Customer Success Manager - SaaS for Investments

Atominvest; Greater London; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading investment technology firm in Greater London is seeking a Customer Success Manager to own the delivery of their platform. You will manage client onboarding and ensure satisfaction through strong communication and project management. The ideal candidate has experience in a B2B SaaS environment, understands private markets, and is an analytical thinker. This role offers competitive compensation, a hybrid work model, and significant growth opportunities.

Benefits

Competitive compensation

25 days holiday

Hybrid working style

Cycle2Work scheme

Employee Assistance Programme

Trust and ownership culture

Fun working atmosphere

Growth opportunities

Social events

Qualifications

• Experience in a client-facing role in B2B SaaS.
• Strong understanding of investor reporting.
• Organized, with strong attention to detail.
• Experience with client datasets.

Responsibilities

• Act as the main point of contact for client onboarding.
• Manage the customer lifecycle from implementation to success.
• Analyze workflows and configure optimal solutions.
• Deliver white-glove support and resolve issues quickly.

Skills

Customer Success experience

Understanding of private markets

Strong project management

Analytical skills

Advanced Excel skills

Clear communication

Client service delivery

Collaborative teamwork

Ambitious mindset

Job description

A leading investment technology firm in Greater London is seeking a Customer Success Manager to own the delivery of their platform. You will manage client onboarding and ensure satisfaction through strong communication and project management. The ideal candidate has experience in a B2B SaaS environment, understands private markets, and is an analytical thinker. This role offers competitive compensation, a hybrid work model, and significant growth opportunities.