Customer Success Manager

Insait is transforming how financial institutions engage with customers through GenAI-powered digital agents.

Our platform automates complex customer-facing processes—including onboarding, KYC, service workflows, and sales interactions—turning traditionally manual journeys into seamless conversational experiences. By combining intelligent automation with predictive analytics, we help financial organizations improve customer experience, increase conversion rates, unlock personalized cross-sell opportunities, and significantly reduce operational costs.

We are looking for a highly motivated Customer Success Manager to lead customer implementations and drive long-term client success.

As a Customer Success Manager at Insait, you will own the full customer lifecycle—from onboarding and implementation through adoption, value realization, and ongoing growth.

This is a highly cross-functional role requiring strong project management capabilities, technical fluency, and excellent client-facing communication skills. You will work closely with customers, product, engineering, and business teams to ensure smooth deployments (cloud and on-prem), successful integrations, and measurable business outcomes.

The ideal candidate combines technical understanding with strategic relationship management and thrives in fast-paced startup environments.

Responsibilities

Customer Onboarding & Implementation

• Lead end-to-end customer onboarding and implementation projects, ensuring smooth and timely delivery
• Manage deployment processes across both cloud and on-prem environments
• Coordinate technical integrations, including APIs, system connectivity, and platform configuration
• Proactively identify and resolve implementation blockers and technical issues
  
  

• Serve as the primary trusted advisor and day-to-day point of contact for assigned customers
• Drive product adoption, engagement, and long-term customer satisfaction
• Monitor customer health and proactively mitigate risks to retention
• Identify opportunities for account growth, expansion, and additional use cases
  
  

• Partner closely with Product, Engineering, and Business teams to translate customer needs into actionable solutions
• Advocate for customer feedback and influence product roadmap priorities
• Manage internal and external stakeholders throughout project lifecycles
• Communicate complex technical concepts clearly to both technical and business audiences
  
  

• 3+ years of experience in Customer Success, Technical Account Management, Solutions Engineering, or Implementation Management
• Proven success in a client-facing role combining technical problem-solving and relationship management
• Strong project management skills, with experience leading complex cross-functional initiatives
• Experience managing enterprise customer onboarding and implementation processes
  
  

• Familiarity with cloud-based and on-prem deployment environments
• High-level understanding of APIs, integrations, and system architecture
• Working knowledge of Docker and modern software deployment concepts
• Ability to troubleshoot technical issues and collaborate effectively with engineering teams
  
  

• Strong communication and presentation skills
• Highly organized with exceptional attention to detail
• Strategic thinker with a proactive, ownership-driven mindset
• Comfortable navigating ambiguity and fast-paced startup environments
• Passion for helping customers achieve measurable business outcomes