Account Success Manager - Partnership

Raiseholding; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Raise Financial Services, Mumbai-based fintech company, seeks an Account Success Manager to own post-integration broker partnerships, driving activation and trading volumes through the algo marketplace. You will serve as the bridge between Stratzy and the broker's operations and tech teams for day-to-day issue resolution.

The role emphasizes collaboration with internal tech, tracking volumes and adoption, and conducting quarterly business reviews to unlock growth within existing relationships.

Qualifications

• 4–8 years of experience in the broking/fintech industry, ideally in account management, partner success, or operations roles.
• Solid understanding of broker operations and broker tech/API ecosystems.
• Experience interfacing between business and technical teams for commercial and operational conversations.

Responsibilities

• Own the post-integration lifecycle of broker partnerships — from go-live through ongoing account growth
• Drive business volumes and activation through each integrated broker (usage, adoption, trading volumes via the algo marketplace)
• Serve as the primary point of contact between Stratzy and the broker's operations and tech teams for day-to-day issue resolution
• Coordinate with Stratzy's internal tech team to troubleshoot integration issues, bugs, or data/API discrepancies flagged by broker partners
• Monitor partnership health — track volumes, adoption metrics, and flag any degradation or churn risk early
• Run periodic business reviews with broker partners to identify growth opportunities within the existing relationship
• Manage escalations end-to-end, ensuring timely resolution and clear communication to all stakeholders
• Maintain documentation of integration specifics, SLAs, and known issues/resolutions for each broker account

Skills

Account management

Partner success

Operations

Broker operations

Fintech

Data-driven

Tools

Broker API

Data analysis

Job description

We started with our first consumer product, Dhan, an investment and trading platform launched in November 2021. Today, Dhan ranks #8 amongst stock brokers in India and continues to be one of the fastest-growing platforms in the investment and trading ecosystem.

In September 2026, Dhan was also recognised as Fintech Startup of the Year at the Global Fintech Festival, reflecting the innovation, product excellence and customer focus that continue to shape the platform. Backed by a passionate team of builders, believers, designers and problem-solvers, we are building a trusted ecosystem of financial products that empowers millions of users to make smarter financial decisions.

Today, Dhan stands among India's Top 10 stock brokers and continues to be one of the fastest-growing platforms in the industry. Backed by a passionate team of builders, believers, designers, and problem-solvers, Raise is creating a trusted ecosystem of financial products that empower millions of users to make smarter financial decisions. We are driven by innovation, customer obsession, and a relentless focus on crafting experiences that users love.

Once a broker partnership is commercially closed and technically integrated, this role takes over. The Account Success Manager owns the post-integration relationship — driving business volumes through the partnership, resolving day-to-day operational and technical issues, and acting as the bridge between Stratzy and the broker's operations and tech teams.

What You’ll Do:

• Own the post-integration lifecycle of broker partnerships — from go-live through ongoing account growth
• Drive business volumes and activation through each integrated broker (usage, adoption, trading volumes via the algo marketplace)
• Serve as the primary point of contact between Stratzy and the broker's operations and tech teams for day-to-day issue resolution
• Coordinate with Stratzy's internal tech team to troubleshoot integration issues, bugs, or data/API discrepancies flagged by broker partners
• Monitor partnership health — track volumes, adoption metrics, and flag any degradation or churn risk early
• Run periodic business reviews with broker partners to identify growth opportunities within the existing relationship
• Manage escalations end-to-end, ensuring timely resolution and clear communication to all stakeholders
• Maintain documentation of integration specifics, SLAs, and known issues/resolutions for each broker account

Expected Skills:

• 4–8 years of experience in the broking/fintech industry, ideally in account management, partner success, or operations roles
• Solid understanding of broker operations and broker tech/API ecosystems
• Experience being the interface between business and technical teams — comfortable in both commercial and operational conversations
• Strong problem-solving orientation; able to drive issues to resolution across multiple stakeholders
• Data-oriented — comfortable tracking metrics related to partner volumes and account health
• Excellent communication and relationship management skills
• Prior experience managing B2B partner accounts in fintech/broking is a strong plus

We are a start-up organization focused on fast growth with quality products; hence, the ability to work in a fast-paced environment goes without saying!

Our People & Culture:

People and culture are the most important aspects of our business.

We are looking for team members just like us, in simple words - good people to work with and demonstrate following personality traits:

• Be super obsessed about ensuring customer satisfaction.
• We have a single opportunity to serve.
• Respect your work, your team, your co-workers and our customers.
• Speed is all that matters. Ship right and ship faster.
• Humility & politeness over arrogance & over-confidence.
• Quality over quantity.
• Make your hands dirty irrespective of who you are.
• Talent and Competency over Credentials.
• Entrepreneurial, ownership driven and disciplined.
• Less words, more action.
• Flat hierarchy with open culture & conversations.
• Passionate about the business you are a part of.
• Raise is an equal opportunity employer.

(We are here because of our customers, and will be here only if we serve our customers)

(Our customers will give us one opportunity to serve - we can’t let them down. Be it product, uptimes, customer service or any interaction we have to deliver a wow experience.)

(The only way to get respect is to give it first)

(You either help the team move ahead fast, or you slow it down. We prefer the first.)

(If you are the smartest one in the room, bring up others to speed. We are here to serve our customers, not to prove a point.)

(It is fine if you pick up a few things to do, but do them exceedingly well.)

(Our CEO responds to customers every day. Our CTO codes every day. This is us.)

(We trust you to help us gain and retain the trust of our customers and our stakeholders)

(Believe in something? show it by doing things. Not just by talking about it)

(You are among all of us, and we all are with you)

(Do it because you are passionate about it, not because it’s your job.)

Why Join Raise?

We’ve been recognised as a Great Place to Work for three consecutive years, reflecting the culture we’ve built and the way we work together. At Raise, you’ll experience a flat hierarchy, open conversations, high ownership and a strong bias for action. We value people who bring passion, humility and curiosity to their work, and who care deeply about building great products and creating meaningful customer impact.

We believe in growth with ownership, speed with thoughtfulness and ambition with humility. We celebrate wins, learn from challenges and give people the ownership and responsibility to build and make an impact. If you enjoy building from the ground up, working with passionate people, and being part of a high-growth fintech ecosystem, Raise offers an environment where you can do meaningful work and grow with the business.

About Raise Financial Services

Raise Financial Services is building technology-led financial products and infrastructure for India’s financially aware and digitally savvy consumers.

Our ecosystem spans multiple aspects of financial services, with Dhan as our flagship investment and trading platform. Alongside Dhan, we are building and scaling businesses across the financial ecosystem, including Millions, Upsurge, Filter Coffee, Stratzy, Pluto Insurance, Fuzz and several other emerging products and platforms.

Our ambition is to build a trusted ecosystem of financial products and experiences that make investing, trading, wealth creation and other financial services simpler, smarter and more accessible

• Learn more about our Investing & Trading Platform – www.dhan.co
• Follow our Instagram page #LifeatRaise for a glimpse into our people and latest culture happenings.

Raise is an equal opportunity employer. We celebrate diversity and are committed to building an inclusive workplace.

Required Skills

After Sales Sales Operation Key Account Success Customer Success Business Development Account Success Partnership Implementation Partner Client Acquisition