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- Tasks: Manage client relationships and ensure customer success in a dynamic SaaS environment.
- Company: Join a fast-growing VC-backed company transforming the B2B treasury space.
- Benefits: Enjoy a vibrant work culture with opportunities for career growth and professional development.
- Why this job: Be part of a high-calibre team and make a real impact on client success.
- Qualifications: Strong relationship management experience, ideally in financial services, with excellent communication skills.
- Other info: Ideal for motivated professionals looking to elevate their careers in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
Exciting Client Relationship / Customer Success Opportunity in a Fast-Growing VC backed SaaS Business. Are you ready to take on a new challenge in a rapidly growing, VC-backed SaaS business? We’re partnering with an impressive company that’s transforming the B2B treasury space. With a high-calibre team from backgrounds in hedge funds, prime brokerage, and banking, they have set an incredibly high bar and are looking for top talent to join them on their journey.
We’re searching for someone with a strong client relationship background, ideally in a financial setting, who is ready to elevate their career. If you’re a seasoned professional with the ability to navigate complex client needs and you thrive in a high-touch environment, this could be the opportunity you’ve been waiting for.
About the Role: The core focus of the role is client relationships and customer success. As part of this team, you will become a superuser of the platform, mastering its functionalities and using that knowledge to add real value to your clients. Your expertise will allow you to offer tailored advice, insights, and product updates, ensuring clients make the most out of the platform. You’ll be the go-to person for your clients, proactively engaging with them to ensure their needs are met and exceeded. A key part of the role will also involve identifying opportunities to upsell modules that enhance the overall client experience and drive greater use of the platform’s capabilities.
What We’re Looking For: A client-focused professional with strong relationship management experience, ideally in financial services with a strong network across hedge funds, prime brokerage, or investment banking. An ability to speak the language of finance and data, with a solutions-driven approach to problem-solving. Comfort with proactively engaging clients and providing consultative advice on how they can optimise their use of the platform. Excellent communication and interpersonal skills, with the ability to build trust and rapport with senior clients.
This is a fantastic opportunity for someone who’s looking to take the next step in their career with a rapidly growing SaaS business. If you’re a motivated, client-focused professional with a passion for delivering exceptional service and building long-term relationships, we’d love to hear from you.
Customer Success / Client Relationship Manager with Hedge Fund Network employer: twentyAI
Contact Detail:
twentyAI Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success / Client Relationship Manager with Hedge Fund Network
✨Tip Number 1
Network with professionals in the hedge fund and financial services sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues or clients who can provide insights into the company culture and expectations.
✨Tip Number 2
Familiarise yourself with the latest trends in SaaS and B2B treasury solutions. Understanding the competitive landscape and the specific challenges faced by clients in this space will help you demonstrate your knowledge during interviews.
✨Tip Number 3
Prepare to discuss your previous client relationship successes in detail. Be ready to share specific examples of how you've navigated complex client needs and provided tailored solutions that enhanced their experience.
✨Tip Number 4
Showcase your communication skills by engaging with the company's online presence. Comment on their posts or share relevant content to demonstrate your interest and understanding of their business, which can set you apart from other candidates.
We think you need these skills to ace Customer Success / Client Relationship Manager with Hedge Fund Network
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your client relationship management experience, especially in financial services. Use specific examples that demonstrate your ability to navigate complex client needs and provide tailored solutions.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your background aligns with their focus on customer success and your understanding of the B2B treasury space.
Showcase Relevant Skills: Emphasise your communication and interpersonal skills in your application. Provide examples of how you've built trust and rapport with clients, particularly in high-touch environments.
Highlight Problem-Solving Abilities: Demonstrate your solutions-driven approach by including instances where you've successfully addressed client challenges. This will show your potential employer that you can add real value to their clients.
How to prepare for a job interview at twentyAI
✨Know Your Client Relationship Skills
Be prepared to discuss your experience in managing client relationships, especially in financial services. Highlight specific examples where you've successfully navigated complex client needs and how you added value to their experience.
✨Master the Platform
Familiarise yourself with the company's platform before the interview. Understand its functionalities and think about how you can leverage this knowledge to provide tailored advice to clients. This will show your commitment and readiness to become a superuser.
✨Speak the Language of Finance
Brush up on financial terminology and concepts relevant to hedge funds and investment banking. Being able to communicate effectively in this language will help you build rapport with senior clients and demonstrate your expertise.
✨Prepare for Consultative Scenarios
Think of potential scenarios where you might need to provide consultative advice to clients. Prepare to discuss how you would approach these situations, focusing on your solutions-driven mindset and proactive engagement strategies.
