Enterprise AI - Account Manager - Remote

Overview

Wokelo is a Gen-AI powered investment research platform that automates complex research and analysis tasks, traditionally performed by humans. The company is growing fast and expanding across multiple segments.

In Short

• Own and manage relationships with Enterprise & Mid-Market financial clients.
• Act as a strategic advisor to help clients maximize the value of the platform.
• Leverage data-driven insights to track customer usage and drive renewals.
• Work cross-functionally with Sales, Product, and Engineering teams.
• Build and nurture long-term relationships with key accounts.
• Drive engagements, renewals, and upsell/cross-sell opportunities.
• Guide clients on integrating AI-driven intelligence into their workflows.
• Actively address customer concerns and provide solutions.
• Monitor key usage metrics and optimize customer success strategies.
• Work with internal teams to ensure product evolution meets industry needs.

Requirements

• MBA from a Top-tier institute is mandatory.
• 1-2 years of post-MBA experience in Financial services preferred.
• Strong understanding of investment research and capital markets.
• Ability to leverage analytics tools for client engagement.
• Excellent communication and presentation skills.
• Hands-on and comfortable in a high-growth startup environment.
• Proficiency in CRM tools and Customer Success software.

Benefits

• Be a Founding Team Member at a rapidly growing AI startup.
• Competitive Compensation & Equity with top-of-market salary packages.
• Comprehensive Benefits including full health insurance coverage.
• Global Exposure with collaboration opportunities and bi-annual offsites.