Account Manager

About Vymo

Vymo transforms how financial institutions manage their distribution networks and collections operations. Our AI-powered DMS and CMS platform serves 350,000+ users across 70+ global financial enterprises, enabling banks and insurers to optimize performance across their distribution channels, and empowering banks to drive operational excellence in collections.

Why Global Leaders Choose Vymo

Vymo partners with financial institutions through a comprehensive solution that combines deep domain expertise with cutting-edge technology. Our platform's human-centric design, coupled with enterprise-grade scalability and AI-powered intelligence, delivers measurable business outcomes while ensuring high user adoption and engagement.

Recognition & Trust

• Backed by $45M+ funding from Peak XV partners (formerly Sequoia), Emergence Capital, and Bertelsmann Investments.
• Trusted by leading global financial institutions including Berkshire Hathaway, AIA, AXA, SBI Life, HDFC Bank, Aditya Birla Capital, Tata AIA, ABSLI and many more!
• Recognized by Celent in their 2024 Distribution Management Solutions report, with an Advanced Functionality ranking.
• Featured in Gartner's Market Guide for Sales Engagement Applications and recognized as a "Strong Performer" in Forrester's Sales Engagement Wave Report.
• Microsoft 'AI for All' award winner for innovation in artificial intelligence.

Role as Account Manager

Success in this position requires the candidate to be a ninja at managing relationships, execute programs, set goals and metrics, track and ensure progress.

As an Account Manager, you will shape and drive end-to-end sales transformations for our largest Insurance and Banking customers in India and empower them to reach their digital business outcomes. You will be expected to identify and implement changes required for the same and will be the change catalyst to drive these changes. You will be required to work across the Vymo Account Team ( Project Managers, Solutioning, Presales, & Engineering) and client leadership teams to improve customer satisfaction (health score), retention and expansion of Vymos footprint across the organization. You will maintain a single-minded focus to ensure the Account is extracting the most value out of their Vymo investment and efforts of all Account Team personnel assigned to the account are coordinated and reported regularly to internal and customer executives. You will be responsible for setting customers up for success from the very beginning of a sales cycle and orchestrating and program-managing the success plan in each phase of the customer lifecycle thereafter.

Your leadership style is human-centric and you know that the best solutions are co-created by engaged and empowered teams. You have successfully navigated the, often sophisticated, relationships between Lines of Business and IT - you know how to bring out the best in our Customers as a player and coach.

Key Responsibilities

1. As an Account Manager you are responsible for orchestrating and influencing a multi-disciplinary team to maximize impact for customers throughout the entire lifecycle and achieve account goals - Account Health Metrics & Success KPIs (Adoption, CSAT, NPS), Account Profitability, and Revenue growth. Key focus area will be to develop a strategy for the account that identifies its critical success factors, measurable milestones, potential obstacles and recommended plan of action; and in the process create a repeatable and scalable processes to enable 10X growth
2. Working with PreSales and Product Team, you will be responsible for upsell and cross sell, Perform rapid assessment of landscape for clients and provide insights to accelerate action towards refining their current state. Discover the new use cases for the customer through strategic value based selling, business case definition, ROI analysis and cross channel references.
3. Keep up with the trends in the industry and platform capabilities of the competition; Educate customers on sales tech landscape and provide best practices to optimize the consumption of Vymo; Utilize customer data and metrics to gain insights into customer behavior, preferences, and satisfaction levels and accordingly help define course of action to influence the said metrics. Bring back customer captured intelligence to Vymo product, strategy, and services team to improve Vymo products and services
4. Build, maintain and leverage strong relationships with Decision Makers (Business and IT) to influence solution adoption, create strong support for new opportunities and to secure their willingness to advocate on Vymo’s behalf.
5. Ensures that Vymo launches and implementations are delivered to meet client expectations: Tracks and resolves key client issues in a proactive manner and manage expectations internally and externally; Implements and improves internal and external program governance processes example - planning workshops and program steering committee meetings
6. Develop and implement a comprehensive customer success strategy aligned with the company's goals and objectives - by clearly defining the business outcomes and the “success plan” to achieve the same along with orchestration needed by Internal & External stakeholders; Partner with customer C-level to co-align.
7. Where appropriate and required for the Account Success, providing direct oversight to the project team during the full lifecycle of the engagement, acting as the escalation point for both the customer and Vymo delivery teams
8. Learn about each channel’s business priorities and review channel / customer metrics to gain a deeper understanding of account health, drawing conclusions while identifying trends and potential risks, while driving value conversations with customers
9. As a people leader, you lead with purpose and are able to rally the multidisciplinary team to common purpose. You are effective in setting goals, defining priorities, managing performance and driving engagement and development of the team.

About You -

• You have 10+ years in leading customer-facing organizations, with a proven track record of driving customer success and revenue growth, ideally in a Customer Success, Program Management, Account Management or Consulting role.
• You are Client-Obsessed: You operate with a customer first mindset, you know customer’s businesses, their needs and challenges deeply. And network at the highest possible levels across your portfolio to ensure there is appropriate executive level engagement
• You are consultative and are able to guide, lead and coach client leadership/project teams across the lifecycle of complex programs and strategic initiatives
• You have a deep understanding of the Financial Services industry and digital transformation, especially with large Financial Services organizations
• You have the capability to recognize complicated customer and internal relationships and navigate win/win outcomes for multiple stakeholders.
• You have the ability to mobilize and inspire a diverse and geographically dispersed Vymo Account Team to drive successful business outcomes for the customer.
• You are a teacher at heart with the ability to distill technical or complex systems into simpler concepts to empower customers
• Analytical mindset with an ability to analyze data, identify trends, and make data-driven decisions.
• You are a self-starter-- willing to put fingerprints on the work.
• You have excellent communication skills. Remember communication is not what you say but what other people understand.
• You have the ability to thrive in a fast-paced, unpredictable environment
• You are a resourceful and creative problem solver, never losing sight of the “why” behind the “what”