Customer Success Manager

About Vymo

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, SBI

Life, 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

Explore Vymo

Product:

The evolution of Vymo as a product can be broadly divided into three phases

1. Lead and Activity Management:

   We provided a mobile-first lead and activity management

tool that enabled large enterprises with distributed field sales teams to digitize their sales

processes and get real time visibility into their team’s productivity.

1. Sales Engagement Platform:

   We built capabilities like nudges, goals, playbooks,

performance dashboards etc that enabled large financial institutions to improve their business

outcomes(faster time to convert, higher sales, increased productivity etc).

1. Distribution Management Platform:

   We are currently in this phase. With a significant

increase in the number of apps an average seller uses to perform their day-to-day business

activities,financial institutions are looking to consolidate their tech stack. In addition, we realize

that we have an opportunity to become an insurance “core system” by owning the end-to-end

advisor life cycle - recruitment, onboarding, training, selling, engagement and performance

management.

About the Role

Experience:

Qualification:

Background:

Location:

Role Type:

Customer Success Manager

business, technology, product, and analytics

Key Responsibilities

• Own 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.
• 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.

Requirements

• MBA

  from a reputed institute (Tier 1/2 preferred).

• 4–6 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.