---
title: 'Customer Success Manager at Endex'
canonical: 'https://feeny.ai/job/customer-success-manager-endex-new-york-yate9bn2wgp7'
type: 'job'
last_seen: '2026-10-13'
---

# Customer Success Manager at Endex

- **Company:** Endex
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-10-01
- **Last confirmed live:** 2026-10-13
- **Apply:** https://jobs.ashbyhq.com/endex/66008a34-2726-44bd-825f-675841df0757

## Job description

## Who We Are

Endex builds AI agents that handle complex, end-to-end work for the world's most demanding teams. Today we're deployed across leading financial institutions and Fortune 500 companies, embedded in the tools and workflows they rely on. We operate at the frontier of agentic knowledge work, partnering closely with top AI research labs and backed by the OpenAI Startup Fund. We're on a mission to build the most capable digital coworker in the world.

## About the Role

Location: New York City Commitment: 5 Days In-Person We're looking for someone who makes customers successful, not just satisfied. Our customers run agents on real work, where the output has to be right the first time. As a Customer Success Manager at Endex, you'll own deployment, onboarding, adoption and renewal across our accounts. You'll work directly with our founders, AEs and product team to shape how customers succeed and what we build next.

## Your Key Responsibilities

- Own Customer Outcomes: Be the primary point of contact for a portfolio of accounts from signature through renewal. Know their goals, their teams and exactly where Endex fits in their work.
- Lead Deployments: Get new customers live fast. Run kickoffs, configure integrations and partner with IT and InfoSec to clear the path to production.
- Train and Enable Users: Run onboarding sessions and workshops that show teams what agents can do across email, Teams, Excel, Word and PowerPoint. Make every user productive in their first week.
- Drive Adoption: Monitor usage, find the teams getting the most value and replicate it across the firm. Turn a single team's pilot into firmwide deployment.
- Protect and Expand Accounts: Spot risk early and fix it before it becomes churn. Surface expansion opportunities and partner with AEs on renewals and upsells.
- Be the Voice of the Customer: You'll hear every request, edge case and frustration first. Translate that into product feedback, bug reports and roadmap input that keeps us ahead.
- Build the Function: Create the onboarding playbooks, health metrics and support processes we'll scale on. You're not just running customer success. You're helping define it.

## What We're Looking For

- Proven customer leader: 2+ years in customer success, account management, implementation or consulting. You've owned enterprise accounts and grown them.
- Customer-obsessed: You care whether the people you work with actually succeed. You follow up, follow through and make yourself the person customers call first.
- Technically fluent: You learn new software quickly and can explain it to anyone. You're comfortable working through integrations, security questions and edge cases with engineers.
- Credible with experts: You can hold your own with analysts, operators and executives. You learn a domain fast and speak its language.
- Commercially minded: You see renewals and expansion as part of the job. You know how to turn a happy customer into a bigger one.
- Relentlessly resourceful: You move fast, leverage your network and figure things out without a playbook.

## Nice to Have

- Early-stage startup experience
- Experience deploying AI, developer tools or enterprise software

Full-Time Benefits

- Health & Dental Insurance
- Monthly Wellness Stipend
- 401K Matching
- Competitive Salary + Equity

## About Endex

## Company Overview
- **One-liner**: Endex is an Excel-native AI Agent that accelerates financial modeling and data analysis for investment professionals.
- **Entity Type**: Private (Venture-backed; $14M led by OpenAI Startup Fund)
- **Headquarters**: New York City, New York, United States
- **Founded**: 2022
- **Founders**: Tarun Amasa (CEO) and Pratham Soni (Chief Research Officer)

## Core Business
- **Primary industries**: AI-powered financial analysis / Financial technology
- **Target customers**: B2B – enterprise finance teams at investment banks, hedge funds, private equity firms (clients include Fortune 5 companies, $100B+ AUM firms, and top global investment banks)
- **Mission/purpose**: “AI Built for Excel” – to accelerate and automate the work of financial analysts by bringing advanced AI directly into the spreadsheet environment.

