Senior Manager of Client Success Management
Hczw Open · verified Oct 16, 2026 At a glance
Senior Customer Success role at Hczw. Mumbai · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Oversee several client relationships, act as the escalation contact, and keep each deliverable accurate and on schedule
- Check U.S. GAAP statements, SBA filings, fund allocations, waterfall calculations and investor communications
- Guide managers and associates, review their performance, and help them plan career development
- Plan team capacity, improve and standardize processes, and put controls in place for service risks
What you bring
- At least eight years in private equity, partnership or fund accounting
- A bachelor's degree in accounting or a related area; a CPA is preferred
- Background leading client relationships and service teams, with strong U.S. GAAP and private fund knowledge
- Advanced Excel capability, including complex formulas, financial models and data analysis
Who this fits
This senior role suits someone who can lead client service teams while handling technical fund accounting and reporting. The position is based in Chennai, Mumbai or Bengaluru, follows a US shift, and combines remote work with in-office training and client meetings a few days each month.
From the employer
Senior Manager of Client Success Management
Location: Chennai/Mumbai/Bengaluru
Shift: US shift
Work Mode: Hybrid
Position Overview
CSC US Funds Solutions’ group is seeking a Manager for the Client Services team with 8+ years of experience. We look for individuals who are motivated to excel and passionate about their career. We support the entrepreneurial spirit, encouraging each employee to take personal ownership and accountability for their work. We thrive because our employees are forward-thinkers and collaborative problem solvers, who are encouraged to contribute their own ideas to constantly improve processes. We are looking for people who are:
Eager to learn - people who possess a drive to learn and continually improve Team players - people who listen and share ideas with others and can collaborate with diverse groups Leaders - those who can take charge when needed and will be confident in the work they perform Professional - those who have excellent verbal and written communication skills Detail-oriented - people who pay close attention to detail and have strong organizational skills If this describes you, please investigate the position qualifications and Why Work with CSC sections below. This position has a hybrid work location with in-office training and client team meetings a few days a month and remote location available other days.
Position Responsibilities:
Client Service & Relationship Management
• Manage multiple client relationships and serve as the primary escalation point for service-related matters.
• Ensure the timely, accurate, and high-quality delivery of all client deliverables.
• Coordinate with internal stakeholders to resolve complex client issues and deliver comprehensive solutions.
Technical Oversight
• Review financial statements and supporting schedules prepared under U.S. GAAP
• Review SBA compliance reporting, including SBA Form 468 and related filings.
• Review capital call and distribution calculations and investor communications.
• Review partnership allocations, waterfall calculations, and partner capital account statements.
• Provide technical guidance on complex accounting, reporting, and client matters.
Leadership & Team Development
• Lead, mentor, and develop managers, senior associates, and associates.
• Conduct performance reviews and support career development planning.
• Promote a culture of accountability, collaboration, and client service excellence.
• Assist with recruiting, onboarding, and retention initiatives.
Operational Excellence
• Manage team capacity and resource planning to ensure appropriate staffing.
• Drive process improvements and standardization initiatives.
• Identify service delivery risks and implement appropriate controls.
• Support strategic projects, system enhancements, and organizational initiatives.
What technical skills, experience, and qualifications do you need?
• Bachelor's degree in Accounting or related field required (CPA preferred).
• 8+ years of experience in private equity, partnership, or fund accounting.
• Demonstrated experience managing client relationships and leading service delivery teams.
• Strong knowledge of U.S. GAAP and private fund structures.
• Experience with SBA-regulated funds preferred.
• Proven ability to lead, develop, and motivate high-performing teams.
• Strong project management, organizational, and problem-solving skills.
• Excellent verbal, written, and executive-level communication skills
• Advanced Microsoft Excel skills, including complex formulas, financial modeling techniques, and data analysis tools.
Not this one either?
Claude or ChatGPT reads the other 93,174 for you.
Get better matches →
