At a Glance
- Tasks: Drive client success and retention by managing relationships and providing ongoing support.
- Company: Join a rapidly growing company in the financial services sector focused on regulatory compliance.
- Benefits: Gain valuable experience in a dynamic environment with opportunities for professional growth.
- Other info: Fast-paced role requiring strong communication skills and a growth mindset.
- Why this job: Make a real impact by helping clients navigate complex regulatory challenges.
- Qualifications: 5+ years in Customer Success or Account Management, ideally in B2B SaaS and financial services.
About us
Corlytics provides smart regulatory compliance and risk solutions to the Financial Services industry to help them track, monitor, and manage complex risks related to regulatory activities worldwide. The tools and underlying platform are built by multi-disciplinary teams including legal, banking, and technology specialists. The Company is growing rapidly and is undertaking enterprise deployments at global scale.
About the role
We are seeking an ambitious and client focused Customer Success Manager to join our Customer Success team on a one year fixed term contract, covering a period of maternity leave. You will assist in driving client adoption, value realisation and retention for Corlytics globally, working with large global clients to identify their business challenges and opportunities and providing ongoing support to ensure the successful adoption and utilisation of Corlytics solutions. Reporting to the Head of Customer Success and working with the whole team you will manage a portfolio of client accounts, be commercially minded, provide support, analysis and insight to these clients; work both autonomously and collaboratively, are articulate, professional, and can travel to clients as required. You will be responsible for developing senior client relationships that result in strong adoption, demonstrable value and successful renewal of the accounts within your portfolio.
As this is a fixed term maternity cover contract, you will need to build credibility with clients quickly, take ownership of an established portfolio from day one, and ensure a smooth handover at the end of the term. The role will require extensive cross-functional collaboration, strong influencing skills, and a strategic mindset. You will act as a voice of the customer internally.
Requirements
- 5+ years of experience in Customer Success or Account Management within B2B SaaS, with a strong background working with enterprise clients in financial services
- Proven ability to manage multiple client relationships simultaneously and deliver results
- Solid understanding of regulatory and compliance environments, ideally gained within banking
- Strong ownership and curiosity mindset with the ability to navigate change and guide enterprise clients toward business goals
- Excellent communication, analytical, and stakeholder management skills
- Experience using AI tools to streamline tasks and improve efficiencies
About you:
- Comfortable joining an established team on a fixed-term basis and taking ownership of an existing client portfolio at pace.
- A growth mindset and contagious energy — you thrive in fast paced environments and are always looking for ways to improve both yourself and how we do things.
- Goal driven and self-motivated — you don’t wait for tasks, you create them and take full ownership of your work.
- An excellent communicator and relationship builder — empathetic, quick to build trust, and able to translate complex ideas into clear guidance for any audience.
- Excellent attention to detail and working with a high level of professionalism.
- Ability to work independently and as part of a team. Data-driven and technically proficient, comfortable analysing client metrics to identify trends and drive improvements.
If this sounds like you, we’d love to hear from you!
Customer Success Manager employer: Corlytics
Corlytics is an exceptional employer, offering a collaborative and innovative work environment that fosters employee growth and inclusivity. With a competitive salary and comprehensive benefits package, employees enjoy flexible remote/hybrid working arrangements from our London office, allowing for a healthy work-life balance while engaging in meaningful projects that shape the future of regulatory compliance in the financial services industry.
