Technical Account Manager

About Vymo

Vymo is an AI-powered Distribution Management (DMS) and Collections Management (CMS) platform used by 350,000+ users across 70+ global financial enterprises. We help banks and insurers improve performance across their distribution channels and drive operational excellence in collections. Our customers include HDFC Bank, Aditya Birla Capital, Tata AIA, SBI Life, AIA and AXA. Vymo is backed by $45M+ funding from Peak XV Partners (formerly Sequoia), Emergence Capital and Bertelsmann Investments, and is recognised in Celent, Gartner and Forrester reports.

About the Role

As a Senior Customer Success Manager, you will work at the intersection of strategic consulting, technical solutioning and enterprise account growth. You will lead discovery to diagnose operational bottlenecks in large BFSI enterprises and co-create AI-driven transformation strategies. By bridging pre-sales discovery and long-term value realisation, you will drive platform adoption, measurable ROI and account retention.

Key Responsibilities

Strategic Discovery and Solution Architecture

• Lead structured discovery sessions, stakeholder interviews and process mapping to uncover bottlenecks across banking, insurance and NBFC workflows.

• Design scalable business solutions and operating-model improvements that align Vymo's AI and orchestration capabilities with client outcomes.

• Define success metrics, project scope and value-realisation frameworks for enterprise pilots and multi-phase rollouts.

Value Realisation and Business Case Modelling

• Build defensible, data-driven ROI models using client operational data.

• Partner with client business, finance and operations leaders to track, refine and present business impact.

• Use platform analytics to monitor adoption (CSAT, NPS, active engagement) and proactively find optimisation opportunities.

Account Expansion Leadership

• Work with Account Directors through sales and expansion cycles, shaping value propositions, solution narratives and executive presentations.