POD Lead - Customer Success/Product Implementation

About Dvara Solutions:

Dvara Solutions is an ISO 27001:2022 certified and Great Place to Work recognized product company that enables financial institutions to deliver highly customer-centric and cost-effective digital financial services.

Our flagship platform Perdix is a feature-rich, agile, end-to-end financial services solution designed to manage origination, servicing, and analytics across loans, savings, insurance, and payments. Perdix LP (Liquidity Platform) is an LMS-agnostic middleware built specifically for co-lending, enabling multi-lender loan components, blended rates, lender-specific workflows, and repayment structures. Complementing these, our AI product Dialog from the Perdix.AI suite enables structured, video-based personal discussions with automated transcription, multilingual support, and credit-system integrations to drive efficient decision-making and deeper reach-especially in underserved markets.

Together, these platforms support comprehensive customer lifecycle management, loan management, audit workflows, mobile-first operations, and advanced analytics, giving financial institutions a competitive, scalable, and compliant digital edge.

Join Dvara Solutions as a POD Leader, driving customer adoption and value through our fintech products. Experience in onboarding or product implementation is preferred.

Key Responsibilities:

- Build strong, long-term relationships with clients by understanding their business processes, goals, and challenges.

- Serve as the primary point of contact for all post-sale activities and ongoing account management.

- Organize and lead monthly steering committee meetings with key stakeholders to review product adoption, performance, feedback, and upcoming priorities.

- Travel periodically to client locations for relationship management, product reviews, and strategic discussions.

- Monitor product usage and client engagement; proactively address issues to ensure satisfaction, adoption, and retention.

- Collaborate with internal teams (Support, Product, Engineering, Training) to resolve client concerns and deliver a seamless customer experience.

- Capture structured feedback and insights from clients and share them with internal product and service teams for continuous improvement.

- Identify opportunities for upselling and cross-selling in coordination with the sales team.

- Maintain accurate account documentation, including success plans, communication logs, and engagement metrics.

Desired Candidate Profile:

- Experience working with clients in NBFC's, banks, lending, or fintech domain.

- Good understanding of lending workflows and digital financial products.

- Strong interpersonal, communication, analytical, and problem-solving skills.

- Ability to manage multiple client accounts in a fast-paced, customer-facing role.

- Willingness to travel periodically to client locations as required.

- Customer-first mindset with a collaborative and solution-oriented approach.

- Basic knowledge of SQL and comfort with data insights will be an added advantage.

Why Join Us:

Gain deep product, domain, and customer strategy exposure while working with cross-functional teams in a fast-growing product company. Grow your career toward leadership in Customer Success, Product Consulting.