L05

Job Description

Acuity Analytics (the trading name of Acuity Knowledge Partners) is a global, tech-first organization helping financial institutions and corporates make better decisions through research, data, analytics and AI-enabled solutions. We combine deep financial services expertise with strong engineering, digital and AI capabilities to solve complex, real-world problems.

With a team of 7,200+ analysts, data specialists and technologists across 28 locations, we work with more than 800 organizations worldwide to drive efficiency, unlock insight and deliver measurable impact. Our success is built on the strength of our people—by investing in talent, encouraging collaboration and creating room to grow, we enable our teams to do their best work for clients.

Acuity became an independent business in 2019 following its acquisition from Moody’s Corporation by Equistone Partners Europe. In 2023, funds advised by global private equity firm Permira acquired a majority stake, with Equistone remaining a minority investor—supporting our continued growth and innovation.

For more information, visit www.acuityanalytics.com

Basic information

Position Title

L05

Experience Level

7 – 10 yrs

Department

ASL

Location

Bangalore

Organizational relationships

Position reports to

Hemanth Kumar Palukuri

Job Purpose

The Customer Success Manager (CSM) – Agent Fleet is responsible for driving adoption, value realization, and long-term success for enterprise clients using Agent Fleet, Acuity’s agentic AI automation platform for financial services workflows.

This role sits at the intersection of client engagement, product adoption, workflow transformation, and value delivery, ensuring that clients derive measurable business outcomes from Agent Fleet across research, credit, compliance, investment, and other financial use cases.

The CSM acts as the trusted advisor to client stakeholders, coordinating across Product, Engineering, Delivery, and Sales to ensure smooth onboarding, ongoing optimization, and expansion of Agent Fleet capabilities.

Key responsibilities

• Own end-to-end onboarding of new clients onto Agent Fleet, including access setup and initial workflow activation.
• Lead client enablement through demos, training sessions, and user documentation.
• Define and track success metrics, KPIs, and value realization with client stakeholders.
• Conduct regular success reviews, health checks, and adoption analysis.
• Map client workflows to Agent Fleet capabilities and support no-code/low-code configuration.
• Act as primary SPOC for clients, managing escalations and governance processes.
• Drive renewals, expansions, and customer advocacy through success stories and references.
  
  

Key competencies

• Experience in Customer Success, Client Delivery, Consulting, or Account Management roles.
• Strong exposure to financial services workflows (research, credit, investment, compliance, analytics).
• Experience working with enterprise AI, analytics, or workflow automation platforms.
• Excellent stakeholder management, communication, and presentation skills.
• Ability to translate complex technical concepts into business value.
  
  

Preferred Qualifications

• Experience with GenAI or AI platforms in regulated industries.
• Background in consulting, presales, or large-scale transformation programs.
• Experience with platform rollouts, change management, and user adoption initiatives.
  
  

Success Metrics

• High adoption and sustained usage of Agent Fleet workflows.
• Demonstrated business impact in speed, quality, and capacity.
• Strong renewal and expansion rates.
• Positive client feedback and referenceability.
  
  

Acuity Analytics has earned several prestigious industry recognitions, including Great Place to Work® certifications in India and Costa Rica, AVTAR Best Companies for Women in India, the AVTAR Most Inclusive Companies Index, and silver accreditation in the Workplace Equality Index. These accolades reflect our commitment to building an inclusive, supportive and high-performance workplace for our people. Learn more here.

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