atominvest - Customer Success Manager
Requirements
• 3–6 years in a Customer Success, Implementation, or client-facing role within B2B SaaS — specifically serving financial services or asset management clients • Demonstrable experience managing enterprise implementations end-to-end, including data migration and multi-phase delivery • Solid working knowledge of private markets, fund structures and investor reporting • Exceptional project management instincts — you track every dependency, own every deadline, and communicate proactively when things shift • Highly analytical, with strong Excel skills and comfort working with complex client datasets • Polished, precise communicator — written and verbal — with the confidence to challenge and guide senior stakeholders • High professional standards and meticulous attention to detail; you notice what others miss • Entrepreneurial mindset: you thrive with autonomy, move quickly, and bring solutions not problems • Bonus: formal PM methodology (PMP, PRINCE2, etc.)
Responsibilities
• Own the full client lifecycle: requirements gathering, configuration, data migration, UAT, training, go-live, and post-deployment success • Lead structured implementation programmes for enterprise clients, managing complex timelines, dependencies, and senior stakeholder expectations • Run discovery workshops and executive business reviews with both operational and C-level contacts • Analyse client datasets, fund structures, and reporting workflows to design and configure optimal platform solutions • Proactively manage risk and escalation — keeping implementations on track in fast-moving, regulated environments • Partner with Product to manage change and operational risk during feature deployments — coordinating rollouts, communicating impact to clients, and ensuring new functionality lands smoothly within live production environments • Act as the bridge between clients and the product roadmap — gathering structured feedback, influencing prioritisation, and owning the end-to-end delivery of new features to your client base • Deliver consistently high-quality, responsive support, treating every client issue with urgency and ownership • Identify and develop expansion opportunities by understanding clients' broader operating models and strategic goals • Act as the voice of the client internally, contributing structured product feedback to Engineering and Product
Benefits
• Competitive compensation (fixed base salary + performance incentives) • 25 days of holiday per year + bank holidays • Hybrid working style (a minimum of 3 days in our central London office is required) • Cycle2Work scheme • Employee Assistance Programme (EAP) to support employee wellness • A culture of trust, ownership, responsibility and autonomy in your work • An incredible team of smart and mission-driven people to work with • Fun working atmosphere • Significant growth opportunities • Company-wide socials and events
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