About Meta Morph:
We at Meta Morph, empower startups to scale and innovate by placing people at the center of their strategy. With a proven track record of supporting over 220 startups, we specialize in aligning talent with organizational needs, enhancing employee skills, and transforming employer brands. Our data-driven insights fuel decision-making and provide comprehensive support for both acquisition and being acquired, ensuring you are covered from every angle—360 °
About Our Clien t:
Our client is an AI-powered finance automation platform that streamlines and modernizes financial operations, offering a unified solution integrating bill payments, smart banking, AI-driven accounting, expense management, and treasury service.
Key Responsibilities
Own the full post-sales lifecycle onboarding, adoption, retention, and expansion.
Drive seamless onboarding and ensure customers realize value within the first 30–60 days.
Build strong relationships with founders, finance teams, and key decision-makers.
Monitor customer health metrics and proactively mitigate churn risks.




Conduct regular check-ins and business reviews to drive engagement and long-term partnerships. Identify upsell and cross-sell opportunities in collaboration with Sales.
Own renewals and work towards strong Net Revenue Retention (NRR).
Act as the voice of the customer internally — collaborating with Product, Sales, and Operations teams.
Stay updated on fintech, spend management, and market trends to better guide customers.
We’re looking for someone who:
1-3 years of experience in Customer Success / Account Management / Saa S roles.
Experience managing B2 B customers (finance teams, founders, CXOs preferred).
Strong stakeholder management and relationship-building skills.
Data-driven mindset with ability to track adoption and health metrics.
Ability to work independently in a fast-paced startup environment.
Robust communication and problem-solving skills.
Finance / fintech understanding is a plus.

📌 Customer success manager |1-3 yrs | b2b fintech startup | saas | bengaluru | pre series a
🏢 MetaMorph
📍 Bengaluru