---
title: 'Customer Success Executive (Onboarding) at Metaforms'
canonical: 'https://feeny.ai/job/customer-success-executive-onboarding-metaforms-bengaluru-b2e5nd06vkde'
type: 'job'
last_seen: '2026-10-14'
---

# Customer Success Executive (Onboarding) at Metaforms

- **Company:** Metaforms
- **Location:** Bengaluru, India
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-09-28
- **Last confirmed live:** 2026-10-14
- **Apply:** https://jobs.ashbyhq.com/metaforms/04751ffa-9f97-45de-b2a5-2aea93c3108f

## Job description

## About Metaforms

Metaforms is redefining how market research gets done. Our AI platform empowers the world's leading research agencies to scale 10x faster while maintaining uncompromising quality. With AI Agents that augment survey programming, data processing, and project management, we help customers like Dynata, Savanta, and Borderless Access deliver more projects with less friction.

- 1,000+ surveys processed monthly
- Serving Fortune 500 companies across the globe
- Rapid month-over-month growth

Series A funded and growing fast, we're aggressively scaling our customer success team to ensure every new customer gets to value quickly and stays there.

## The Role

We're looking for a Customer Success Manager focused on Onboarding to own the earliest and most critical phase of the customer journey at Metaforms. When a research agency signs with us, they're not just buying software — they're changing how their entire operations team works. Your job is to make that transition fast, structured, and successful. You'll own onboarding end-to-end, run pilots with new accounts, and ensure customers are confident and productive on the platform before you hand them off. This is a hands-on IC role where your success is measured by how quickly customers reach their first milestone — and how few of them struggle to get there.

## What You'll Own

Onboarding and Time-to-Value

- Own the onboarding process for every new customer — from signed contract to fully live on the platform
- Build and continuously improve structured onboarding playbooks, timelines, and success criteria for different customer segments
- Run kickoff calls, training sessions, and check-ins that set customers up with the right habits and configurations from day one
- Track time-to-value metrics across your book and identify where customers slow down or drop off

Pilot Management

- Design and run structured pilots with new accounts — defining success criteria upfront, managing the timeline, and driving the evaluation to a clear outcome
- Work closely with Sales during the pilot phase to ensure technical and operational requirements are met
- Gather structured feedback during pilots and feed it back to Product and Engineering with clarity and context

Customer Enablement

- Develop customer-facing training materials, onboarding guides, and workflow documentation tailored to research agency operations
- Proactively identify knowledge gaps and build resources that help customers self-serve where possible
- Run product walkthroughs that go beyond feature demos — connecting platform capabilities to the customer's specific workflows and outcomes

Cross-Functional Collaboration

- Work closely with the Technical Product Support team to resolve onboarding blockers quickly
- Partner with Product to surface friction points and recurring onboarding challenges that can be addressed at the platform level
- Hand off successfully onboarded accounts to the ongoing CS function with clear documentation of configuration, goals, and any open items

## What We're Looking For

Must-Have

- 3–5 years of experience in customer success, onboarding, or implementation at a B2B SaaS company
- Proven track record of managing structured onboarding programmes for enterprise or mid-market customers
- Strong project management instincts — you can run multiple onboardings in parallel without dropping the ball
- Excellent written and verbal communication: able to run confident customer calls and produce clear documentation
- Comfortable working with technically complex products — you don't need to write code, but you need to understand how the platform works deeply enough to troubleshoot and advise
- High ownership: you follow every customer through to a successful go-live, not just through the kickoff call

## Nice to Have

- Experience onboarding customers onto AI-driven or data-heavy SaaS platforms
- Familiarity with market research, survey programming, or research operations workflows
- Experience running structured pilots or proof-of-concept engagements
- Exposure to enterprise customers with complex technical and organisational requirements

## Why Metaforms

- Own a function that directly determines whether customers succeed — your impact is immediate and measurable
- Work with sophisticated customers at major research agencies running high-volume, high-stakes operations
- Build onboarding systems and playbooks from scratch — this is a function being shaped, not inherited
- Zero-bureaucracy culture: high autonomy, fast feedback loops, and direct access to leadership
- Well-funded and financially stable, with a clear roadmap and the runway to execute on it

## Benefits

- Full family health insurance
- $1,000 USD annual learning and development budget
- Dedicated mentor and coaching support
- Free snacks and dinner at the office

