Client Success Manager

InvestorFlow; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading CRM platform for alternative asset firms is seeking a Client Success Manager to oversee high-value enterprise clients. Your role involves building strong client relationships and ensuring satisfaction through expert support and strategic advice. The ideal candidate will have 2-5 years of experience in a client-facing role, preferably in a SaaS environment, and a Salesforce Administrator certification is highly desired.

Qualifications

• 2-5 years of experience in a client-facing role such as Client Success or Account Management.
• Salesforce Administrator certification or equivalent experience preferred.
• Experience managing real estate clients or supporting financial services firms.

Responsibilities

• Own and manage a book of high-value clients.
• Develop deep, consultative relationships with clients.
• Anticipate client needs and proactively mitigate risk.

Skills

Client Success

Account Management

Salesforce Administration

Communication Skills

Relationship Building

Job description

Overview

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.

InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

You will

• Own and manage a book of high-value, enterprise clients—serving as their primary point of contact and strategic advisor.
• Develop deep, consultative relationships and deliver a white-glove client experience that drives measurable value and long-term retention.
• Anticipate client needs and proactively mitigate risk through client health monitoring, solutioning, and stakeholder alignment.
• Serve as a quarterback across internal teams—collaborating with Product, Support, Sales, and Engineering to resolve issues, advocate for client needs, and drive continuous improvement.
• Work with the Client Partner on renewal strategy and identify upsell and expansion opportunities by aligning client goals with product capabilities.
• Translate complex workflows and product capabilities into clear value propositions and best practices for client teams.
• Represent the voice of the client in internal roadmap, support, and operational conversations.

You have

• 2-5 years of experience in a client-facing role such as Client Success, Account Management, or Enterprise Support, ideally within a SaaS or FinTech environment.
• Salesforce Administrator certification or equivalent experience configuring, managing, or supporting Salesforce workflows strongly preferred
• Direct experience managing real estate clients or supporting other financial services firms.
• Demonstrated success managing complex, high-stakes enterprise relationships.
• High EQ and executive presence with outstanding communication and relationship-building skills.

InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.