About VymoVymo transforms how financial institutions manage their distribution networks and collectionsoperations.Our AI-powered DMS and CMS platform serves 350,000+ users across 70+ globalfinancial enterprises, enabling banks and insurers to optimize performance across theirdistribution channels, and empowering banks to drive operational excellence in collections.Why Global Leaders Choose VymoVymo partners with financial institutions through a comprehensive solution that combines deepdomain expertise with cutting-edge technology. Our platform's human-centric design, coupledwith enterprise-grade scalability and AI-powered intelligence, delivers measurable businessoutcomes 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 anAdvanced Functionality ranking.● Featured in Gartner's Market Guide for Sales Engagement Applications and recognized asa /"Strong Performer/" in Forrester's Sales Engagement Wave Report.● Microsoft 'AI for All' award winner for innovation in artificial intelligenceExplore Vymo at The evolution of Vymo as a product can be broadly divided into three phasesLead and Activity Management: We provided a mobile-first lead and activity managementtool that enabled large enterprises with distributed field sales teams to digitize their salesprocesses and get real time visibility into their team’s productivity.Sales Engagement Platform: We built capabilities like nudges, goals, playbooks,performance dashboards etc that enabled large financial institutions to improve their businessoutcomes(faster time to convert, higher sales, increased productivity etc).Distribution Management Platform: We are currently in this phase. With a significantincrease in the number of apps an average seller uses to perform their day-to-day businessactivities,financial institutions are looking to consolidate their tech stack. In addition, we realizethat we have an opportunity to become an insurance “core system” by owning the end-to-endadvisor life cycle - recruitment, onboarding, training, selling, engagement and performancemanagement.About the RoleExperience: 6+ yearsQualification: MBA (Tier 1/2 preferred)Background: Management Consulting (mandatory)Location: MumbaiRole Type: Full-time, Customer Success / Strategic AccountsWe are looking for a Customer Success Manager with a strong consulting toolkit and hands-on experience in digital transformation, analytics, product strategy, and program delivery. In this role, you will partner with enterprise customers to drive business outcomes through our CRM + AI-enabled platforms. You will act as a trusted advisor—aligning product capabilities to customer goals, shaping roadmaps, and orchestrating cross-functional teams to ensure value realization.This is an ideal role for someone who thrives at the intersection of business, technology, product, and analytics, and enjoys solving complex problems in fast-paced, high-growth environments.Key ResponsibilitiesOwn senior stakeholder relationships (CXOs/Product/Ops) and drive strategic account plans.Lead digital transformation initiatives across CRM, AI, analytics, and workflow automation.Use analytics to identify usage trends, gaps, and optimization opportunities; build dashboards and reports. Manage the full customer lifecycle, focusing on account growth, retention, and ensuring KPIs (Adoption, CSAT, NPS) are met Influence product roadmap by capturing customer feedback and shaping feature requirements.Lead Agile programs—sprints, delivery management, onboarding, and risk mitigation.Collaborate with Product, Engineering, Solutions, and Support to ensure seamless execution and value delivery.RequirementsMBA from a reputed institute (Tier 1/2 preferred).6+ years of total experience, with at least 3 years in management consulting (Bain, BCG, McKinsey, Deloitte, EY, KPMG, Accenture Strategy, ZS, etc.)—mandatory.Experience in digital transformation, advanced analytics, CRM tools, AI-enabled platforms, or similar domains.Strong exposure to product strategy, agile program management, and stakeholder engagement.Proven ability to work with cross-functional teams in fast-paced environments.Exceptional communication, presentation, and problem-solving skills.
Job Title
Customer Success Manager