Founder's Office - Customer Success Manager | Affluense

Bengaluru | Full-time About Affluense

Affluense (by Saleazy Technologies) is an AI-powered B2 B 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" quick 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 n Build strong relationships with key stakeholders (RMs, team leads, decision-makers) at customer organization s Run regular check-ins, QBRs,



and training sessions to maximize product utilizatio n Own 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 rs Work cross-functionally with sales, product, and data teams as part of the Founder's Offi c e What We're Looking F or

1–5 years in Customer Success, Account Management, or Client Servicing — BFSI/fintech/Saa S background prefer red Strong communication and stakeholder management skills; comfortable engaging with senior wealth management profession als Data-driven mindset — comfortable tracking usage metrics, spotting adoption gaps, and running structured playbo oks High ownership and hustle — this is a Founder's Office role in an early-stage startup, not a 9-to-5 CS s eat Prior experience with wealth management, private banking, or financial services professionals is a strong p l us Why J oin

Work directly with the founding team on a fast-growing enterprise Saa S pro duct High ownership, high visibility role shaping how Affluense scales customer success as a func tion Be part of a lean, fast-moving team backed by top inves tors

📌 Founder's Office - Customer Success Manager (Bengaluru)
🏢 Affluense
📍 Bengaluru