies with key enterprise clients.
Monitor service usage and proactively propose improvements to enhance customer value (upsell, cross-sell).