Client Success Manager (CSM)

Join to apply for the Client Success Manager (CSM) role at InvestorHub

InvestorHub is a fast‑growing global tech startup that is changing how public companies connect with their investors. With offices in Melbourne and London, we are backed by the Victorian Government’s 30×30 program and recognised as a “potential unicorn.” Since expanding to London in 2023, we have grown quickly, working with over 140 clients worldwide to improve investor engagement.

About the role

• Department: Client Success Management
• Location: London
• Employment type: Full‑time
• Seniority level: Mid‑Senior

The problem we solve

Retail (individual) investors are more important than ever, yet many public companies struggle to connect with them. Traditional investor relations focus on institutions, leaving everyday investors overlooked. InvestorHub gives companies the tools to engage directly with their shareholders, improving communication, transparency and trust in the market.

What success looks like

Within 1 month:

• Become familiar with the capital markets and investor relations space to understand clients’ needs.
• Learn our product inside‑out.
• Shadow our Client Success team to learn the full client lifecycle and workflows.
• Master our CS tools and processes.

Within 3 months:

• Become an expert in our product offering and processes.
• Understand how InvestorHub delivers value to clients through the SaaS and service offerings, and be able to articulate this to clients.
• Take ownership of relationships with listed companies; coordinate accounts, help ideate and create content for retail investor engagement and more.

Within 6 months:

• Act as the voice of the client in product development and support the review/iteration of existing features.
• Contribute to the strategy for the Client Success team and begin defining new processes and best practices.

Your responsibilities

• Effectively manage product onboarding and implementation for new clients.
• Provide ongoing support to maximise clients’ value from the platform and embed InvestorHub as mission‑critical to their success.
• Maintain hygiene and accuracy of Hubspot CRM and internal tooling.
• Create collateral (videos, posters, email campaigns) to support clients’ investor marketing activities.
• Bring together insights and feedback from clients and provide input to the product team.
• Proactively identify client needs and collaborate with other teams to ensure client success.

What we’re looking for

• Good commercial experience (ideally 2+ years) in client services as a CSM, preferably in a fast‑growing technology startup.
• Exceptional communication skills (verbal and written); experience building relationships with C‑Suite executives is a plus.
• Strong project management and administrative skills.
• Comfortable using common CS tools, including spreadsheets, CRM and email platforms, design and collaboration tools. Experience with HubSpot, Google Sheets, Canva, Figma, Notion or Mailchimp, and data‑analytics tools such as Metabase is highly valued.
• An entrepreneurial spirit that develops creative solutions to problems and executes them.
• Enjoy working in an in‑office environment (we’re in 5 days a week).

Benefits & compensation

• Total OTE: £60,000 – £72,000 (basic salary + quarterly performance‑based bonus)
• Stock options: shares in our success.
• Holiday: 25 days + bank holidays.
• Perks: weekly team lunches, quarterly events, annual two‑day off‑site.
• Learning & development budget: spend on books, courses, exams.
• Private medical insurance & pension matching.

Interview process

• Application: Send your CV.
• Intro Stage: Screening call with Talent Partner (30 mins).
• Remote Video Task Stage: 5–10 minute session.
• 1st F2F Stage: Competency & skills‑based interview at Holborn office (60 mins).
• 2nd F2F Stage: Coffee with the team (cultural fit).