## Products & Services
- **Endex AI Agent**: A native Excel add-in that enables users to perform financial modeling, data analysis, deep research, and report generation using natural language. Key capabilities include:
  - **Trace References**: AI-labeled tracing of cell references across complex workbooks.
  - **Deep Research Integration**: Native access to OpenAI Deep Research with contextual understanding of the workbook and verified sources.
  - **Memories**: Remembers user preferences for style and recurring workflows.
  - **LLM Integrations**: Deeply integrated with major model providers (OpenAI GPT-4o, o1, o3-mini) with zero data retention agreements.
  - **PDF to Table Conversion**: Eliminates manual data entry from financial statements, pitch decks, and research reports.
  - **Formatting Shortcuts**: Apply consistent formatting instantly with customizable keyboard shortcuts.
  - **Firm Templates**: Create repeatable templates that autocomplete with new input data.
  - **Undo Changes**: One-click revert of unwanted changes.

## Market Standing
- **Valuation**: Not publicly disclosed
- **Key Metric**: Total funding – $14M (venture round closed August 2025)
- **Notable Investors/Partners**:
  - Lead investor: OpenAI Startup Fund
  - Partners: Wall Street Prep, Columbia Business School
- **Growth Signals**:
  - Headcount grew 68.8% YoY (from ~11 to 20 employees)
  - LinkedIn followers grew 122.1% in the past year
  - Expanding presence: offices in NYC (HQ), with team members in Israel, Canada, and Brazil
  - Adoption by top-tier financial institutions (Fortune 5, hedge funds, private equity firms)
  - Featured in OpenAI case study as a model partner for building autonomous financial analysts

## Competitive Advantages
- **Excel-native**: Works directly inside Excel – no need to switch applications or learn new interfaces.
- **Finance-specific LLMs**: Custom-built models trained to understand financial documents, accounting methods, and complex charts.
- **Auditable outputs**: Every AI output includes integrated citations and attribution to underlying sources, allowing analysts to trace conclusions.
- **Deep OpenAI integration**: Uses OpenAI’s o1 and o3-mini reasoning models, achieving 70% preference over non-reasoning models in blind tests and enabling multi-step financial reasoning.
- **Enterprise-grade security**: AES-256 encryption in transit and at rest, TLS 1.2/1.3, SOC 2, ISO, CCPA, and GDPR compliant.

## Strategic Focus
- Scaling autonomous analyst capabilities to handle increasingly complex financial tasks (e.g., IC memo preparation, data room due diligence, precedent transaction analysis).
- Expanding customer base among financial firms and refining AI agents to act as true “co-workers” for investment teams.
- Continuing close collaboration with OpenAI to push the boundaries of vertical-specific AI for finance.

## Why Work Here
- **Culture**: Fast-moving AI startup backed by OpenAI, working on cutting-edge reasoning models applied to a high-stakes domain. Team is small (~20 people) with a technical majority (37% of headcount in engineering/research).
- **Remote/Hybrid**: Offices in New York City (HQ) and team members across Israel, Canada, and Brazil – likely flexible work arrangements.
- **Notable perks/engineering culture**:
  - Direct access to OpenAI’s latest models and research collaboration.
  - Opportunity to solve hard problems in financial AI (multimodal analysis, agentic workflows, reinforcement fine-tuning).
  - Emphasis on continuous evaluation and improvement – the team tracks metrics like response latency and reasoning depth.
  - Recent hires from top firms (Jump Trading, Two Sigma, Shopify) and university partnerships (Columbia Business School).

## Sources
1. [endex.ai](https://endex.ai/)
2. [linkedin.com/company/endexai](https://www.linkedin.com/company/endexai)
3. [openai.com/index/endex](https://openai.com/index/endex/)
4. [tracxn.com](https://tracxn.com/d/companies/endex/__1yPXQtxYejdoTb241G65VMwfNLRug0vfLus7qJxeNvo)

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