is a leading Conversational AI SaaS company focused on providing cutting-edge solutions to the financial services industry. We serve close to 100 financial institutions today. We are one of the fastest-growing AI + financial technology companies in the industry, and we have grown 1600% in the last one year and recently featured as one of the top 100 fastest-growing fintech companies in Silicon Valley. Our mission is to empower every financial institution to scale efficiently and help its customers achieve financial wellness.


Our core technology is built 100% in-house with several breakthroughs in Natural Language Understanding. Our parser is built based on zero-shot learning that helps us to launch industry-specific IVA that can achieve over 90% accuracy on Day-1. We are 120+ people strong with employees spread across India and US locations.


We are a fully remote team


Careers –

LinkedIn –


Key Responsibilities:

  • Leadership & Team Management: Lead, mentor, and scale the Customer Success team to ensure that all customers receive top-notch service and support.
  • Customer Relationship Management: Develop strong relationships with key stakeholders within client organizations to ensure they’re deriving maximum value from our products.
  • Strategy Development: Develop and implement strategies to maximize customer retention, upsell opportunities, and minimize churn.
  • Feedback Loop: Collaborate with the Product and Sales teams to ensure feedback from clients is channeled effectively and results in product improvements.
  • Onboarding: Oversee the customer onboarding process, ensuring it’s efficient, effective, and tailored to individual customer needs.
  • Analytics: Monitor customer health metrics, NPS scores, and other relevant KPIs. Use data to drive decisions and strategies.
  • Escalation Management: Be the point of contact for any major customer issues or escalations, ensuring timely resolution and customer satisfaction.
  • Renewals and Expansion: Work closely with the sales team to drive renewals and identify upsell and cross-sell opportunities.
  • Training: Implement training programs for customers to ensure they fully utilize and understand the value of our solutions.


Required Qualifications & Skills:

  • Bachelor’s Degree in Business, Management, or related fields.
  • 7+ years of experience in customer success, account management, or a similar role in a SaaS or tech environment.
  • Proven track record in leading and scaling customer success teams.
  • Exceptional interpersonal and communication skills.
  • Strong problem-solving and analytical skills.
  • Proficiency in customer success software tools.
  • Ability to handle multiple priorities in a fast-paced environment.


Preferred Qualifications:

  • Master’s degree in Business or a related field.
  • Experience in AI-driven or tech companies.
  • Multi-language proficiency.

Culture –

  • Are extremely self-motivated
  • Have the ability to learn quickly
  • Have a growth Mindset
  • Have Emotional Maturity
  • Have outstanding problem-solving abilities
  • Have a sense of ownership and pride in your performance and its impact on the company’s success
  • Acclimatize and adapt quickly; willing to be part of our ambitious growth plans
  • Are passionate about the possibilities at the intersection of AI + Banking and have a passion for working within the high-growth Fintech AI space
  • Enthusiastic and passionate



  • Remote First Policy
  • Comprehensive Insurance Policy
  • A chance to have a big impact early in your career
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