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For Companies At a Glance
- Tasks: Own relationships with public and trustee customers while building scalable processes.
- Company: Join Ledgy, a fast-growing tech startup revolutionising equity management in Europe.
- Benefits: Flexible hours, 25 vacation days, remote work options, and a generous learning budget.
- Why this job: Make a real impact in a high-ownership role with significant growth opportunities.
- Qualifications: 5+ years in public share plans or trustee industry with strong relationship management skills.
- Other info: Be part of a diverse team and enjoy a competitive salary with performance bonuses.
The predicted salary is between 40000 - 50000 £ per year.
At Ledgy, we're on a mission to make Europe a powerhouse of entrepreneurship by building a modern, tech‐driven equity management and financial reporting platform for private and public companies. In 2026, we aim to be the leading provider for European IPOs and reporting for share‐based payments.
We are proud to partner with some of the world's leading investors. New Enterprise Associates led our $22m Series B round in 2022, with Philip Chopin joining Sequoia's Luciana Lixandru on our board. We were founded in Switzerland in 2017 and today operate globally from offices in Zurich and London. We encourage diversity and are an international team coming from 26 different countries and speaking 25 different languages.
As the first dedicated public markets & trustees hire in Ledgy's Customer Success team, your job will be to own relationships with our existing public & trustee customers while building scalable processes. This is a high‐impact, high‐ownership role, reporting directly into the Head of Customer Success.
- Manage the onboarding process for public companies, from account setup and data migration to rollout.
- Own the relationship with our trustee partners, empowering them to seamlessly onboard & manage their share plan clients.
- Guide customers through successful IPOs.
- Conduct Executive Business Reviews (EBRs) with key stakeholders.
- Own the operational relationship with our broker and nominee partners; facilitate share transfers and key equity events (e.g., RSU vestings) for our customers.
- Work closely with the Product Development team to reflect the voice of the customer and ensure Ledgy is building products that our customers love.
- Attend industry events and visit customers on‐site to build relationships.
- Travel to the Channel Islands at least once per quarter for in‐person meetings with trustees.
Growth Journey
- Months 1‐3: Build your foundation and take ownership. Master Ledgy's product and core processes for public companies & trustees. Build cross‐functional relationships with Product and Sales teams. Shadow calls with the Customer Success team to understand how we work and the service level standards we hold ourselves to. Take ownership of Ledgy's public & trustee accounts and responsibility for their Net Revenue Retention (NRR). Establish strong relationships with key stakeholders across our portfolio of public company customers & trustees. Develop strategic account success plans for each client and collaborate with leadership on execution strategy. Lead your first public company & trustee onboardings, guiding clients from setup through successful launch. Take ownership of strategic relationships with broker and nominee partners to ensure seamless service delivery.
- Months 4‐6: Drive operational excellence and expand your expertise. Improve and build new processes around vesting events, sell‐to‐cover, share transfers, IPOs, and other key events. Run your first Executive Business Reviews (EBRs). Join pre‐sales calls as the go‐to expert on implementation for public companies & trustees. Work with Ledgy's support team to ensure delivery of world‐class admin and participant support. Begin working towards the CEP/ICSA qualification. Work closely with the Tax and Compliance Lead to build out Ledgy's tax offering.
- Months 7‐12: Scale your impact and build for growth. Scale Ledgy's public markets & trustees function by building efficient processes and leveraging automation, working with the Head of Customer Success to grow the team thoughtfully as customer demand increases. Regularly attend industry events to build your network in the equity plans space. Play a key role in developing Ledgy's public company & trustee offering, collaborating closely with the product team to prioritise features that 10x the value our customers receive. Lead strategic discussions with budget holders at S&P 500/FTSE 100 companies, evaluating platform performance and identifying opportunities to enhance value.
This would be a perfect fit if you...
- Have 5 years+ experience in the public share plans and/or trustee industry.
- Have strong relationship management skills.
- Have managed the NRR for a book of business that is >£2 million in annual revenue.
- Want to join a fast‐paced startup that is growing at >60% year on year.
Advantageous but not required: Hold a CEP or ICSA qualification.
Being part of Ledgy means...
- Recharge and re‐energise with flexible working hours, 25 days of vacation, and up to 40 days of remote work from outside your home country.
- We make space for your own professional development, with a generous yearly learning & development budget.
- This role will receive a competitive salary + benefits + equity, including a quarterly performance bonus of up to 20% of salary.
- Join a team that has a track record of promoting internally and rewarding top talent.
Location: London, England, United Kingdom
Salary: £40,000 - £50,000
Senior Customer Success Manager, Public Markets & Trustees in London employer: Ledgy
Contact Detail:
Ledgy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Customer Success Manager, Public Markets & Trustees in London
✨Tip Number 1
Network like a pro! Attend industry events and meet-ups to connect with potential employers and other professionals in the public markets space. Don't be shy—introduce yourself and share your passion for customer success!
✨Tip Number 2
Show off your expertise! When you get the chance, offer insights during conversations or interviews about how you can improve customer relationships and processes. This will demonstrate your value and make you stand out.
✨Tip Number 3
Follow up after meetings or interviews. A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and interested.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team at Ledgy.
We think you need these skills to ace Senior Customer Success Manager, Public Markets & Trustees in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Customer Success Manager role. Highlight your experience in public share plans and relationship management, as these are key to what we’re looking for at Ledgy.
Showcase Your Impact: When detailing your previous roles, focus on the impact you made, especially regarding Net Revenue Retention (NRR). We love seeing how you've driven success in past positions, so don’t hold back!
Be Authentic: Let your personality shine through in your application. We value diversity and want to get a sense of who you are beyond your professional achievements. Share your passion for customer success and how it aligns with our mission.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team at Ledgy!
How to prepare for a job interview at Ledgy
✨Know Your Stuff
Before the interview, make sure you thoroughly understand Ledgy's product and how it fits into the public markets and trustee landscape. Familiarise yourself with recent trends in equity management and financial reporting, as well as the challenges faced by public companies and trustees.
✨Showcase Relationship Management Skills
Prepare examples from your past experience that highlight your relationship management skills. Think about specific instances where you've successfully onboarded clients or managed key accounts, especially in the public share plans sector. This will demonstrate your ability to own relationships effectively.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. For instance, be prepared to discuss how you would handle a challenging onboarding process or a difficult conversation with a trustee partner. Practising these scenarios can help you articulate your thought process clearly.
✨Ask Insightful Questions
At the end of the interview, have a few insightful questions ready to ask. Inquire about Ledgy's future plans for the public markets and trustee segment, or how they measure success in customer relationships. This shows your genuine interest in the role and the company.
