Company Description Cognerium is a technology company focused on transforming how wealth management professionals work and grow. Its flagship platform, WealthGrowth.ai, empowers advisors and sales leaders to overcome workforce stagnation and increase productivity.

By leveraging data-driven insights and intelligent automation, Cognerium helps teams better understand client needs, streamline workflows, and drive sustainable growth. The organization is committed to building tools that support advisors in delivering higher-value services and more personalized client experiences.

**Role Description The Customer Success Manager will be responsible for supporting advisors and sales leaders who use WealthGrowth.ai, ensuring they derive maximum value from the platform in their daily work. In this full time remote role, the person will onboard new customers, provide product training and guidance, and proactively monitor account health and engagement. Day-to-day responsibilities include responding to customer inquiries, troubleshooting issues, coordinating with product and engineering teams, and sharing feedback to improve the platform and user experience.

The Customer Success

Manager will also identify opportunities to enhance customer retention, nurture long-term relationships,



and support customers in leveraging data and insights to achieve their business goals. Need to be flexible for travelling to differen t cities. Qualifications

- Strong communication skills.
- Strong customer service and customer satisfaction skills, with a focus on delivering a positive end-to-end experience.
- Ability to build and maintain effective relationships, supporting customer retention and long-term partnership growth.
- Demonstrated analytical skills to interpret customer data, usage patterns, and feedback to recommend improvements.
- Experience working in customer-facing roles, preferably in SaaS, fintech, or wealth management environments.
- Excellent written and verbal communication skills, with the ability to explain complex concepts in clear, accessible language.
- Comfort working remotely, managing time independently, and collaborating with cross-functional teams in a virtual setting.
- Bachelor’s degree in Business, Finance, Communications, or a related field, or equivalent practical experience.
- Familiarity with CRM tools and customer success platforms is an advantage.

Experience : 6 years and above**

📌 Customer Success Manager (Hyderabad)
🏢 Cognerium
📍 Hyderabad