Vymo Asia
Website:
vymo.com
Job details:
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
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 BFSI enterprises and co-create agentic, AI-driven transformation strategies. By bridging the gap between presales discovery and long-term value realization, you will position Vymo as an indispensable strategic partner, driving deep platform adoption, quantifiable ROI, and account retention.
What You Will Do
Strategic Discovery
- Lead Discovery & Problem Definition: Conduct structured discovery sessions, stakeholder interviews, and process mapping to uncover client bottlenecks and operational challenges across banking, insurance, and NBFC workflows.
- Design Transformation Solutions: Architect scalable business solutions and operating model improvements that align Vymo’s AI and orchestration capabilities with client business outcomes.
- Co-Create Implementation Hypotheses: Define success metrics, project scopes, and value realization frameworks for enterprise pilots and multi-phase rollouts.
Value Realization
- Quantify ROI: Build defensible, data-driven ROI models using client operational data to prove measurable value creation.
- Align Executive Leadership: Partner with client business, finance, and operations leaders to continuously track, refine, and present business impact.
- Drive Data-Led Success: Leverage platform analytics to monitor adoption metrics (CSAT, NPS, active engagement) and proactively identify optimization opportunities.
Account Expansion Leadership
- Partner with Sales Teams: Work alongside Account Directors throughout the sales and expansion cycles—shaping value propositions, solution narratives, and executive presentations.
- Bridge Presales to Success: Ensure commercial commitments are aligned with technical feasibility, operational constraints, and long-term value delivery.
- Develop Presales Assets: Build reusable discovery frameworks, solution patterns, and ROI calculators to elevate team-wide sales enablement and presales excellence.
Lifecycle Management & Escalation Ownership
- Own Account Health & Retention: Drive the complete customer success lifecycle, managing account health, mitigating risk, and securing long-term retention and account expansion.
- Cross-Functional Collaboration: Act as the primary liaison between clients and internal Product, Engineering, and Implementation teams to guide product roadmaps based on field insights.
- Serve as Executive Escalation Point: Resolve complex technical or operational challenges with maturity, speed, and executive 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.
- 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.
- Education: Bachelor’s degree in Engineering, Business, Computer Science, or a related field; Advanced degree (MBA) is a plus.
- Data-Driven Problem Solving: Expertise in analyzing client data sets to isolate root causes, map operational flows, and construct financial value cases.
- 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 Fast-Paced Environments: Thrives amidst ambiguity, balancing strategic long-term vision with real-time execution priorities.
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