Description

About the company

Auquan builds autonomous AI agents that eliminate repetitive work across institutional finance. Our agents power workflows across credit, investment, ESG, and compliance for firms like MetLife, T. Rowe Price, BC Partners, and ERM.

We’re a Series A company defining a current category: agentic AI for institutional workflows. Today, 40% of the world’s top 50 financial institutions use Auquan.

Our constraint is no longer demand — it's how quickly we can turn initial deployments into deep, multi-team platform relationships.

Customer

Success is central to whether that happens.

Requirements The Role

We're hiring our first dedicated UK Customer Success Manager to own post-sale relationships across UK/EMEA enterprise accounts.

Your job is to ensure customers are getting the full value from their accounts, and to translate usage patterns into signals that drive retention and growth. You’ll own adoption, account health, and the feedback loop between clients and the rest of the business. You'll also build the CS function from scratch: playbooks, health scoring, QBR frameworks, renewal processes.

What You'll Do
Running a structured account health cadence: knowing which accounts are healthy, drifting, or at risk well before renewal




Driving adoption post-delivery: ensuring clients independently use what's been built and see measurable impact in their workflows
Observing usage patterns to identify where workflows are underused, where friction exists, and where adjacent opportunities are emerging — and surfacing that to Sales and Outcomes
Building relationships across each account at multiple levels, from day-to-day users to executive sponsors
Running QBRs tied to client investment processes and strategic priorities — the kind that deepen relationships and surface current conversations
Owning client escalations end-to-end from basic access and technical issues through to complex workflow problems: building triage and response patterns so issues are resolved once and don't recur
Providing subject matter expertise in the domains you support (e.g. ESG, credit) so you can translate client feedback into accurate, actionable signal for Product, Research, and Outcomes
Feeding structured signal to Product on recurring friction, adoption gaps, and where clients are pulling hardest
Building the CS function: health scoring models, renewal playbooks, Sales handover standards, onboarding frameworks

📌 Customer Success Manager Bengaluru
🏢 Auquan
📍 Bengaluru