About Wokelo:
Wokelo is a Gen-AI powered investment research platform. It automates complex research and analysis tasks, traditionally performed by humans. Wokelo is leveraged by leading Private Equity, Investment Banks, Corporate Strategy, Venture capital, and Fortune 500 firms.
Our proprietary agentic technology and state-of-the-art large language models (LLMs) deliver rich insights and high-fidelity analysis in a matter of minutes, transforming how financial decisions are made.
We are headquartered in Seattle with a global team, supported by renowned venture funds and industry leaders who share our vision. We are growing fast and expanding across multiple segments.
Role Overview:
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.
Location: India- Remote
This role requires working in an overlap of India and US Eastern time zones (Starting 3 PM IST onwards).
Responsibilities:
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.
Who you are?
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.
Why Join Us?
Be a Founding Team Member: Work at a rapidly growing AI startup with exceptional traction among the world’s largest investment firms.
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.
