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

c **e

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 early-stage startup, not a 9-to-5 CS s
- eatPrior 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 SaaS pro
- ductHigh ownership, high visibility role shaping how Affluense scales customer success as a func
- tionBe part of a lean, rapid-moving team backed by top inves

tors

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