20 Aug
|
Affluense
|
Bengaluru
20 Aug
Affluense
Bengaluru
Founder's Office - Customer Success Manager | Affluense
? Bengaluru | Full-time
About Affluense
Affluense (by Saleazy Technologies) is an AI-powered B2B HNI intelligence and prospecting platform built for India's wealth management and BFSI ecosystem. We help RMs and wealth teams discover, profile, and engage high-net-worth prospects faster. Backed by Zeropearl VC, Kunal Shah (CRED), and Pravin Jadhav (Dhan).
About the Role
We're hiring a Customer Success Manager to sit in the Founder's Office and own two connected motions: converting trial accounts into paying customers, and driving deep product adoption, seat expansion, and renewal across our existing enterprise base.
What You'll Do
Trial Conversion
Own onboarding and activation for accounts in active trial, driving them to "aha moment" fast
Track trial usage and engagement to identify stalled accounts and intervene proactively
Demonstrate clear ROI to convert trials into paying customers
Retention & Expansion (Paid Accounts)
Drive seat expansion and upsell within existing accounts by increasing RM/user adoptio
nBuild solid relationships with key stakeholders (RMs, team leads, decision-makers) at customer organization
sRun regular check-ins, QBRs, and training sessions to maximize product utilizatio
nOwn retention and renewal targets, and be directly accountable for NRR/logo retentio
n
Cross-cuttin
g
Be the voice of the customer internally — feed insights back to product and founde
rsWork cross-functionally with sales, product, and data teams as part of the Founder's Offi
ce
What We're Looking F
or
1–5 years in Customer Success, Account Management, or Client Servicing — BFSI/fintech/SaaS background prefer
redStrong communication and stakeholder management skills; comfortable engaging with senior wealth management profession
alsData-driven mindset — comfortable tracking usage metrics, spotting adoption gaps, and running structured playbo
oksHigh ownership and hustle — this is a Founder's Office role in an
📌 Founder's Office (Bengaluru)
🏢 Affluense
📍 Bengaluru