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For Companies At a Glance
- Tasks: Own relationships with public & trustee customers and build 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 competitive salary with equity.
- Why this job: Make a real impact in a high-ownership role while driving customer success.
- Qualifications: 5+ years in public share plans, strong relationship management skills, and NRR experience.
- Other info: Dynamic team culture with opportunities for professional growth and internal promotions.
The predicted salary is between 40000 - 50000 ÂŁ 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.
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 >ÂŁ2 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: ÂŁ40,000 - ÂŁ50,000
Senior Customer Success Manager, Public Markets & Trustees 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
✨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. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Be proactive! Don’t wait for job openings to be posted. Reach out directly to companies you admire, like Ledgy, and express your interest in working with them. A personal touch can make all the difference.
✨Tip Number 3
Showcase your expertise! Prepare to discuss your experience in managing public share plans and NRR during interviews. Use specific examples to demonstrate how you've added value in previous roles.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in being part of our team at Ledgy.
We think you need these skills to ace Senior Customer Success Manager, Public Markets & Trustees
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 past roles, focus on the impact you’ve made, especially regarding Net Revenue Retention (NRR). We love seeing how you've driven success in previous positions, so don’t hold back!
Be Authentic: Let your personality shine through in your application. We value diversity and want to get to know the real you. Share your passion for customer success and how you can contribute to our mission at Ledgy.
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!
How to prepare for a job interview at Ledgy
✨Know Your Stuff
Before the interview, make sure you thoroughly understand Ledgy's product and its relevance to public markets and trustees. Familiarise yourself with recent trends in equity management and financial reporting, as well as the challenges faced by public companies during IPOs.
✨Showcase Relationship Management Skills
Prepare examples from your past experience that highlight your relationship management skills. Be ready to discuss how you've successfully onboarded clients or managed key accounts, especially in the context of public share plans and trustees.
✨Ask Insightful Questions
During the interview, ask questions that demonstrate your understanding of the role and the industry. Inquire about Ledgy's approach to customer success and how they measure Net Revenue Retention (NRR) for their public company clients.
✨Demonstrate a Growth Mindset
Express your enthusiasm for continuous learning and professional development. Mention any relevant qualifications you're pursuing, like the CEP or ICSA, and how you plan to contribute to Ledgy's growth journey in the public markets and trustees space.
