Website:
affluense.ai
Job details:
Founder's Office - Customer Success Manager | Affluense
đź“Ť 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
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, fast-moving team backed by top inves
tors
Click on Apply to know more.
