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For Companies At a Glance
- Tasks: Drive customer success and engagement for top-tier private equity clients.
- Company: Capsa AI is revolutionising private equity with cutting-edge AI insights.
- Benefits: Enjoy private healthcare, remote work options, and a home office setup budget.
- Why this job: Join a dynamic team and make a real impact in the fintech space.
- Qualifications: 3+ years in B2B SaaS Customer Success or similar roles required.
- Other info: Hybrid role based in London, with a focus on client relationships.
The predicted salary is between 43200 - 72000 £ per year.
About Us
Capsa AI is an operating system that aggregates, structures, and generates insights from company and market data for Private Equity (PE) funds. Founded in December 2023, we are already serving top-tier PE funds managing over £40 billion across the US, UK, and Europe.
We seek a Customer Success Manager to drive adoption and revenue growth through exceptional customer experiences. Working with sophisticated private equity clients, you will ensure they achieve measurable business impact from our platform throughout their entire journey with Capsa.
Location: London, UK (Hybrid, in-person 4 days per week)
Experience Required:
- 3+ years in B2B SaaS Customer Success, Onboarding, or a similar client-facing role
- Drive engagement, increase usage, maintain retention and expand accounts
- Engage in commercial discussions: Support negotiations and ensure smooth trial-to-paid transitions
- Customer Management: Experience with complex customers, ideally in fintech, data/analytics, or enterprise SaaS
- Commercial Focus: Project Management
- Financial experience (PE, VC or financial services clients)
- Background in investment banking, consulting, fintech, or enterprise sales
- Familiarity with key CS KPIs (trial-to-paid conversion, Net Revenue Retention, NPS)
- Ability to explain AI/data-driven products to non-technical users
Benefits:
- Private healthcare insurance
- One month per year remote working
- Budget for setting up your home office
Contact Detail:
Capsa AI Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CSM Manager
✨Tip Number 1
Familiarise yourself with the private equity landscape and the specific challenges faced by PE funds. Understanding their needs will help you demonstrate how your experience in Customer Success can directly benefit Capsa AI's clients.
✨Tip Number 2
Network with professionals in the B2B SaaS and fintech sectors. Attend industry events or webinars to connect with potential colleagues or mentors who can provide insights into the role and company culture at Capsa AI.
✨Tip Number 3
Prepare to discuss specific metrics and KPIs relevant to Customer Success, such as Net Revenue Retention and trial-to-paid conversion rates. Being able to articulate your past successes with these metrics will showcase your commercial focus.
✨Tip Number 4
Brush up on your ability to explain complex AI and data-driven concepts in simple terms. This skill is crucial for engaging with non-technical users and will set you apart as a candidate who can bridge the gap between technology and customer needs.
We think you need these skills to ace CSM Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in B2B SaaS Customer Success, Onboarding, or similar roles. Emphasise your achievements in driving customer engagement and retention, particularly with complex clients.
Craft a Compelling Cover Letter: In your cover letter, express your passion for customer success and how your background in fintech or data analytics aligns with Capsa AI's mission. Mention specific examples of how you've driven measurable business impact in previous roles.
Highlight Relevant Skills: Clearly outline your familiarity with key Customer Success KPIs such as trial-to-paid conversion and Net Revenue Retention. This will demonstrate your understanding of the metrics that matter to Capsa AI.
Showcase Your Communication Skills: Since the role involves explaining AI/data-driven products to non-technical users, provide examples in your application of how you've successfully communicated complex concepts to diverse audiences.
How to prepare for a job interview at Capsa AI
✨Understand the Company and Its Vision
Before your interview, make sure to research Capsa AI thoroughly. Understand their mission, the market they operate in, and their vision for the future. This will help you align your answers with their goals and demonstrate your genuine interest in the company.
✨Showcase Your Customer Success Experience
Prepare specific examples from your previous roles that highlight your experience in B2B SaaS Customer Success. Focus on how you've driven engagement, increased usage, and maintained retention with complex customers, especially in fintech or data analytics.
✨Be Ready for Commercial Discussions
Since the role involves engaging in commercial discussions, be prepared to discuss your approach to negotiations and how you've successfully transitioned clients from trial to paid. Highlight any relevant metrics or KPIs you've achieved in past roles.
✨Communicate Technical Concepts Simply
As you'll be explaining AI and data-driven products to non-technical users, practice simplifying complex concepts. Be ready to demonstrate your ability to communicate effectively with diverse audiences, ensuring they understand the value of the platform.