 

## About Metaforms

## Company Overview
- **One-liner**: Metaforms provides an AI-powered platform that automates and augments market research operations for agencies, covering survey programming, data processing, bidding, sample management, and voice research.
- **Entity Type**: Private (Series A)
- **Headquarters**: New York, New York, United States
- **Founded**: 2023
- **Founders**: Akshat Tyagi (CEO), Arjun S (CTO)

## Core Business
- **Primary industry**: Market Research Technology (Market Research Operations / AI for Research)
- **Target customers**: B2B — Market research agencies, insights teams, and survey programmers
- **Mission or purpose statement**: "Making research accessible to every business" by giving market research agencies AI superpowers to deliver insights 10x faster.

## Products & Services
- **Survey Programming (AI-Copilot)**: An AI agent that generates production-ready survey code (SPSS, Dimensions, Python, JavaScript) from uploaded questionnaires. Handles complex logic like MaxDiff, segmentation, piping, and loops. Includes version control, multi-programmer workflows, and real-time error detection.
- **Data Processing**: AI that flags discrepancies, handles complex validation logic, and integrates with existing macros and workflows to automate data cleaning and processing.
- **Bidding Management**: Transforms incoming client emails/RFPs into structured project specifications, identifies missing requirements, and generates accurate quotes using the agency's exact pricing logic.
- **Sample Management**: Automatically routes sample requests to the best suppliers, tracks and re-balances quotas across vendors in real-time, and consolidates responses into cost/feasibility comparisons.
- **Voice Research**: AI-moderated voice interviews at scale, automating scheduling, respondent screening, and data capture, delivering structured insights.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Raised $9 Million in Series A funding (announced 2025)
- **Notable Investors/Partners**: Not publicly named in available sources; investors are listed as part of the Series A round.
- **Growth Signals**: 58 employees as of mid-2025; offices in New York (HQ), Bengaluru, and San Francisco; trusted by "world's leading agencies"; growing team with open roles in product engineering, customer success, and product management.

## Competitive Advantages
- **Vertical-Specific AI**: Unlike general-purpose AI tools, Metaforms is purpose-built for the market research industry, learning agency-specific coding styles, standards, and pricing logic.
- **End-to-End Workflow Coverage**: The platform spans the entire research operations lifecycle—from RFP response and bidding, through survey programming and data processing, to sample management and voice interviews—creating a deep moat.
- **Enterprise-Grade Security**: SOC 2 Type II certified, GDPR compliant, and offers custom security documentation for enterprise clients. Explicitly states no training on customer data.
- **Pattern Learning**: AI adapts to each agency's coding style and preferences in real-time, making it stickier and harder to replace.

## Strategic Focus
- **Product Expansion**: Continuing to build out AI agents across all research workflows (bidding, programming, data processing, sample management, voice).
- **Enterprise Sales**: Deepening integrations with Salesforce and major PM tools, and offering API/email-based workflows to fit existing processes.
- **Scaling the Team**: Actively hiring across product engineering, customer success, and product management to support growth.
- **Market Penetration**: Targeting traditional market research agencies that are constrained by manual processes, enabling them to take on more clients and projects.

## Why Work Here
- **Culture**: Mission-driven team focused on making research accessible to every business. Described as a place where "every business decision should be informed."
- **Work Policy**: Hybrid and in-office roles available depending on location and function. Offices in New York (HQ), Bengaluru, and San Francisco.
- **Team & Growth**: 58 employees and growing. Early-stage startup environment with the opportunity to shape the product and culture.
- **Engineering Culture**: Emphasis on building AI agents that "get your business." Roles like Senior Product Engineer and Senior Product Manager are currently open.
- **Perks**: Not explicitly detailed, but the company highlights 24/7 support for clients and a "build the future with us" ethos.

## Sources
1. [metaforms.ai](https://www.metaforms.ai/)
2. [metaforms.ai/about](https://www.metaforms.ai/about)
3. [linkedin.com/company/metaformsai](https://www.linkedin.com/company/metaformsai)
4. [builtin.com/company/metaforms](https://builtin.com/company/metaforms)
5. [jobs.ashbyhq.com/metaforms](https://jobs.ashbyhq.com/metaforms)

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