Customer success manager |1-3 yrs | b2b fintech startup | saas | bengaluru | pre series a

MetaMorph · Bangalore, India

About Meta Morph:

We at Meta Morph, empower startups to scale and innovate by placing people at the center of their strategy. With a proven track record of supporting over 220 startups, we specialize in aligning talent with organizational needs, enhancing employee skills, and transforming employer brands. Our data-driven insights fuel decision-making and provide comprehensive support for both acquisition and being acquired, ensuring you are covered from every angle—360°

About Our Cli ent :

Our client is an AI-powered finance automation platform that streamlines and modernizes financial operations, offering a unified solution integrating bill payments, smart banking, AI-driven accounting, expense management, and treasury service .

What you’ll get to do in this role:

● Own the full post-sales lifecycle — onboarding, adoption, retention, and expansion.

● Drive seamless onboarding and ensure customers realize value within the first 30–60 days.

● Build strong relationships with founders, finance teams, and key decision-makers.

● Monitor customer health metrics and proactively mitigate churn risks.

● Conduct regular check-ins and business reviews to drive engagement and long-term partnerships.

● Identify upsell and cross-sell opportunities in collaboration with Sales.

● Own renewals and work towards strong Net Revenue Retention (NRR).

● Act as the voice of the customer internally — collaborating with Product, Sales, and Operations teams.

● Stay updated on fintech, spend management, and market trends to better guide customers.

We’re looking for someone who:

● 2–5 years of experience in Customer Success / Account Management / Saa S roles.

● Experience managing B2 B customers (finance teams, founders, CXOs preferred).

● Strong stakeholder management and relationship-building skills.

● Data-driven mindset with ability to track adoption and health metrics.

● Ability to work independently in a fast-paced startup environment.

● Strong communication and problem-solving skills.

● Finance / fintech understanding is a plus.