Account Manager

Biz2X, a subsidiary of Biz2Credit – USA’s largest digital SME lender, we are revolutionizing digital lending across global markets. Backed by marquee investors like Westbridge Capital and Nexus Venture Partners, Biz2X powers next-gen lending for banks and NBFCs through a cutting-edge SaaS platform.

Our platform is trusted by over 35 financial institutions worldwide. We are amongst the first few in the industry to introduce AI-driven innovations like the Agentic AI Bot, Digital Site Visits, and Biz Analyzer Score, dramatically improving loan turnaround times and reducing operational costs of lenders.

Recognized by CNBC, Financial Times, and Deloitte Fast 500, Biz2X is at the forefront of digital financial services innovation.

Key Responsibilities:

• Serve as the primary point of contact for key clients, ensuring satisfaction and long-term partnership.
• Develop and maintain strong relationships with clients to understand their needs and deliver tailored solutions.
• Engage with clients in the digital lending, fintech, or BFSI space to understand business goals and deliver tailored SaaS solutions
• Coordinate across internal teams to execute events and campaigns seamlessly.
• Manage project timelines, budgets, and deliverables while ensuring quality.
• Resolve client issues proactively with a solutions-focused approach.
• Present periodic performance reports and conduct review meetings with clients.
• Identify and pursue upselling and cross-selling opportunities to expand client engagement.

Required Skills & Competencies:

• Excellent communication and interpersonal skills.
• Understanding of SaaS products, digital lending workflows (LOS, LMS, BRE), or fintech ecosystems
• Strong project management and multitasking abilities.
• Client-centric mindset with high attention to detail.
• Proven ability to manage complex client accounts and expectations.
• Adaptability in a dynamic, deadline-driven environment.

Preferred Qualifications:

• MBA in Marketing, Communications, Business, or a related field.
• Minimum of 5 years of experience in account management, client servicing, or event management roles.
• Experience in managing B2B or B2C campaigns and client portfolios.
• Strong presentation and stakeholder management skills

Consistently certified as Great Place to Work at the forefront of fintech, Biz2X is building the future of embedded finance and digital credit infrastructure in India. If you’re passionate about helping clients grow, driving strategic value, and shaping the next phase of digital transformation in lending—this is the place for you.