Vymo transforms how financial institutions manage their distribution networks and collections operations. Our AI-powered DMS and CMS platform serves 350,000+ users across 70+ global financial enterprises, enabling banks and insurers to optimize performance across their distribution channels, and empowering banks to drive operational excellence in collections.

Why Global Leaders Choose Vymo

Vymo partners with financial institutions through a comprehensive solution that combines deep domain expertise with cutting-edge technology. Our platform's human-centric design, coupled with enterprise-grade scalability and AI-powered intelligence, delivers measurable business outcomes while ensuring high user adoption and engagement.

Recognition & Trust

- Backed by $45M+ funding from Peak XV partners (formerly Sequoia), Emergence Capital, and Bertelsmann Investments.
- Trusted by leading global financial institutions including Berkshire Hathaway, AIA, AXA, SBILife, HDFC Bank, Aditya Birla Capital, Tata AIA, ABSLI and many more!
- Recognized by Celent in their 2024 Distribution Management Solutions report, with an Advanced Functionality ranking.
- Featured in Gartner's Market Guide for Sales Engagement Applications and recognized as a "Strong Performer" in Forrester's Sales Engagement Wave Report.
- Microsoft 'AI for All' award winner for innovation in artificial intelligence

The Role As a Senior Customer Success Manager at Vymo, you will operate at the intersection of strategic consulting, technical solutioning, and enterprise account growth. You won't just manage relationships—you will lead discovery to diagnose operational bottlenecks across large enterprise banking institutions and co-create agentic, AI-driven transformation strategies.

By grounding your work in deep banking domain expertise (spanning retail banking, corporate banking, wealth management, and distribution channels),



you will bridge the gap between presales discovery and long-term value realization, positioning Vymo as an indispensable strategic partner while driving deep platform adoption, quantifiable ROI, and account retention.

What You Will Do

Strategic Discovery & Banking Transformation

- Lead Discovery: Run workshops and interviews to find operational bottlenecks across retail, corporate banking, and insurance workflows.
- Design Solutions: Build scalable business solutions that match Vymo’s AI platform to client sales goals and workflows.
- Plan Rollouts: Set success metrics, project scope, and value milestones built for strict banking regulations.

Value Realization & Executive Alignment

- Prove ROI: Use client data to build strong financial models showing productivity gains, higher conversions, and lower turn-around time.
- Engage C-Suite: Partner with bank executives across business, risk, and IT to report ongoing business impact.
- Track Adoption: Use platform metrics to monitor user engagement, feature usage, and CSAT to find improvements.

Account Expansion & Presales Partnership

- Drive Growth: Work with Account Directors to create pitches and value stories for upsell opportunities.
- Align Commitments: Make sure sales promises match technical feasibility, bank security rules, and real-world delivery.
- Build Assets: Create reusable discovery templates, playbooks, and ROI calculators for the wider sales team.

Lifecycle Management & Escalation Ownership

- Protect Retention: Manage account health and mitigate risks to secure long-term client retention.
- Guide Product Strategy:



Share field insights with internal product and engineering teams to shape our product roadmap.
- Resolve Issues: Handle complex technical, operational, and integration escalations with speed and tact.

What You Will Bring

Experience and Fluency

- 8+ Years of Experience in Enterprise Customer Success, Technical Account Management, PreSales, or Strategy/Operations Consulting within B2B SaaS.
- Education: Bachelor’s degree in Engineering, Business, Computer Science, or a related field; Advanced degree (MBA) is a plus.
- BFSI Domain Familiarity: Experience working with Banks, NBFCs, or Insurance institutions, understanding their operational workflows, compliance considerations, and sales models.
- Proven Track Record: Demonstrated success driving account retention, expansion, and high adoption across complex, multi-stakeholder enterprise accounts.
- Consultative Communication: Exceptional verbal and written presentation skills to command credibility with C-suite and senior leadership across BFSI enterprises.
- PreSales & Discovery Frameworks: Hands-on experience structuring discovery methodologies and shaping deal narratives alongside enterprise sales teams.

Mindset and Core Traits

- High-Agency & Ownership: Proactive self-starter who takes end-to-end accountability for client outcomes and business impact without waiting for direction.
- Consultative Empathy & Tact: Highly mature and poised under pressure, capable of navigating tough client conversations and organizational complexities with grace.
- Curious & Product-Minded: Deeply curious about how technology solves human operational problems, constantly bringing customer insights back to shape internal product strategy.
- Adaptable in Quick-Paced Environments: Thrives amidst ambiguity, balancing strategic long-term vision with real-time execution priorities.

📌 Senior Customer Success Manager — Banking & BFSI Transformation (Mumbai)
🏢 Vymo Asia
📍 Mumbai