Customer Success Manager
About the job
- At least 2 years of experience in customer success, account management, implementation, or consulting, including ownership and growth of enterprise accounts.
- Ability to learn new software quickly and explain it clearly to others.
- Comfort working through integrations, security questions, and technical edge cases with engineers.
- Ability to communicate credibly with analysts, operators, and executives, learn a domain quickly, and use its terminology.
- Commercial awareness of renewals and account expansion.
- Ability to work resourcefully and independently without an established playbook.
- Serve as the primary point of contact for a portfolio of accounts from signature through renewal, understanding customer goals, teams, and how Endex fits into their workflows.
- Lead customer deployments by running kickoffs, configuring integrations, and partnering with IT and information security to prepare for production.
- Run onboarding sessions and workshops demonstrating agents across email, Teams, Excel, Word, and PowerPoint, helping users become productive in their first week.
- Monitor usage, identify teams realizing the most value, replicate successful usage across the firm, and expand pilots into firmwide deployments.
- Identify account risks early and address them; surface expansion opportunities and partner with account executives on renewals and upsells.
- Translate customer requests, edge cases, and frustrations into product feedback, bug reports, and roadmap input.
- Create onboarding playbooks, customer health metrics, and support processes for the customer success function.
- Early-stage startup experience.
- Experience deploying AI, developer tools, or enterprise software.
About the company
Endex is a B2B AI platform for financial services that unifies a firm’s internal files, external data, and other sources into one searchable interface. It automates analytical workflows and acts as an autonomous financial analyst by using a generative AI model trained on the firm’s internal knowledge. The system indexes data from multiple sources, enabling task decomposition into customizable, traceable plans that execute steps automatically while keeping data secure. Its focus on firm-specific models, data unification, and auditable workflows helps investment teams speed up analysis and decision-making.
Company Size
11-50
Company Stage
Early VC
Total Funding
$14M
Headquarters
New York City, New York
Founded
2022
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Simplify's Take
What believers are saying
- Endex raised $14M from OpenAI Startup Fund in August 2025.
- It reported working with financial firms for a year before public launch.
- Demand after launch and eight open roles suggest active hiring and traction.
What critics are saying
- Microsoft shipped finance Copilot skills, connectors, and traceability in June 2026.
- Endex depends on Excel distribution and can be copied by Microsoft fast.
- Invite-only capacity and a tiny team limit adoption before rivals close the gap.
What makes Endex unique
- Endex lives inside Excel, targeting analysts where work already happens.
- Its pitch centers on traceable, stepwise agentic modeling for finance teams.
- OpenAI Startup Fund backing signals tight alignment with frontier reasoning models.
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Benefits
- Health Insurance
- Retirement planning
- Stock Options
- 401(k) Retirement Plan
- 401(k) Company Match