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For Companies At a Glance
- Tasks: Drive customer success and revenue growth through exceptional experiences and support.
- Company: Capsa AI is an innovative platform for Private Equity funds, founded in 2023.
- Benefits: Enjoy private healthcare, remote work options, and a budget for your home office setup.
- Why this job: Join a fast-paced startup with a focus on AI and customer obsession, making a real impact.
- Qualifications: 3+ years in B2B SaaS Customer Success or similar roles; proactive and eager to learn.
- Other info: Hybrid role in London; must have the right to work in the UK.
The predicted salary is between 36000 - 60000 £ 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 $50 billion across the US, UK, and Europe. We have raised $2.3 million from Tier-1 VCs and leading PE angels, with our vision to become the leading AI platform for private capital funds.
Our founding team has deep domain expertise in PE and AI. Our CEO, Danyal, has spent most of his career in PE and Investment Banking at blue-chip financial institutions such as AEA Investors, Citigroup, and Deutsche Bank. Our CTO, Callum, is an expert in Machine Learning and AI, having worked at leading defence companies like QinetiQ, and retail tech startups such as Standard AI.
The Role
We seek a Customer Success Manager to drive adoption and revenue growth through exceptional customer experiences. You will guide both paying clients and trial users, playing a crucial role in converting trials to customers. Working with sophisticated private equity clients, you will ensure they achieve measurable business impact from our platform throughout their entire journey with Capsa.
This role is ideal for someone with 3–4 years of experience who wants more ownership and the chance to grow into a strategic CS role over time. Experience working with PE/finance clients is helpful but not essential — we are looking for someone smart, proactive, and excited to own problems and learn fast.
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
Remuneration: Highly Competitive + Generous ESOP
Visa: We do not sponsor visas yet. You must have the right to work in the UK.
Key Responsibilities
- Maximise trial-to-paid conversion: Guide customers to early wins & conversions
- Ensure long-term success: Drive engagement, increase usage, maintain retention and expand accounts
- Engage in commercial discussions: Support negotiations and ensure smooth trial-to-paid transitions
- Collaborate with Sales & Product: Bridge customer needs with internal teams
- Develop scalable processes: Create playbooks to improve efficiency
- Act as a trusted advisor: Build relationships by understanding clients' needs
- Feed customer feedback into Product and Engineering to influence roadmap
Requirements
- 3+ years in Customer Success, Implementation, or Account Management in a B2B SaaS company
- Customer Management: Experience with complex customers, ideally in fintech, data/analytics, or enterprise SaaS
- Commercial Focus: Track record of driving expansions via renewals & negotiations
- Communication: Confidently engage with C-suite and investment professionals
- Project Management: Coordinate multiple customer trials while implementing standardised procedures
- Analytical Thinking: Analyse usage for key insights to drive informed actions
- Startup Mindset: Thrive in a fast-moving environment with no bureaucracy
Nice To Haves
- 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
Our Philosophy
- Small, talented team focusing on moving quickly with no unnecessary meetings
- Keeping things simple by solving real problems with AI
- Customer obsession – staying close to build products they love
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 Customer Success Manager (City of London)
✨Tip Number 1
Familiarise yourself with the private equity landscape and the specific challenges these clients face. Understanding their needs will help you engage more effectively during interviews and demonstrate your proactive approach.
✨Tip Number 2
Network with professionals in the B2B SaaS and customer success sectors, especially those with experience in finance or private equity. This can provide valuable insights and potentially lead to referrals that could strengthen your application.
✨Tip Number 3
Prepare to discuss specific examples of how you've driven customer success in previous roles. Highlight your ability to convert trials into paid customers and any strategies you've implemented to enhance customer engagement.
✨Tip Number 4
Showcase your analytical skills by being ready to discuss how you've used data to inform decisions in past roles. Being able to analyse customer usage and derive actionable insights will resonate well with Capsa AI's focus on measurable business impact.
We think you need these skills to ace Customer Success Manager (City of London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in B2B SaaS Customer Success or similar roles. Emphasise any achievements related to customer engagement, retention, and trial-to-paid conversions.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of Capsa AI's mission and how your skills align with their goals, particularly in driving customer success and engagement.
Showcase Relevant Skills: Highlight your analytical thinking and project management skills. Provide examples of how you've successfully managed complex customer relationships and driven commercial discussions in previous roles.
Research the Company: Familiarise yourself with Capsa AI's products and the private equity sector. Understanding their platform and the challenges faced by their clients will help you articulate how you can contribute to their success during the application process.
How to prepare for a job interview at Capsa AI
✨Understand the Company and Its Vision
Before your interview, make sure you thoroughly research Capsa AI and its mission. Familiarise yourself with their operating system and how it serves private equity funds. This will help you demonstrate your genuine interest in the company and align your answers with their goals.
✨Showcase Your Customer Success Experience
Prepare to discuss specific examples from your previous roles that highlight your experience in B2B SaaS Customer Success. Focus on how you've driven trial-to-paid conversions and maintained customer relationships, as these are key responsibilities for the role.
✨Demonstrate Analytical Thinking
Be ready to talk about how you've used data to drive decisions in your past roles. Discuss any experience you have with analysing customer usage and how those insights led to improved customer engagement or retention.
✨Prepare for Commercial Discussions
Since the role involves engaging in commercial discussions, think of examples where you've successfully negotiated renewals or expansions. Highlight your ability to communicate effectively with C-suite executives and investment professionals, as this will be crucial in your interactions with clients.
