Account Success Manager - Partnership

Keka Technologies Private Limited; Hinoba-an; On-site; PHP 3,127,000 - 5,003,000; Full time

Job summary

Raise Financial Services is seeking an Account Success Manager to own the post-integration lifecycle of broker partnerships, from go-live to growth. You will coordinate with brokers' operations and tech teams and work with our internal engineers to resolve issues.

The role focuses on driving usage, activation, and trading volumes via the algo marketplace, while monitoring health metrics and conducting periodic business reviews to uncover opportunities.

Qualifications

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

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

Broker operations

Broker tech/API

Cross-functional liaison

Problem-solving

Data-driven

Communication

Relationship management

Fintech/B2B experience

Job description

Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching an Investment & Trading platform – Dhan (www.dhan.co) in November 2021.

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

Why Join Raise?

We’re a certified Great Place to Work, and it shows in everything we do - from how we collaborate to how we celebrate wins. Our culture is built on growth, ownership, and mutual respect. At Raise, you’ll find a flat hierarchy, open conversations, and a team that values passion, humility, and speed over titles and bureaucracy.

Our Values & Culture

We look for people who:

• Are obsessed with customer satisfaction.


• Respect their work, teammates, and users.


• Value speed, humility, and thoughtful action.


• Are hands-on regardless of role or title.


• Embrace ownership, discipline, and an entrepreneurial spirit.


• Believe in less talk, more execution.


• Are passionate about the work they do.

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

About Raise Financial Services

We are building technology led financial products and infrastructure for India’s top 25Mn+ financially aware and literate users. Our product lines span investments, financing, insurance, payments, and wealth services. We will offer consumer products & services that cater to these users, and will offer the same technology & infrastructure to partners in the startup ecosystem willing to take the experience to everyone in India. Our focus is on 3 core aspects - build great products, deliver awesome experiences and provide exceptional customer services to our users.

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