Customer Success Manager - WealthGrowth.AI
Hyderabad, Telangana, India · Full Time
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- Experience
- 2–5 yrs
- Salary
- INR 600,000 – INR 1,200,000 / year
- Openings
- 1
- Posted
- 2 மணி நேரம் முன்
- Work mode
- In office
- Education
- Any graduate
- Eligibility
- Any graduate is eligible to apply for this role.
- Resume
- Required to apply
Where you'll work
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Job description
About Cognerium AI and the Role
Cognerium AI offers an agentic AI ERP platform tailored specifically for the financial services sector. We are seeking a Customer Success Manager to oversee the entire customer lifecycle following their enrollment on WealthGrowth.AI, ensuring clients are effectively onboarded, consistently engaged, and derive significant business outcomes from our platform.
Key Responsibilities
- Manage client relationships from contract signing through onboarding and ongoing platform usage.
- Coordinate necessary onboarding processes such as data collection, platform configuration, user setup, and launches.
- Provide training to financial advisors, relationship managers, managers, and other users to maximize platform utilization.
- Collaborate closely with product and technical teams to resolve client challenges and issues during onboarding.
- Track platform engagement metrics and proactively intervene when usage declines.
- Conduct routine client meetings to evaluate progress, identify obstacles, and gather additional requirements.
- Ensure timely responses to client inquiries and support requests.
- Collect client feedback to relay product enhancement suggestions internally.
- Spot opportunities to expand platform use across teams or organizational units.
- Develop strong rapport with client leadership to act as their primary liaison with Cognerium.
Qualifications and Experience
- 2 to 5+ years in customer success, account management, client implementation, or related client-facing roles.
- Familiarity with SaaS or enterprise-grade technology platforms.
- Background in financial services, wealth management, fintech, banking, or investment sectors is highly desirable.
- Excellent communication and relationship-building capabilities with clients.
- Proven ability to coordinate with cross-functional teams including business, product, data, and technology departments.
- Experience training and supporting both end users and senior stakeholders.
Success Criteria
Effectiveness will be measured by swift client onboarding, successful platform launches, strong user adoption rates, solid client relationships, and high long-term retention.
Eligibility
The role is open to any graduate.
Location
The position is based in Hyderabad, India, requiring onsite presence.
Compensation
The salary range for this full-time role spans from 600,000 to 1,200,000 INR annually.
Minimum education
Bachelor's Degree
Industry
Financial Services