Wokelo AI
Wokelo AI is a company that specializes in hyper-accelerated research and due diligence powered by generative AI (Gen-AI). It provides comprehensive and credible insights for investment and strategy professionals, leveraging a secure, enterprise-grade, privacy-centered platform. The company's technologies enable users to automate research workflows, gathering intelligence on private and public companies, conducting competitive analysis, financial analysis, and more. Wokelo AI serves diverse sectors like private equity, venture capital, investment banking, corporate strategy, and management consulting, offering tailored intelligence solutions such as automated due diligence, company strategy insights, and market research. It is known for its ability to process large datasets in real-time, integrate various data sources, and deliver human-like synthesis efficiently, making valuable insights accessible almost instantaneously.
Enterprise AI - Account Manager
5 days ago
Wokelo AI
Wokelo AI is a company that specializes in hyper-accelerated research and due diligence powered by generative AI (Gen-AI). It provides comprehensive and credible insights for investment and strategy professionals, leveraging a secure, enterprise-grade, privacy-centered platform. The company's technologies enable users to automate research workflows, gathering intelligence on private and public companies, conducting competitive analysis, financial analysis, and more. Wokelo AI serves diverse sectors like private equity, venture capital, investment banking, corporate strategy, and management consulting, offering tailored intelligence solutions such as automated due diligence, company strategy insights, and market research. It is known for its ability to process large datasets in real-time, integrate various data sources, and deliver human-like synthesis efficiently, making valuable insights accessible almost instantaneously.
📋 Description
• 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. • 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.
🎯 Requirements
• 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.
🏖️ Benefits
• 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.
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