At a Glance
- Tasks: Guide clients through their journey on the Sesame platform, ensuring they achieve value quickly.
- Company: Join a rapidly growing fintech revolutionising investment reporting with a diverse team.
- Benefits: Enjoy hybrid work, competitive salary, stock options, and private medical insurance.
- Other info: Dynamic environment with opportunities for continuous improvement and career growth.
- Why this job: Be a trusted advisor and make a real impact in the fintech industry.
- Qualifications: 4-7 years in SaaS Client Success or financial product analytics; strong analytical skills required.
The predicted salary is between 59400 - 72600 £ per year.
Landytech is on a mission to revolutionize the way that investment managers, asset owners and their advisors access asset information.
Powered by Sesame, an industry-leading investment reporting platform, we are helping clients in over 15 countries make informed investment decisions and deliver insights faster.
The company is growing rapidly and it's an exciting time to join, having secured $12M in Series B funding in January 2023.
In just four years, it has gone from two co-founders to a team of 100+ staff, with offices in London and Paris.
At Landytech, we see diversity as our strength with a team from over 15 countries and 14 languages spoken.
Team & Role
The Client Success Manager (Senior Associate) is a critical, hands‑on technical and commercial role responsible for guiding clients through their full lifecycle on the Sesame platform.
You will help clients realise value quickly, build long‑term adoption, and drive retention and expansion across your portfolio.
This role requires strong investment-product knowledge, excellent systems skills, and the ability to translate complex client requirements into practical solutions.
You will serve as a trusted advisor to investment managers, family offices, trust companies, and asset advisors, ensuring they use Sesame effectively to achieve their operational, reporting, and analytics goals.
With rapid product development and increasing automation across our platform, this role demands curiosity, adaptability, and a forward-thinking approach—particularly in leveraging AI-driven capabilities to enhance client outcomes, streamline workflows, and improve internal efficiency.
The CSM is central to client satisfaction, governance, retention, and growth, and plays a key role in representing client needs back to Product, Data, Client Delivery, Support, and Engineering.
- What We Are Looking For
- CLIENT ONBOARDING & ADOPTION
- Oversee and contribute to the successful onboarding of clients in partnership with Client Delivery, Product Specialists, Data Operations, and Product.
- Ensure clients achieve time-to-value, complete key activation milestones, and establish healthy adoption patterns early
- LIFECYCLE MANAGEMENT & GOVERNANCE
- Manage a portfolio of accounts with structured governance, including regular reviews, disciplined CRM notes, management reporting, sentiment tracking, risk assessment, and long-term planning.
- Use a data-driven approach to assess platform utilisation, identify risks to GRR, and proactively drive corrective action.
- PLATFORM EXPERTISE & ISSUE IDENTIFICATION
- Develop deep expertise in investment products, performance analytics, reporting workflows, and Sesame’s underlying data structures.
- dentify platform issues, data inconsistencies, or blockers to client optimisation and work with Support, Product Specialists, Product, and Engineering to resolve root causes.
- RETENTION, EXPANSION & COMMERCIAL PARTNERSHIP
- Identify upsell and cross-sell opportunities—partnering closely with Sales across modules, add-ons, jurisdictions, and new offices.
- Contribute to NRR performance within your portfolio through strategic account growth plans.
- CLIENT ADVOCACY & PRODUCT FEEDBACK
- Translate client feedback and use cases into structured, actionable input for Product Management and Product Specialists.
- Champion improvements, new features, and automation opportunities.
- AI & AUTOMATION MINDSET
- Leverage AI-driven tools, platform automation, and internal productivity capabilities to reduce manual work and improve outcomes.
- Identify client workflows suitable for automation using Sesame features or internal AI agents.
- TEAM CONTRIBUTION & CONTINUOUS IMPROVEMENT
- Refine success playbooks, onboarding frameworks, health scoring, churn-risk models, and sentiment analysis.
- Support development of a scalable, AI-enabled Client Success function.
- Your Skills & Expertise
- 4-7 years of experience in Saa S Client Success, investment operations, financial product analytics, or a consultative FS role.
- Strong understanding of investment products (equities, fixed income, funds, alternatives) and portfolio analytics.
- Excellent analytical skills; strong Excel capability.
- Experience in wealth/asset management, family offices, trust companies, or FS consulting.
- Demonstrated retention, renewal, and growth capabilities.
- Our Benefits
- An opportunity to work in a fast growing fintech revolutionizing investment reporting
- Hybrid style of work/WFH allowed depending on role
- Competitive salary & stock options package
- Private medical insurance with Bupa for you and your family members
- Death in service insurance option
- Pension Plan with NEST
- Cycle to Work Scheme and gym allowance
- Office food & drinks, regular socials
- #J-18808-Ljbffr
Client Success Manager, Senior Associate- B2B SaaS Fintech employer: Landytech
Landytech is an exceptional employer that prioritises employee growth and well-being, offering a dynamic work culture where innovation thrives. With the flexibility of hybrid/remote work options, competitive compensation, and comprehensive benefits including stock options, medical, and wellness programmes, employees are empowered to excel in their roles while enjoying a healthy work-life balance. Join us in a vibrant fintech environment where your contributions directly impact our success and the satisfaction of our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Client Success Manager, Senior Associate- B2B SaaS Fintech
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Landytech. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Landytech.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Landytech. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Success Manager, Senior Associate- B2B SaaS Fintech
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Landytech and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Landytech how you can be a team player!
How to prepare for a job interview at Landytech
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Landytech.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Landytech's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
