At a Glance
- Tasks: Manage enterprise accounts, ensuring client success from onboarding to renewal.
- Company: Award-winning SaaS provider with a focus on innovation.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Ideal for those with a background in law, finance, or professional services.
- Why this job: Join a dynamic team and make a real impact in client relationships.
- Qualifications: 3+ years in customer success or account management in B2B SaaS.
The predicted salary is between 60000 - 75000 £ per year.
Our client is an innovative and award-winning SaaS provider. They are looking for a customer success manager.
Responsibilities
- You’ll manage a portfolio of enterprise accounts across our client UK/EU customer base primarily law firms, PE funds, and accountancy/tax practices from pre‑sales pilots through to onboarding, expansion, and renewal.
- You’ll co‑own the client relationship across its full lifecycle together with the Account Executive assigned to each client.
What you’ll be doing
- Pre‑sales pilots – For complex evaluations, work alongside the Revenue team from Selection onwards, contributing the CS perspective on deal quality and continuity before the contract is signed.
- Onboarding & first value – Own accounts from contract signature, finalise the Customer Success Plan (CSP), and drive each account to a named first‑value milestone on a live piece of work.
- Adoption – Move accounts from “this works for a few people” to “this is how we do things” – through proactive health monitoring, QBRs grounded in impact, and cohort expansion.
- Expansion & renewal – Manage renewals from six months out, maintain a live whitespace plan, and develop expansion opportunities to the point of handoff to the AE.
Requirements
- Domain experience is a must. Our clients are experts in their respective fields. They’ll know immediately whether you understand their world. The background that fits best is someone who has received training from or worked within professional services – accountancy/tax, law, restructuring, M&A advisory or alternative finance – and then moved into a client‑facing SaaS or technology role.
- You should be able to discuss deal structures and transaction flows without needing them explained to you.
Skills and Experience Essential
- 3+ years in enterprise CS/account management in B2B SaaS/professional services tech.
- A passion for creating and iterating on strategy and executing against a plan.
- Track record managing renewals and expansion.
- Comfortable managing senior stakeholders, not just operational contacts.
- Legal, Accounting or Finance qualifications or prior experience working in these industries.
- Understanding of the broader culture of compliance governing how firms adopt digital tools.
- Ideas for how AI technology can be used to accelerate the CS workflow and drive client experience.
- Experience contributing to a CS function being built, not just inheriting a mature one.
Customer Success Manager employer: CODA Technology Services
As an innovative and award-winning SaaS provider, our client offers a dynamic work environment that fosters collaboration and creativity. Employees benefit from a strong focus on professional development, with ample opportunities for growth within the company, particularly in the thriving UK/EU market. The culture is centred around teamwork and client success, making it an ideal place for those passionate about driving meaningful impact in the professional services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work in SaaS or professional services. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their challenges and how your experience can help solve them. This shows you’re not just another candidate but someone who gets their world.
✨Tip Number 3
Showcase your success stories! Be ready to discuss specific examples of how you've driven client success in previous roles. Use metrics to back up your claims – numbers speak volumes!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Customer Success Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Customer Success Manager. Highlight your experience in enterprise account management and any relevant industry knowledge, especially in law, finance, or accounting. We want to see how your background aligns with our clients' needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about customer success and how your skills can help our clients thrive. Be sure to mention any specific experiences that relate to managing renewals and expansions.
Showcase Your Achievements:When detailing your past roles, focus on your achievements rather than just responsibilities. Use metrics where possible to demonstrate how you've driven client success and contributed to business growth. We love numbers that tell a story!
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all your documents in one go. Plus, it shows us you’re keen on joining the StudySmarter team!
How to prepare for a job interview at CODA Technology Services
✨Know Your Client's World
Make sure you understand the industries your potential clients operate in, like law or finance. Brush up on relevant terminology and deal structures so you can speak their language confidently during the interview.
✨Showcase Your Success Stories
Prepare specific examples from your past experience where you've successfully managed client relationships, driven renewals, or expanded accounts. Use metrics to highlight your achievements and demonstrate how you can bring value to the role.
✨Demonstrate Strategic Thinking
Be ready to discuss how you would create and iterate on a Customer Success Plan (CSP). Think about strategies for onboarding and adoption that could help clients see immediate value from the product.
✨Engage with AI Insights
Since the role involves leveraging technology, come prepared with ideas on how AI can enhance customer success workflows. This shows you're forward-thinking and ready to innovate in the role.
