London-Based ESG SaaS Client Success Lead

Apex Group Ltd; Greater London; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

Apex Group Ltd in London with Holtara is seeking a Client Success Manager to act as the primary liaison for UK clients, driving post-onboarding engagement and ESG improvements across portfolios.

You will own a client portfolio, nurture senior relationships, and coordinate with advisory, platform, and commercial teams to maximise value and client satisfaction. Hybrid role with travel to client meetings as required.

Qualifications

• 4+ years in a client-facing role (Client Success, Account Management, Sales, Consulting, ESG, or tech).
• Experience with high-profile or international clients.
• Experience with SaaS platforms or tech-enabled services.
• Strong collaboration and communication across internal teams.

Responsibilities

• Act as the primary relationship lead for a portfolio of UK clients, ensuring strong engagement, communication, and delivery throughout the client lifecycle.
• Coordinate all aspects of client engagement and delivery, ensuring projects are aligned, efficient, and delivered to a high standard.
• Ensure consistently high-quality report delivery, both in content and timing, reflecting client needs, ESG priorities, and areas of high-impact potential.
• Proactively identify opportunities to improve delivery processes, client experience, and product effectiveness to ensure Holtara remains efficient and best-in-class.
• Proactively identify, develop, and support the conversion of advisory opportunities across ESG due diligence, climate transition, sustainability value creation, ESG reporting, regulatory readiness, sustainable finance, and impact.
• Work closely with Holtara.io (our sustainability platform) and technology colleagues to ensure client feedback is represented in our product roadmap.
• Collaborate with internal teams, including advisory, platform, and commercial colleagues, to ensure client needs are understood and effectively addressed.

Skills

Client management

SaaS

ESG knowledge

Cross-functional collaboration

Communication skills

Tools

CRM systems

Data analysis tools

Job description

Apex Group Ltd in London with Holtara is seeking a Client Success Manager to act as the primary liaison for UK clients, driving post-onboarding engagement and ESG improvements across portfolios.

You will own a client portfolio, nurture senior relationships, and coordinate with advisory, platform, and commercial teams to maximise value and client satisfaction. Hybrid role with travel to client meetings as required.