AI-Driven Audit CSM & Implementations

Platformed Ltd; City Of London; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Equity options

33 days annual leave

First Friday off each month

Competitive base salary prioritized

Job summary

Platformed is hiring a Customer Success Manager to own the customer journey from pilot to live deployment and beyond. You will run POCs and end-to-end deployments, tailor Platformed configurations to each firm’s audit methodology, and drive adoption with onsite workshops and training in the Central London area.

You will translate customer needs into product feedback, identify AI-enabled workflows, and build playbooks that scale deployments while maintaining strong relationships with auditors,

Qualifications

• 3–5 years of experience in a customer-facing delivery role (implementation/solutions/technical consulting or audit/advisory).
• Audit experience is a plus (external audit or risk advisory).
• Experience running projects end to end with timelines and stakeholders.
• Technically confident with structured data and eager to understand underlying AI logic.
• Curious about AI and able to suggest tooling or AI workflows.

Responsibilities

• Lead POCs and end-to-end implementations with clear milestones.
• Deliver projects on time with plans, gates, risks and stakeholder communications.
• Run training sessions for auditors, managers and partners.
• Spend time onsite with customers and prospects to run workshops and discovery sessions.
• Translate client audit methodologies into Platformed configurations and data handling.
• Read usage data to spot configuration issues before customers.
• Own and nurture a portfolio of customer accounts post go-live.
• Identify expansion opportunities and support sales with business cases.
• Turn customer insights into product feedback and roadmap inputs.
• Contribute to playbooks, templates and tooling to standardize deployments.

Skills

Customer engagement

Project management

Stakeholder management

Communication

Office/onsite readiness

Education

ACA/ACCA/CPA/CA or equivalent

Job description

Platformed is hiring a Customer Success Manager to own the customer journey from pilot to live deployment and beyond. You will run POCs and end-to-end deployments, tailor Platformed configurations to each firm’s audit methodology, and drive adoption with onsite workshops and training in the Central London area.

You will translate customer needs into product feedback, identify AI-enabled workflows, and build playbooks that scale deployments while maintaining strong relationships with auditors,