Client Success Manager

73 Strings; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

Join an innovative platform as a Client Success Manager, where you'll enhance client experiences and drive product adoption. This role offers the chance to work with leading private market firms, leveraging cutting-edge technology to deliver exceptional solutions in the financial services industry. You'll be the key advocate for clients, ensuring they maximize the value of our AI-powered platform. If you're a self-starter with strong analytical and communication skills, eager to explore the intersection of AI and corporate finance, this opportunity is perfect for you. Be part of a dynamic team and contribute to shaping the future of financial advisory and valuation.

Qualifications

• Minimum of 3 years in client-facing roles in financial services.
• Understanding of Private Equity and Private Credit valuation methodologies is a plus.

Responsibilities

• Own client relationships and drive product adoption.
• Conduct Quarterly Business Reviews to assess client satisfaction.
• Identify upsell opportunities to contribute to revenue growth.

Skills

Client-facing experience

Critical thinking

Time management

Analytical skills

Presentation skills

Self-starter

Collaboration skills

French speaking

Education

Graduate or post-graduate qualification

Tools

MS Office

MS Excel

Job description

OVERVIEW OF 73 STRINGS:

73 Strings is an innovative platform providing comprehensive data extraction, monitoring, and valuation solutions for the private capital industry. The company's AI-powered platform streamlines middle-office processes for alternative investments, enabling seamless data structuring and standardization, monitoring, and fair value estimation at the click of a button. 73 Strings serves clients globally across various strategies, including Private Equity, Growth Equity, Venture Capital, Infrastructure and Private Credit.

Our 2025 $55M Series B, the largest in the industry, was led by Goldman Sachs, with participation from Golub Capital and Hamilton Lane, with continued support from Blackstone, Fidelity International Strategic Ventures and Broadhaven Ventures.

About The Role

We are seeking an enthusiastic and energetic associate to join our team of talented financial advisory, valuation professionals, and engineers. As a Client Success Manager at 73 Strings, you will play a crucial role in the portfolio monitoring and valuation aspects, contributing to the development of products that leverage cutting-edge technology to deliver innovative solutions for the financial services industry. You will work with some of the largest private market firms independently, exploring uncharted territories at the intersection of AI and corporate finance.

Responsibilities

1. Act as the overall relationship owner for each client.
2. Drive product adoption and ensure clients are leveraging our software to its full potential.
3. Advocate for clients’ needs and requirements.
4. Conduct Quarterly Business Reviews (QBRs) to assess client satisfaction and identify areas for improvement.
5. Map the client journey to understand and enhance the client experience.
6. Monitor client health and engagement levels to proactively address potential issues.
7. Identify upsell and cross-sell opportunities to contribute to revenue growth.
8. Collaborate with sales and marketing teams to align strategies with client insights.
9. Provide feedback to the product team based on client input and usage patterns.
10. Develop success plans for clients to achieve their goals with our platform.

Qualifications

1. Graduate or post-graduate qualification with a minimum of 3 years of client-facing experience in a professional services environment within financial services, private equity, investment banking, fintech, or similar sectors.
2. Strong critical thinking and time management skills.
3. Understanding of various Private Equity and Private Credit valuation methodologies and approaches is a plus.
4. French speaking skills are highly desirable.
5. Self-starter with a strong desire to learn, grow, and consistently exceed objectives.
6. Excellent analytical skills and the ability to create and deliver presentations tailored to the audience’s needs.
7. Knowledge of MS Office with exceptional MS Excel skills.
8. Strong written, verbal, and collaboration skills.