3+ KPI management Jobs in Delhi, NCR and Gurgaon | KPI management Job openings in Delhi, NCR and Gurgaon

Required Skills: Excellent Communication Skills, Project Management, SQL queries, Expertise with Tools such as Jira, Confluence etc.

Criteria:

• Candidate must have Project management experience.
• Candidate must have strong experience in accounting principles, financial workflows, and R2R (Record to Report) processes.
• Candidate should have an academic background in Commerce or MBA Finance.
• Candidates must be from a Fintech/ Financial service only.
• Good experience with SQL and must have MIS experience.
• Must have experience in Treasury Module.
• 3+ years of implementation experience is required.
• Candidate should have Hands-on experience with tools such as Jira, Confluence, Excel, and project management platforms.
• Need candidate from Bangalore and Delhi/NCR ONLY.
• Need Immediate joiner or candidate with up to 30 Days’ Notice period.

Description

Position Overview

We are looking for an experienced Implementation Lead with deep expertise in financial workflows, R2R processes, and treasury operations to drive client onboarding and end-to-end implementations. The ideal candidate will bring a strong Commerce / MBA Finance background, proven project management experience, and technical skills in SQL and ETL to ensure seamless deployments for fintech and financial services clients.

Key Responsibilities

• Lead end-to-end implementation projects for enterprise fintech clients
• Translate client requirements into detailed implementation plans and configure solutions accordingly.
• Write and optimize complex SQL queries for data analysis, validation, and integration
• Oversee ETL processes – extract, transform, and load financial data across systems
• Collaborate with cross-functional teams including Product, Engineering, and Support
• Ensure timely, high-quality delivery across multiple stakeholders and client touchpoints
• Document processes, client requirements, and integration flows in detail.
• Configure and deploy company solutions for R2R, treasury, and reporting workflows.

Required Qualifications

• Bachelor’s degree Commerce background / MBA Finance (mandatory).
• 3+ years of hands-on implementation/project management experience
• Proven experience delivering projects in Fintech, SaaS, or ERP environments
• Strong expertise in accounting principles, R2R (Record-to-Report), treasury, and financial workflows.
• Hands-on SQL experience, including the ability to write and debug complex queries (joins, CTEs, subqueries)
• Experience working with ETL pipelines or data migration processes
• Proficiency in tools like Jira, Confluence, Excel, and project tracking systems
• Strong communication and stakeholder management skills
• Ability to manage multiple projects simultaneously and drive client success

Qualifications

• Prior experience implementing financial automation tools (e.g., SAP, Oracle, Anaplan, Blackline)
• Familiarity with API integrations and basic data mapping
• Experience in agile/scrum-based implementation environments
• Exposure to reconciliation, book closure, AR/AP, and reporting systems
• PMP, CSM, or similar certifications

Skills & Competencies

Functional Skills

• Financial process knowledge (e.g., reconciliation, accounting, reporting)
• Business analysis and solutioning
• Client onboarding and training
• UAT coordination
• Documentation and SOP creation

Project Skills

• Project planning and risk management
• Task prioritization and resource coordination
• KPI tracking and stakeholder reporting

Soft Skills

• Cross-functional collaboration
• Communication with technical and non-technical teams
• Attention to detail and customer empathy
• Conflict resolution and crisis management

What We Offer

• An opportunity to shape fintech implementations across fast-growing companies
• Work in a dynamic environment with cross-functional experts
• Competitive compensation and rapid career growth
• A collaborative and meritocratic culture

About MyOperator

MyOperator is a Business AI Operator, a category-leader that unifies WhatsApp, Calls, and AI-powered chat & voice bots into one intelligent business communication platform. Unlike fragmented communication tools, MyOperator combines automation, intelligence, and workflow integration to help businesses run WhatsApp campaigns, manage calls, deploy AI chatbots, and track performance — all from a single, no-code platform. Trusted by 12,000+ brands including Amazon, Domino's, Apollo, and Razorpay, MyOperator enables faster responses, higher resolution rates, and scalable customer engagement — without fragmented tools or increased headcount.

Role Overview

The Team Lead Customer Success will lead a team of Customer Success Representatives, ensuring high levels of customer satisfaction, retention, and growth. This role involves managing team performance, driving process improvements, and fostering strong customer relationships. 

Responsibilities: 

Revenue Growth and Retention: 

• Drive upsell and cross-sell initiatives to maximize customer value. 
• Implement strategies for revenue retention and expansion within the existing customer base.
• Monitor and improve product adoption rates among customers. 
• Develop and execute churn management strategies to minimize customer attrition.

Team Leadership and Management: 

• Lead, mentor, and develop a team of Customer Success Representatives
• Set team goals, monitor performance, and provide regular feedback and coaching.
• Conduct performance reviews and identify training needs. 
• Ensure team adherence to established processes and best practices. 

