⚡ New

Founder‘s Office - Customer Success Manager

Affluense

Bangalore BazaarFull-timeMid LevelOn-site

Job Description

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 strong 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 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
lus

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, fast-moving team backed by top inves
tors

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