Account Manager - Customer Success

Job description Role not for you, but know the perfect person for itRefer a friend, and make Rs 10K if successfully placed :) Refer Earn! A high-growth, AI-powered platform transforming investment research is looking for an Account Manager with a background in financial services or consulting to lead client success, adoption, and engagement across enterprise accounts. Key Responsibilities Manage 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 For MBA 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 Role: Financial Analyst Industry Type: IT Services & Consulting Department: Finance & Accounting Employment Type: Full Time, Permanent Role Category: Finance Education UG: Any Graduate PG: Any Postgraduate Key Skills Investment researchAnalyticalConsultingProduct salesCustomer engagementStakeholder managementFinancial modellingFinancial servicesAnalyticsCRM