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Wokelo AI Logo Wokelo AI · Sales

Enterprise AI - Account Manager

India · Job Posted February 21, 2026
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Job Description

We are looking for an Account Manager with a background in Financial Services and Consulting to for driving client engagements and account management, customer success and ensure seamless adoption of our AI-powered investment research platform. Our customers include some of the marquee names in Investment banking, Consulting and Private equity. In this role, you will: Own and manage relationships with Enterprise & Mid-Market financial clients, ensuring high engagement, retention, and expansion. Act as a strategic advisor, helping clients maximize the value of our platform by integrating AI-driven insights into their investment and research workflows. Leverage data-driven insights to track customer usage, identify opportunities for deeper engagement, and drive renewals & expansions. Work cross-functionally with Sales, Product, and Engineering teams to align customer needs with our product roadmap. This role requires working in an overlap of India and US Eastern time zones (Starting 3 PM IST onwards).

Job Responsibility

  • Customer Engagement & Success: Build and nurture long-term relationships with key accounts, ensuring seamless onboarding, activation, and continued value realization
  • Account Growth & Retention: Drive engagements, renewals, upsell/cross-sell opportunities, and reduce churn by providing high-impact insights and best practices
  • Strategic Consulting: Guide clients—Private Equity firms, Investment Banks, and Asset Managers—on how to integrate AI-driven intelligence into their workflows
  • Proactive Issue Resolution: Actively address customer concerns, provide solutions, and serve as a trusted advisor for investment research professionals
  • Data-Driven Decision Making: Monitor key usage metrics like NRR, churn, and engagement, and use analytics to optimize customer success strategies
  • Market & Product Feedback Loop: Work with internal teams to ensure our product continuously evolves to meet the needs of the investment research industry

Requirements

  • MBA from a Top-tier institute is mandatory
  • 1-2 years of post-MBA experience in Financial services including Enterprise Account Management, Investment Research, Financial Services, or Fintech is preferred
  • Strong understanding of investment research, financial modelling, and capital markets
  • Ability to leverage analytics tools to monitor client engagement and boost platform adoption
  • Excellent communication and presentation skills, with experience in guiding senior stakeholders and investment professionals
  • Hands-on, execution-oriented, and comfortable working in a high-growth startup environment
  • Proficiency in CRM tools, Customer Success software, and MS Office

What we offer

  • Competitive Compensation & Equity: We offer top-of-market salary packages along with ESOPs
  • Comprehensive Benefits: Full health insurance coverage, flexible vacation policy, and a remote-friendly work environment
  • Global Exposure: Collaborate with industry leaders and attend bi-annual offsites for strategic alignment and team-building
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