Customer Success Manager (IT Services & Consulting)
Location - Pune, India (Work from Office)
Experience - 4–6 Years
Qualification - MBA / PGDM (Marketing, Operations, IT, International Business) preferred
Employment Type - Full-Time
About HeapTrace Technology-
HeapTrace Technology is a rapidly growing IT Services and Consulting company specializing in Software Development, Cloud & DevOps, AI/ML, Quality Engineering, Data Engineering, and Digital Transformation. We work with clients across the United States, Europe, and other global markets, delivering high-quality technology solutions through dedicated teams and project-based engagements.
We are looking for a highly professional, client-focused, and communication-driven Client Success Manager who can act as the bridge between our clients and delivery teams while ensuring exceptional customer experience and long-term relationship management.
Role Overview-
● The Client Success Manager will be responsible for managing client relationships, driving effective communication, coordinating with delivery teams, tracking action items, ensuring timely follow-ups, and maintaining high levels of client satisfaction.
● The ideal candidate should possess exceptional English communication skills, strong email writing capabilities, excellent stakeholder management abilities, and a proactive ownership mindset.
● This role requires regular interaction with international clients and internal cross-functional teams to ensure commitments are delivered effectively, and client expectations are consistently exceeded.
Key Responsibilities-
Client Relationship Management-
● Serve as the primary point of contact for assigned client accounts.
● Build strong and long-lasting relationships with clients.
● Develop a deep understanding of client business objectives and expectations.
● Conduct regular client touchpoints, status meetings, and relationship reviews.
● Ensure high levels of client satisfaction and engagement. Client Communication & Email Management-
● Draft and manage professional client communications, including emails, follow-ups, status updates, meeting summaries, and escalation responses.
● Maintain a high standard of written and verbal communication.
● Ensure timely and accurate responses to client inquiries.
● Communicate project updates, risks, issues, and resolutions effectively. Project Coordination & Follow-Up-
● Coordinate closely with Project Managers, Delivery Managers, Engineering Teams, QA Teams, and Leadership.
● Track deliverables, commitments, and project milestones.
● Ensure action items are assigned, monitored, and completed on time.
● Follow up proactively with internal teams to drive accountability and execution.
● Escalate risks and blockers appropriately when required.
Meeting Management & Governance-
● Schedule and facilitate client meetings.
● Prepare meeting agendas and discussion points.
● Capture Minutes of Meeting (MOM) and distribute action items within 24 hours.
● Track action item closure and maintain accountability across stakeholders.
● Maintain organized documentation of client communications and decisions.
Customer Success & Retention-
● Identify potential risks impacting client satisfaction.
● Address concerns proactively before they become escalations.
● Support account retention and long-term relationship growth.
● Drive continuous improvement in customer experience.
● Work closely with leadership on strategic accounts and key customer initiatives.
Reporting & Operational Excellence-
● Prepare weekly and monthly client status reports.
● Track customer health, project progress, and communication effectiveness.
● Maintain CRM, project tracking systems, and account documentation.
● Provide visibility into open risks, issues, and dependencies.
Required Skills-
Communication Excellence-
● Exceptional written and verbal English communication.
● Outstanding business email writing skills.
● Ability to communicate confidently with international clients.
● Strong presentation and meeting facilitation skills.
Client Management-
● Strong relationship-building capabilities.
● Stakeholder management and expectation management skills.
● Ability to handle difficult conversations professionally.
● Customer-first mindset with strong ownership.
Project Coordination-
● Understanding of software development lifecycle (SDLC).
● Familiarity with Agile and Scrum methodologies.
● Ability to manage multiple clients and priorities simultaneously.
● Strong attention to detail and organizational skills.
Tools & Systems-
Experience with one or more of the following:
● Jira
● Teamwork
● ClickUp
● Asana
● Monday.com
● Microsoft Office
● Google Workspace
● CRM Systems
Preferred Experience-
● Experience in IT Services, Software Development, SaaS, Consulting, or Technology Companies.
● Experience managing US, UK, European, or international clients.
● Exposure to software development projects, cloud projects, QA engagements, or managed services.
● Experience working in a client-facing coordination or account management role.
Key Performance Indicators (KPIs)-
● Client Satisfaction Score (CSAT)
● Client Retention Rate
● On-Time Action Item Closure
● Communication Quality & Responsiveness
● Meeting Effectiveness & MOM Compliance
● Escalation Resolution Effectiveness
● Account Growth Support
● Internal Coordination Efficiency
What Success Looks Like-
● Within the first 6 months, the successful candidate will:
● Independently manage assigned client accounts.
● Build strong relationships with key stakeholders.
● Ensure timely follow-up and closure of commitments.
● Improve communication effectiveness across projects.
● Reduce management overhead through proactive coordination.
● Become a trusted advisor and communication bridge between clients and delivery teams.
Why Join HeapTrace-
● Work directly with international clients.
● Exposure to cutting-edge technology projects.
● Fast-growing organization with significant career growth opportunities.
● Collaborative and entrepreneurial work culture.
● Opportunity to develop into future leadership roles in Client Success, Account Management, or Delivery Management.