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For Companies At a Glance
- Tasks: Manage client relationships and ensure successful implementation of our investment platform.
- Company: Join Atominvest, a fast-growing software company revolutionising the investment industry.
- Benefits: Competitive salary, 25 days holiday, hybrid work, and wellness support.
- Why this job: Be part of a mission-driven team making a real impact in ethical investing.
- Qualifications: Experience in Customer Success or client-facing roles in B2B SaaS.
- Other info: Dynamic environment with significant growth opportunities and a fun team culture.
The predicted salary is between 36000 - 60000 £ per year.
Who is Atominvest
Our software powers the world’s leading investment firms (across private equity, VC, infrastructure, credit etc.) enabling them to efficiently manage and drive value across their core business functions of investing, fundraising, operations and sustainability. At Atominvest, you’ll be working on something very exciting: the future of work, investments and sustainability/ethical investing for the world’s best investors, and delivering a positive impact through this. Based on the growth we are experiencing, we think we’re on to something big. It won’t be easy. Joining a scale-up business is an amazing and rewarding challenge, pushing well beyond the boundaries of natural growth cycles. You’ll move quicker than feels comfortable, and be brilliant at continually re-prioritising what must get done to keep Atominvest growing year over year at the pace of the best SAAS companies on the planet. We’ve gone from zero to ten, now we’re looking to go from ten to one hundred!
Role Overview
As a Customer Success Manager at Atominvest, you will own the end-to-end delivery of our platform for both new and existing clients. You will serve as the primary partner for some of the world’s leading alternative investment managers, ensuring fast, smooth implementations while driving adoption, advocacy, and long-term account expansion. This role sits at the heart of our commercial organisation - representing the face of Atominvest to clients and collaborating closely with Product, Engineering, and Sales to ensure client objectives are consistently met.
What You’ll Be Doing
- Act as the main point of contact for clients throughout onboarding, implementation, and ongoing success.
- Manage the full customer lifecycle: requirements gathering, configuration, data migration, testing, training, go-live, and post-deployment adoption.
- Shorten time-to-value by proactively managing timelines, dependencies, and client expectations.
- Analyze client datasets, workflows, and reporting structures to configure optimal solutions.
- Lead discovery workshops, training sessions, and regular business reviews with decision makers and operational stakeholders.
- Deliver white-glove support, ensuring issues are escalated, prioritised, and resolved quickly.
- Identify expansion opportunities by understanding client goals and how Atominvest can support their broader operating model.
If you’re excited by solving complex problems for sophisticated clients and influencing how the alternative investments industry operates, we’d love to hear from you.
Requirements
- Prior experience in Customer Success, Implementation, or a client-facing role in a high-growth B2B SaaS environment.
- Strong understanding of the private markets ecosystem, investor reporting, and ideally fund accounting concepts.
- Exceptionally organised, with strong project management instincts and attention to detail.
- Analytical, structured thinker with experience interpreting and working with client datasets.
- Advanced Excel skills.
- Clear, concise written and verbal communication—you can simplify complexity for senior stakeholders.
- Proven ability to deliver best-in-class client service in fast-moving environments.
- Collaborative team player who contributes ideas and learns quickly.
- Ambitious, entrepreneurial mindset with resilience and a bias toward action.
- Bonus: hands-on project management experience or formal PM frameworks.
Interview Process
- Initial screening call
- Case study
- Interview with our Global Head of Customer Success
- Interview with our US Customer Success Lead
- Offer and onboarding at Atominvest
What we offer
- 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
Customer Success Manager employer: Atominvest
Contact Detail:
Atominvest Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Atominvest on LinkedIn. Ask them about their experiences and any tips they might have for the interview process. This insider info can give us a leg up!
✨Tip Number 2
Prepare for those case studies! Brush up on your analytical skills and think about how you would approach real client scenarios. We want to show that we can think on our feet and deliver solutions that matter.
✨Tip Number 3
Practice makes perfect! Get a friend to do mock interviews with you, focusing on common questions for Customer Success roles. This will help us articulate our thoughts clearly and confidently when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us that you’re genuinely interested in being part of the Atominvest team.
We think you need these skills to ace Customer Success Manager
Some tips for your application 🫡
Show Your Passion: When you're writing your application, let your enthusiasm for the role shine through! We want to see that you’re genuinely excited about working in Customer Success and making a difference in the investment industry.
Tailor Your Experience: Make sure to highlight your relevant experience in Customer Success or similar roles. We love seeing how your background aligns with what we do at Atominvest, so don’t hold back on those specific examples!
Be Clear and Concise: We appreciate clear communication, so keep your application straightforward. Use simple language to explain your skills and experiences, especially when discussing complex topics related to private markets or client management.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Atominvest
✨Know Your Stuff
Before the interview, dive deep into Atominvest's platform and the private markets ecosystem. Understand their software's features and how they benefit clients. This will help you speak confidently about how you can contribute to their mission.
✨Showcase Your Project Management Skills
Be ready to discuss your experience in managing customer lifecycles and projects. Use specific examples to illustrate how you've successfully handled onboarding, implementation, and client support in fast-paced environments. This will demonstrate your fit for the role.
✨Prepare for Case Studies
Since there's a case study in the interview process, practice analysing datasets and presenting solutions. Think about how you would approach a client's needs and how Atominvest's platform can address them. This will show your analytical skills and problem-solving abilities.
✨Communicate Clearly
During the interview, focus on clear and concise communication. Practice simplifying complex concepts, especially around investor reporting and fund accounting. This will highlight your ability to engage with senior stakeholders effectively.
