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, and to work through integrations, security questions, and edge cases with engineers.
- Ability to engage credibly with analysts, operators, and executives, learn domains quickly, and communicate in their terminology.
- Commercial awareness of renewals and account expansion.
- Ability to work resourcefully and independently in a fast-moving environment.
- Serve as the primary contact for a portfolio of accounts from contract signature through renewal, understanding customers’ goals, teams, and how the product fits their work.
- Lead customer deployments, including kickoffs, integration configuration, and coordination with IT and information security to prepare for production.
- Conduct onboarding sessions and workshops to train users on agent capabilities across email, Teams, Excel, Word, and PowerPoint.
- Monitor product usage, identify teams achieving strong value, and extend adoption across the firm, including scaling pilots into firmwide deployments.
- Identify account risks early and address them to prevent churn; surface expansion opportunities and partner with account executives on renewals and upsells.
- Translate customer requests, edge cases, and feedback into product feedback, bug reports, and roadmap input.
- Create scalable onboarding playbooks, customer health metrics, and support processes.
- 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
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Stock Options
401(k) Retirement Plan
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Growth & Insights and Company News
6 month growth
↑ 13%1 year growth
↑ 8%2 year growth
↑ 18%Endex.ai, a tech startup that's been building an AI agent that lives inside Microsoft Excel, has raised $14 million in funding.
Endex.ai, an AI startup, has raised $14M in funding led by the OpenAI Startup Fund to integrate AI agents into Microsoft Excel. Founded in 2022 by Tarun Amasa and Kevin Yang, Endex.ai has been collaborating with financial institutions to refine its product. The funding marks a significant step in bringing AI capabilities to one of the most traditional business tools, Excel.
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