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: 6+ years in SaaS Client Success or financial product analytics; strong analytical skills required.
The predicted salary is between 56700 - 69300 £ per year.
Description
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
- A Minimum of 6 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
If this sounds like a match to you, we are looking forward to receiving your application!
Client Success Manager, Lead - B2B SaaS Fintech in London 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, Lead - B2B SaaS Fintech in London
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Landytech. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Landytech before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Client Success Manager, Lead - B2B SaaS Fintech in London
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Landytech:Your cover letter is your chance to shine! Tell us why you want to work at Landytech specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Landytech!
How to prepare for a job interview at Landytech
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
