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Wokelo - Account Manager - Enterprise AI - IIM/ISB/XLRI/FMS/MDI
1 month ago
Role Overview:
We are looking for an Account Manager with a background in Financial Services and Consulting to for driving client engagements and account management, customer success and ensure seamless adoption of our AI-powered investment research platform. Our customers include some of the marquee names in Investment banking, Consulting and Private equity
In this role, you will:
- Own and manage relationships with Enterprise & Mid-Market financial clients, ensuring high engagement, retention, and expansion.
- Act as a strategic advisor, helping clients maximize the value of our platform by integrating AI-driven insights into their investment and research workflows.
- Leverage data-driven insights to track customer usage, identify opportunities for deeper engagement, and drive renewals & expansions.
- Work cross-functionally with Sales, Product, and Engineering teams to align customer needs with our product roadmap.
Location: India- Remote
This role requires working in an overlap of India and US Eastern time zones (Starting 3 PM IST onwards).
Responsibilities:
- Customer Engagement & Success: Build and nurture long-term relationships with key accounts, ensuring seamless onboarding, activation, and continued value realization.
- Account Growth & Retention: Drive engagements, renewals, upsell/cross-sell opportunities, and reduce churn by providing high-impact insights and best practices.
- Strategic Consulting: Guide clients-Private Equity firms, Investment Banks, and Asset Managers-on how to integrate AI-driven intelligence into their workflows.
- Proactive Issue Resolution: Actively address customer concerns, provide solutions, and serve as a trusted advisor for investment research professionals.
- Data-Driven Decision Making: Monitor key usage metrics like NRR, churn, and engagement, and use analytics to optimize customer success strategies.
- Market & Product Feedback Loop: Work with internal teams to ensure our product continuously evolves to meet the needs of the investment research industry.
Who you are?
- MBA from a Top-tier institute is mandatory.
- 1-2 years of post-MBA experience in Financial services including Enterprise Account Management, Investment Research, Financial Services, or Fintech is preferred
- Strong understanding of investment research, financial modelling, and capital markets.
- Ability to leverage analytics tools to monitor client engagement and boost platform adoption.
- Excellent communication and presentation skills, with experience in guiding senior stakeholders and investment professionals.
- Hands-on, execution-oriented, and comfortable working in a high-growth startup environment.
- Proficiency in CRM tools, Customer Success software, and MS Office.
Why Join Us?
- Be a Founding Team Member: Work at a rapidly growing AI startup with exceptional traction among the world's largest investment firms.
- Competitive Compensation & Equity: We offer top-of-market salary packages along with ESOPs.
- Comprehensive Benefits: Full health insurance coverage, flexible vacation policy, and a remote-friendly work environment.
- Global Exposure: Collaborate with industry leaders and attend bi-annual offsites for strategic alignment and team-building.
