Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage high-value relationships and oversee onboarding for public companies.
- Company: Fast-growing fintech SaaS startup backed by top-tier VC.
- Benefits: Competitive salary, dynamic work environment, and direct influence on product development.
- Why this job: Be the first specialist in a critical growth function and make a real impact.
- Qualifications: 5+ years in public share plans or trustee industry with strong revenue retention skills.
- Other info: Join a team growing at over 60% year-on-year with excellent career opportunities.
The predicted salary is between 48000 - 72000 £ per year.
As the first dedicated hire for public markets and trustees, you will manage high-value relationships with existing public company customers and trustee partners. Reporting to the Head of Customer Success, you will oversee the onboarding of public companies, guide clients through IPO transitions, and build scalable equity management processes.
Why this role is remarkable:
- High-impact, high-ownership opportunity as the first specialist hire in a critical growth function.
- Join a well-funded, fast-paced startup growing at over 60% year-on-year with top-tier VC backing.
- Direct influence on product development by representing the voice of the customer to engineering teams.
What you will do:
- Manage end-to-end onboarding for public companies, including data migration and equity event execution like RSU vestings.
- Own strategic relationships with trustee partners, brokers, and nominees to ensure seamless platform delivery.
- Lead Executive Business Reviews with key stakeholders at S&P 500 and FTSE 100 organizations.
The ideal candidate:
- At least 5 years of experience in the public share plans or trustee industry.
- Proven track record managing net revenue retention for books of business exceeding £2 million.
- Strong expertise in managing complex equity events, including IPOs, share transfers, and sell-to-cover processes.
Next steps:
- Visit our website.
- Click "Talk to Jack". Talk to Jack so he can understand your experience and ambitions.
- Jack will make sure Jill (the AI agent working for the company) considers you for this role.
- If Jill thinks you’re a great fit and her client wants to meet you, they will make the introduction.
- If not, Jack will find you excellent alternatives. All for free.
Senior Customer Success Manager at VC-backed fintech SaaS in London employer: Jack and Jill AI
Contact Detail:
Jack and Jill AI Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Customer Success Manager at VC-backed fintech SaaS in London
✨Tip Number 1
Network like a pro! Reach out to connections in the fintech space, especially those who work with public companies or trustees. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Show off your expertise! Prepare to discuss your experience with equity management and IPO transitions in detail. We want to hear how you've tackled challenges and driven success in previous roles.
✨Tip Number 3
Be proactive! Don’t just wait for opportunities to come to you. Apply through our website and make sure to click 'Talk to Jack' to get your foot in the door. It’s a great way to stand out!
✨Tip Number 4
Follow up! After any conversations or interviews, drop a quick thank-you note. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s just good manners!
We think you need these skills to ace Senior Customer Success Manager at VC-backed fintech SaaS in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Customer Success Manager. Highlight your experience in managing public share plans and any relevant achievements that showcase your ability to handle high-value relationships.
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 in the fintech space and how your background aligns with our mission. Be genuine and let your personality come through.
Showcase Relevant Experience: When detailing your experience, focus on specific examples that demonstrate your expertise in managing complex equity events and strategic relationships. Numbers speak volumes, so include metrics where possible to show your impact.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to see your application and get to know you better. Plus, you can easily connect with Jack to discuss your ambitions!
How to prepare for a job interview at Jack and Jill AI
✨Know Your Customer Success Metrics
Familiarise yourself with key metrics in customer success, especially those relevant to public companies and trustees. Be ready to discuss how you've managed net revenue retention and the impact of your strategies on client satisfaction.
✨Showcase Your Onboarding Experience
Prepare specific examples of how you've successfully onboarded clients in the past, particularly in high-stakes environments like IPO transitions. Highlight your approach to data migration and managing equity events to demonstrate your expertise.
✨Understand the Fintech Landscape
Research the latest trends in fintech, especially those affecting public markets and share plans. Being able to discuss current challenges and opportunities will show your passion for the industry and your readiness to contribute.
✨Engage with Key Stakeholders
Think about how you would lead Executive Business Reviews with stakeholders from major organisations. Prepare to discuss your communication style and how you build relationships with brokers and trustee partners to ensure seamless delivery.
