At a Glance
- Tasks: Manage post-sale relationships and ensure clients maximise value from their accounts.
- Company: Join Auquan, a pioneering AI company transforming institutional finance.
- Benefits: Competitive salary, performance bonuses, equity options, and flexible PTO.
- Other info: Hybrid role with collaborative culture across London and Bangalore.
- Why this job: Shape the future of customer success in a fast-growing tech environment.
- Qualifications: 5-7 years in B2B SaaS Customer Success with enterprise accounts.
The predicted salary is between 60000 - 80000 £ per year.
About the company
Auquan builds autonomous AI agents that eliminate repetitive work across institutional finance. Our agents power workflows across credit, investment, ESG, and compliance for firms like MetLife, T. Rowe Price, BC Partners, and ERM. We’re a Series A company defining a new category: agentic AI for institutional workflows. Today, 40% of the world’s top 50 financial institutions use Auquan. Our constraint is no longer demand — it’s how quickly we can turn initial deployments into deep, multi-team platform relationships. Customer Success is central to whether that happens.
Job Description
We’re hiring our first dedicated UK Customer Success Manager to own post-sale relationships across UK/EMEA enterprise accounts. Your job is to ensure customers are getting the full value from their accounts, and to translate usage patterns into signals that drive retention and growth. You’ll own adoption, account health, and the feedback loop between clients and the rest of the business. You’ll also build the CS function from scratch: playbooks, health scoring, QBR frameworks, renewal processes.
What You’ll Do
- Running a structured account health cadence: knowing which accounts are healthy, drifting, or at risk well before renewal
- Driving adoption post-delivery: ensuring clients independently use what’s been built and see measurable impact in their workflows
- Observing usage patterns to identify where workflows are underused, where friction exists, and where adjacent opportunities are emerging — and surfacing that to Sales and Outcomes
- Building relationships across each account at multiple levels, from day-to-day users to executive sponsors
- Running QBRs tied to client investment processes and strategic priorities — the kind that deepen relationships and surface new conversations
- Owning client escalations end-to-end from basic access and technical issues through to complex workflow problems: building triage and response patterns so issues are resolved once and don’t recur
- Providing subject matter expertise in the domains you support (e.g. ESG, credit) so you can translate client feedback into precise, actionable signal for Product, Research, and Outcomes
- Feeding structured signal to Product on recurring friction, adoption gaps, and where clients are pulling hardest
- Building the CS function: health scoring models, renewal playbooks, Sales handover standards, onboarding frameworks
Job Responsibilities
What We’re Looking For
Must-haves
- 5–7 years in B2B SaaS Customer Success managing enterprise accounts with five- and six-figure ACVs
- Demonstrated retention metrics: specific GRR, NRR, account values managed
- Enterprise relationship management at senior levels: CIOs, COOs, MDs, Partners, investment and ops leaders
- Strong instinct for reading usage patterns and translating them into actionable signal for Sales and Product
- Experience in ESG workflows for institutional investors: you understand how private equity, credit, or asset management teams actually use ESG data, what they’re accountable for, and what good output looks like
- AI-first operator: you actively use AI tools in your own work as a baseline and you’ve driven adoption with your team. You know what good looks like and how to automate processes for it.
Nice-to-haves
- Experience in multi-workflow or multi-product environments
- Familiarity with HubSpot, Slack, Google Workspace
What Success Looks Like
In your first 90 days:
- You’ve completed structured onboarding across your full account book
- You’ve run your first round of QBRs and have a clear view of health across the portfolio
- You’ve meaningfully advanced the first version of the CS health scoring model and renewal playbook
Over time:
- Accounts renew because usage is deep and value is visible
- Your signal on usage patterns and friction consistently informs Sales and Product decisions
- You help define what good CS looks like at Auquan, and the function reflects it
Job Benefits
This is a London or Bangalore, hybrid role; we work together in the office 3 anchor days per week, with flexibility. You should also be comfortable collaborating across time zones (US, UK, India). We offer a competitive package designed to support you both inside and outside of work:
- Base Salary: Factors that may impact the agreed upon salary within the range for a particular candidate include years of experience, level of education obtained, skill set, and other external factors.
- Performance Bonus: Target range
- Equity: Meaningful stock options so you share in our growth
- Time Off: Flexible PTO
- Health & Wellbeing: Private Medical Insurance (UK)
- Retirement: Options depending on jurisdiction
Customer Success Manager employer: Auquan
At Auquan, we pride ourselves on being an innovative employer that champions employee growth and collaboration. As a Customer Success Manager in our London office, you'll be at the forefront of building meaningful relationships with top financial institutions while enjoying a flexible hybrid work environment, competitive salary, and comprehensive benefits including private medical insurance and equity options. Join us to shape the future of agentic AI and make a tangible impact in the world of institutional finance.
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 employees at Auquan on LinkedIn and ask about their experiences. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by understanding Auquan's products inside out. Dive into how their AI agents work and think about how you can help clients maximise their value. Show them you’re not just another candidate!
✨Tip Number 3
Practice your storytelling skills! Be ready to share specific examples of how you've driven customer success in the past. Use metrics to back up your claims – numbers speak volumes in this game.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your excitement about the role can keep you top of mind. Plus, it shows you’re genuinely interested in joining the team.
We think you need these skills to ace Customer Success Manager
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Customer Success Manager role. Highlight your experience in B2B SaaS and how you've managed enterprise accounts, as this will show us you're a great fit for what we're looking for.
Showcase Your Achievements:Don’t just list your responsibilities; we want to see your impact! Include specific metrics or examples of how you’ve driven retention and growth in previous roles. This helps us understand the value you can bring to Auquan.
Demonstrate Your Understanding of AI and ESG:Since we’re all about AI and ESG workflows, make sure to mention any relevant experience you have in these areas. Show us that you know how institutional investors use ESG data and how AI can enhance their workflows.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Auquan
✨Know Your Customer Success Metrics
Before the interview, brush up on key metrics like Gross Revenue Retention (GRR) and Net Revenue Retention (NRR). Be ready to discuss how you've achieved these in your previous roles, as this will show your understanding of what drives success in customer relationships.
✨Demonstrate Your Relationship-Building Skills
Prepare examples of how you've built strong relationships with senior stakeholders in past roles. Highlight specific instances where you’ve engaged with CIOs or COOs, as this will resonate well with the hiring team at Auquan.
✨Showcase Your Analytical Mindset
Be ready to talk about how you've observed usage patterns and translated them into actionable insights. Bring examples of how your analysis has led to improved customer adoption or resolved friction points, which is crucial for the role.
✨Familiarise Yourself with AI Tools
Since Auquan is an AI-focused company, demonstrate your familiarity with AI tools and how you've used them in your work. Discuss any experiences where you've driven adoption of such tools within your team, as this will align perfectly with their expectations.
