Wokelo - Account Manager - Enterprise AI - IIM/ISB/XLRI/FMS/MDI (1-4 yrs)

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.