Customer Success Manager (CSM)
New
V
ValuticoFinTech
United KingdomFull-TimeMiddle
Salary£40-45k Base + Commission
Apply NowOpens the employer's application page
Job Details
- Languages
- Fluent / Native English
- Experience
- 3+ years
- Required Skills
- Project ManagementFinancial analysisCustomer SuccessAccount Management
Requirements
- 3+ years of experience in Finance / Business Valuation, Account Management, or Customer Success.
- Ability to work remotely and autonomously.
- Experience in Customer Success or studies in Finance (valuation sphere preferred).
- Strong motivation and a customer-focused mindset.
- Excellent organizational and project management skills.
- Strong verbal and written English communication skills.
- Strategic planning capabilities.
- Analytical and process-oriented mindset.
- Comfortable working across multiple departments in a deadline-driven environment.
- Ability to quickly adjust priorities and act as a self-starter.
- Fluent or native English proficiency.
Responsibilities
- Serve as day-to-day contact for assigned accounts to build trust and identify opportunities.
- Manage the customer journey, providing consultative support to help clients achieve their goals.
- Facilitate workflows between project team members and third-party providers to ensure timely deliverables.
- Collaborate and strategize on client meetings with team members.
- Prepare client documentation and analyze performance trends, including C-Sat/NPS scores.
- Work with sales and marketing teams to develop case studies and collect customer references.
- Monitor customer health metrics and gather feedback via platforms like Intercom.
- Communicate customer issues, bugs, and feature requests to the Product Team.
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