atominvest - Customer Success Manager
Requirements
• 3–6 years leading enterprise B2B SaaS implementations end-to-end, ideally within financial services or asset management — you've personally configured the platform, run the data migration, and solved the technical problems, not just coordinated the project plan and chased other people's tasks • Strong working knowledge of private markets — you can hold your own in a conversation about waterfalls, capital calls, or LP reporting requirements without translation • Genuinely hands-on and technical: comfortable working with APIs, data mapping, and integration concepts, and confident scoping technical requirements directly with a client's IT or data team • Proven experience running discovery workshops that produce a concrete implementation plan — not just a requirements document • Highly analytical, with strong Excel skills and comfort reconciling and migrating complex client datasets • Exceptional project management instincts — you track every dependency, own every deadline, and communicate proactively when things shift • A natural relationship-builder who's comfortable being the day-to-day face of a vendor to a demanding, sophisticated client — you read a room, adapt your style to a CFO or a data analyst, and can challenge and guide senior stakeholders with confidence • Delivery substance first: this isn't a role where charm and responsiveness alone can carry you — clients trust you because you know their data and their platform inside out, and the relationship is built on that • Entrepreneurial mindset: you thrive with autonomy, move quickly, and bring solutions not problems • Bonus: formal PM methodology (PMP, PRINCE2, etc.); prior experience with fund administration, PE/VC operations, or portfolio monitoring tools
Responsibilities
• Own the full client lifecycle: discovery, solution design, configuration, data migration, integrations, UAT, training, go-live, and post-deployment success • Act as the client's single day-to-day point of contact and the face of Atominvest — the credibility to hold that position comes from actually knowing the platform, the data, and the plan in detail • Run structured discovery workshops to translate a client's fund structures, data model, and reporting requirements into a concrete implementation plan and platform configuration • Design and advise on implementation plans — sequencing, dependencies, resourcing, and technical approach — rather than simply executing a pre-set template • Work with Product and Engineering to scope and discuss integrations with client technical teams (APIs, SFTP, data feeds), defining what's feasible and what the client needs to build or provide • Lead structured implementation programmes for enterprise clients, managing complex timelines, dependencies, and senior stakeholder expectations • Analyse client datasets, fund structures, and workflows to design and configure optimal platform solutions • Run executive business reviews with C-level contacts alongside Account Managers, distinct from technical discovery sessions, to align on progress and value delivered • Proactively manage risks and customer health • 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 delivery of new features to your client base • Deliver consistently high-quality, responsive, white-glove support — treating every client issue with ownership and clear judgment • Build genuine trust with client stakeholders at all levels, throughout the implementation and beyond — not just at renewal • Identify expansion opportunities by understanding clients' broader operating models and strategic goals
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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