About Vymo

Vymo transforms how financial institutions manage their distribution networks and collections

operations.Our AI-powered DMS and CMS platform serves 350,000+ users across 70+ global

financial enterprises, enabling banks and insurers to optimize performance across their

distribution channels, and empowering banks to drive operational excellence in collections.

Why Global Leaders Choose Vymo

Vymo partners with financial institutions through a comprehensive solution that combines deep

domain expertise with cutting-edge technology. Our platform's human-centric design, coupled

with enterprise-grade scalability and AI-powered intelligence, delivers measurable business

outcomes while ensuring high user adoption and engagement.

Recognition & Trust

● Backed by $45M+ funding from Peak XV partners (formerly Sequoia), Emergence Capital,

and Bertelsmann Investments.

● Trusted by leading global financial institutions including Berkshire Hathaway, AIA, AXA, SBI

Life, HDFC Bank, Aditya Birla Capital, Tata AIA, ABSLI and many more!

● Recognized by Celent in their 2024 Distribution Management Solutions report, with an

Advanced Functionality ranking.

● Featured in Gartner's Market Guide for Sales Engagement Applications and recognized as

a "Strong Performer" in Forrester's Sales Engagement Wave Report.

● Microsoft 'AI for All' award winner for innovation in artificial intelligence

Explore Vymo at https://vymo.com/

Product:

The evolution of Vymo as a product can be broadly divided into three phases

1. Lead and Activity Management: We provided a mobile-first lead and activity management

tool that enabled large enterprises with distributed field sales teams to digitize their sales

processes and get real time visibility into their team’s productivity.

2. Sales Engagement Platform: We built capabilities like nudges, goals, playbooks,

performance dashboards etc that enabled large financial institutions to improve their business

outcomes(faster time to convert, higher sales, increased productivity etc).

3. Distribution Management Platform: We are currently in this phase. With a significant

increase in the number of apps an average seller uses to perform their day-to-day business

activities,financial institutions are looking to consolidate their tech stack. In addition, we realize

that we have an opportunity to become an insurance “core system” by owning the end-to-end

advisor life cycle - recruitment, onboarding, training, selling, engagement and performance

management.

Duration:

● Minimum 6 months; subject to conversion based on performance

About the Role

We are hiring MBA freshers as Customer Success Interns to support our enterprise FinTech customers

across Banking, Insurance, and Lending verticals. Interns will be assigned to one of the three verticals

and will work closely with Customer Success, Sales, Product, and Solutions teams to help drive customer

adoption, engagement, and value realization.

This role is ideal for candidates looking to build a career in Customer Success, Account Management, or

Enterprise SaaS roles within the FinTech ecosystem.

Key Responsibilities

● Support customer onboarding, adoption, and engagement initiatives for assigned accounts.

● Assist Customer Success Managers in managing relationships with banks, insurers, and lending

institutions.

● Track product usage, customer feedback, and success metrics (adoption, engagement, issues).

● Prepare customer reports, dashboards, QBR materials, and documentation.

● Coordinate with internal teams (Product, Engineering, Solutions) to support issue resolution and

delivery.

● Capture customer requirements, feedback, and enhancement requests.

● Support communication with customers through emails, follow-ups, and meeting notes.

Who Should Apply

● MBA freshers or students completing their MBA (Marketing / Finance / Operations / Strategy /

Analytics).

● Strong interest in FinTech, SaaS, and BFSI domains.

● Good communication and stakeholder interaction skills

● Structured thinker with strong problem-solving and analytical ability.

● Comfortable working with data, Excel, presentations, and business documentation.

● Willingness to learn, take ownership, and work in a fast-paced, client-facing environment.