Bengaluru
Overview
Mili (getmili.ai) is an advanced AI workflow agent built exclusively for wealth managers and financial advisors. We are building for the industry managing $48T in assets, automating the heavy lifting of client meetings, CRM data entry, and compliance documentation so advisors can focus on what matters most: their clients.
We are a fast-growing startup looking for a highly technical, high-energy Customer Success Intern to act as the operational engine for our team. This isn't a traditional support role; this is an opportunity to become an AI-native CS professional. You won't just be supporting an AI product—you will learn how to leverage GenAI to scale your own workflows, automate proactive outreach, and deliver 10x the value of a traditional CSM.
What You’ll Do
The Operational Engine: Partner directly with a Lead CSM in a "pod" structure to manage a portfolio of wealth advisory firms. While they handle the high-level strategy, you will own the day-to-day execution, onboarding configurations, and technical troubleshooting.
Pioneer AI-Native Workflows: Build automation and utilize advanced prompts to deliver proactive insights to your clients. You will use AI to make your own daily CS operations faster and smarter.
Workflow & Template Building: Take a wealth firm's complex analog processes and translate them into custom Mili templates, rubrics, and automated outputs.
Technical Triage: Dig into the weeds when things break. You’ll troubleshoot bi-directional CRM integrations (Salesforce, Wealthbox, eMoney) and translate technical logs into clear communication for our engineering team.
Knowledge Creation: Build out playbooks, help-center articles, and video tutorials that explain AI concepts to non-technical financial advisors in a simple, empathetic, and professional way.
What We’re Looking For
Experience: 0-2 years of experience in customer success, tech-ops, analytics, or a related client-facing role.
The "Go-Getter" Attitude: You thrive in a fast-paced, early-stage startup environment. You don't wait for instructions; you see a broken process and you fix it.
Technical Chops: You aren't afraid of APIs, complex software integrations, or advanced GenAI prompt engineering. You can simplify these complex topics for non-technical audiences.
Data Fluency: Strong proficiency in Excel/Google Sheets (advanced formulas, pivot tables, data manipulation) to pull actionable insights from raw usage data.
Polish & Empathy: You are dealing with financial professionals. You must possess excellent verbal and written communication skills and project a highly professional, solution-oriented demeanor.
Why Mili?
The AI-Native Advantage: Be at the forefront of the CS industry. You will leave this role knowing exactly how to apply AI to scale customer success operations.
The Pod Model: Learn from the best. You will be mentored directly by seasoned CS professionals and work closely with the founding team.
Real Impact: You aren't fetching coffee; you are building the operational foundation of a high-growth tech company tackling a $48 Trillion market.
Growth: Fast learning, zero bureaucracy, and a clear path to a full-time role for top performers.