Customer Success Manager

Do you possess previous Customer enagagmenent experience in a SAAS environment?
Are you motivated to work in a fast-paced customer centric environment?
About Our Client
A dynamic and purpose-led financial services company based in London, with a mission is to empower the industry to make better decisions for superior long-term outcomes.
With over 4,000 professionals currently working, a unique opportunity for a Customer Success Manager to join the vibrant and thriving team in London.
Job Description
As a Customer Success Manager, the role is extremely diverse and working as a part of a vibrant and engaging team:
Sales Handoff & CRM Management
Oversee smooth transition from Sales to Customer Success
Create client accounts and maintain accurate CRM records
2. Understanding Client Needs
Capture the client\’s goals and reasons for choosing the in-house platform
3. Client Onboarding
Deliver structured onboarding with training and follow-ups
Ensure clients are set up for success from day one
4. Product Engagement & Adoption
Monitor usage and encourage active engagement
Provide guidance on new features and ongoing training
5. Client Relationship Management
Own a portfolio of clients, conducting regular check-ins
Address concerns and provide strategic support
Act as a trusted advisor and voice of the customer
6. Internal Communication & Feedback Loop
Share insights, issues, and feature requests with senior management
Act as a liaison between clients and the development team
7. Client Support & Documentation
Respond promptly to client inquiries via email or phone
Keep all client-facing materials, guides, and videos updated
8. Process Improvement
Assist the Senior Manager in refining Customer Success processes
Contribute to CRM workflow setup and usage mapping
The Successful Applicant
A successful \’Customer Success Manager\’ should have:
Experience in customer service, client engagement, or