About the Role

MoneyKarma isnt just another fintech company were redefining how 1.4 billion Indians access credit, buy homes, and build wealth. Weve built an AI-powered platform that connects homebuyers with the right banks, helps real estate developers identify high-intent customers, and simplifies complex financial decisions into seamless digital experiences. As a Customer Success Lead, youll manage on-site operations at builder locations leading from the front while ensuring your team delivers exceptional customer experiences and hits revenue targets. This role is for experienced professionals whove proven they can sell, serve customers, and are ready to lead teams.

What Youll Do

Lead On-Site Operations: Manage MoneyKarma presence at multiple builder sites. Ensure seamless customer experience from inquiry to loan disbursal.
Drive Conversions & Revenue: Own monthly and quarterly targets for your sites. Build and run high-velocity sales funnels that deliver results.
Handle High-Value Customers: Personally manage complex cases and premium customers. Use consultative selling to guide them to the right solutions.
Build & Coach Your Team: Recruit, train, and mentor Home Loan Advisors. Create a culture of customer obsession and performance.
Strengthen Builder Relationships: Work closely with builder sales teams and site managers. Your relationships ensure priority access and referral flow.
Be the Ground-Level Strategist: Bring market insights, competitive intelligence, and customer patterns to leadership. Your observations shape company strategy.

Required

2-5 years of experience in sales, customer success, or relationship management
Proven track record of meeting or exceeding sales targets
Experience in customer-facing roles banking, insurance, real estate, retail, or hospitality
Strong communication and interpersonal skills you connect with customers from all walks of life
Comfort with on-ground work this is a field role, not a desk job
Leadership mindset youve mentored juniors or led small teams

Preferred

Experience in home loans, mortgages, or financial services
Background in real estate or builder ecosystem
MBA or graduate degree from a reputed institution

Compensation

Competitive base + performance-linked incentives + growth bonuses

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

Customer Success Lead - On-Site Operations

Job Description

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