Account Manager - Customer Success

• Key ResponsibilitiesManage relationships with enterprise and mid-market clients in finance
• Drive customer engagement, renewals, and upsell opportunities
• Advise clients on integrating AI insights into investment workflows
• Collaborate with Product, Sales, and Engineering to align on client needs
• Use analytics to improve adoption and reduce churn
• Capture feedback to inform product development

What We re Looking ForMBA from a top-tier institution (mandatory)

• 1-2 years of post-MBA experience in financial services, consulting, or fintech
• Knowledge of capital markets, investment research, and financial modeling
• Strong communication skills and stakeholder management experience
• Analytical, hands-on, and comfortable in a fast-paced startup environment
• Familiarity with CRM, analytics, and customer success tools