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- Tasks: Manage high-value relationships and oversee onboarding for public companies in a fintech startup.
- Company: Fast-growing VC-backed fintech SaaS with a dynamic culture.
- Benefits: Competitive salary, growth opportunities, and direct influence on product development.
- Why this job: Be the first specialist in a critical role and make a real impact.
- Qualifications: 5+ years in public share plans with strong revenue retention skills.
- Other info: Join a startup growing over 60% year-on-year with top-tier VC backing.
The predicted salary is between 43200 - 72000 ÂŁ 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 ÂŁ2 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 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
✨Tip Number 1
Network like a pro! Reach out to people in the fintech space, especially those who work with public companies or trustees. A friendly chat can open doors and give you insights that might just land you that Senior Customer Success Manager role.
✨Tip Number 2
Prepare for those interviews by knowing your stuff! Research the company’s products and their customer base. Being able to discuss how you can enhance customer success for public companies will show you’re the right fit for this high-impact role.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After any conversation or interview, drop a quick thank-you note. It keeps you on their radar and shows your enthusiasm for the position.
✨Tip Number 4
Make sure to apply through our website! Click 'Talk to Jack' to get your application in front of the right people. We want to help you find the perfect match for your skills and ambitions!
We think you need these skills to ace Senior Customer Success Manager at VC-backed fintech SaaS
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 company relationships and any relevant achievements in the fintech or SaaS space.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about customer success and how your background aligns with our mission. Share specific examples of how you've driven net revenue retention and managed complex equity events.
Showcase Your Impact: When detailing your past roles, focus on the impact you’ve made. Use metrics to demonstrate how you’ve improved processes or enhanced customer satisfaction, especially in high-stakes environments like IPOs.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. Just click 'Talk to Jack' and let him know about your experience and ambitions. We’re excited to hear from you!
How to prepare for a job interview at Jack and Jill AI
✨Know Your Customer Success Metrics
Before the interview, brush up on key customer success metrics relevant to the fintech industry. Be ready to discuss how you've managed net revenue retention and your strategies for maintaining high-value relationships with clients.
✨Showcase Your Onboarding Experience
Prepare specific examples of how you've successfully onboarded public companies in the past. Highlight any challenges you faced during data migration or equity event execution and how you overcame them.
✨Understand the IPO Process
Since this role involves guiding clients through IPO transitions, make sure you can articulate the steps involved in an IPO. Familiarise yourself with common pitfalls and how to navigate them, as this will demonstrate your expertise.
✨Engage with Stakeholders
Think about how you would lead Executive Business Reviews with key stakeholders. Prepare to discuss your approach to building relationships with trustee partners and brokers, and how you ensure seamless platform delivery.