Customer Relationship Management: 

• Oversee and manage key customer relationships. 
• Address and resolve escalated customer issues in a timely and effective manner.
• Proactively identify and mitigate potential customer risks. 
• Drive customer satisfaction and loyalty initiatives. 

Client Onboarding: 

• Oversee the onboarding process for new clients, ensuring a satisfactory experience.
• Develop and refine onboarding procedures to facilitate future upsell and cross-sell opportunities. 

Process Improvement and Optimization: 

• Identify areas for process improvement within the Customer Success department.
• Develop and implement strategies to enhance efficiency and effectiveness.
• Monitor key metrics and generate reports on team and customer performance.
• Utilize data to make informed decisions and drive continuous improvement. 

Collaboration and Communication: 

• Collaborate with other departments, including Sales, Product, and Support, to ensure a seamless customer experience. 
• Communicate effectively with team members, management, and customers.
• Participate in meetings and provide updates on team activities and customer issues. 

Qualifications

• Bachelor’s degree in Business Administration, Marketing, or a related field.
• 3+ years of experience in customer success and account management. 
• 2+ years of prior experience in a team lead or management role. 
• Proven experience in customer success, account management, 
• Proven team management experience.
• Strong communication, interpersonal, and problem-solving skills. 
• Proficiency in CRM software and other relevant tools. 
• Experience in the cloud telephony or SaaS industry is a plus. 

Key Skills: 

• Leadership and team management 
• Customer relationship management 
• Process improvement 
• Communication and interpersonal skills 
• Problem-solving 
• Data analysis 
• CRM software proficiency 

Additional Information 

• Opportunity for growth and advancement. 
• Dynamic and collaborative work environment 
• Chance to work with cutting-edge technology and solutions.

About Us

We are an AI-Powered CX Cloud that enables enterprises to transform customer experience and boost revenue with our APIs by automating and analyzing customer interactions at scale. We assist across multiple voices and non-voice channels in 30+ languages whilst coaching and training agents with minimal costs.

The problem we are solving

In comparison to worldwide norms, customer support in traditional contact centers is quite appalling, due to a high number of queries, insufficient capacity of agents and inane customer support systems, businesses struggle with a multi-fold rise in customer discontent and bounce rate, resulting in connectivity failure points between them and customers. To address this issue, IITian couple Manish and Rashi Gupta founded Rezo's AI-Powered CX Cloud for Enterprises 2018 to help businesses avoid customer churn and boost revenue without incurring financial costs by providing 24x7 real-time responses to customer inquiries with minimal human interaction.

Roles and Responsibilities:

• Ability to synthesize complex data into actionable goals and act as the custodian for everything on data and insights.  
•  Ensuring data sanctity through instrumentation and monitoring data quality to meet the business needs of the company Developing and monitoring KPIs for each vertical of the business.
• (Revenue/Sales/Finance/Campaigns/Content/Marketing), and at an overall business level and constantly driving the company towards meeting the KPIs.
• Generating product and user insights and working closely with the Product manager to make product and design decisions
• Having a product out view towards problem-solving – Market and competitor research to understand the trends in product design, continuous A/B testing to grow the product KPIs, etc
•  Owning and improving the core issues related to the product.
• Create and maintain client relationships.
• Stay up to date with new products/services and competitors
• Interpersonal skills to work closely with various stakeholders who may have competing interests

Requirements:

• Previous experience in Business / Systems Analysis or Quality Assurance
• 2-5 years of experience
• A degree in IT / Computer Science
• Proven experience in eliciting requirements and testing
• Experience in analyzing data to draw business-relevant conclusions and in data visualization techniques and tools
• Solid experience in writing SQL queries
• Basic knowledge in generating process documentation
•  Strong written and verbal communication skills including technical writing skills

Life at Rezo.AI:

• We take transparency very seriously. Along with a full view of team goals, get a top-level view across the board with our regular town hall meetings.
•  A highly inclusive work culture that promotes a relaxed, creative, and productive environment.
• Practice autonomy, open communication, and growth opportunities, while maintaining a perfect work-life balance.
• Go on company-sponsored offsites and blow off steam with your work buddies.

Perks & Benefits:

Learning is a way of life. Unlock your full potential backed with cutting-edge tools and mentorship. Get the best-in-class medical insurance, programs for taking care of your mental health, and a Contemporary Leave Policy (beyond sick leaves)

Why Us?

We are a fast-paced start-up with some of the best talents from diverse backgrounds. Working together to solve customer services problems. We believe a diverse workforce is a powerful multiplier of innovation and growth, which is key to providing our clients with the best possible service and our employees with the best possible career. Diversity makes us smarter, more competitive, and more innovative.

Explore more here:

http://www.rezo.ai/" target="_blank">www.rezo.ai