Customer Success Manager
New
A
AveniFinancial services technology
Location: United Kingdom; Workplace: RemoteFull-TimeManager
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Required Skills
- Account Management
Requirements
- Have proven experience as a Customer Success Manager within a B2B SaaS business.
- Bring a structured, clear, and repeatable approach to account management and process execution.
- Have experience with software products used by large, distributed end-user bases.
- Demonstrate strong rapport-building, executive presence, and communication skills.
- Be willing and flexible to travel regularly to client sites across the UK.
- Experience with wealth management, financial planning, or wider financial services clients is preferred.
- Prior experience in a high-growth scale-up or start-up environment is preferred.
- Hands-on involvement in commercial renewal or account expansion conversations is preferred.
Responsibilities
- Understand each client’s business model, operational goals, and key challenges.
- Act as the main point of contact and handle client requests and concerns promptly and proactively.
- Track usage analytics across large end-user bases, identify engagement gaps, and work with the Enablement team to address them.
- Execute and refine customer success playbooks across client accounts.
- Lead regular check-ins and Executive or Quarterly Business Reviews to demonstrate value, ROI, and progress.
- Identify expansion and upsell opportunities in collaboration with the commercial team.
View Full Description & ApplyYou'll be redirected to the employer's site
