Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage customer relationships and ensure they maximise value from our innovative solutions.
- Company: Join a forward-thinking team at Resource Data Management, leading in HVAC and Retail Refrigeration.
- Benefits: Competitive salary, bonus potential, electric car, 30 days holiday, and private healthcare options.
- Other info: Dynamic work environment with opportunities for personal and professional growth.
- Why this job: Make a real impact by helping customers succeed with cutting-edge technology and solutions.
- Qualifications: Experience in Customer Success or Account Management, strong communication skills, and a customer-first mindset.
The predicted salary is between 42000 - 84000 £ per year.
As Resource Data Management (RDM) evolves to deliver deeper, more strategic value to our customers, we are transforming our traditional Account Management function into Customer Success Management. This shift reflects our belief that long-term partnerships are built on understanding, collaboration, and measurable success. This position is based in the South of England but will include additional travel nationwide and Europe.
As a Customer Success Manager (CSM), you will manage a portfolio of customers across both Retail Refrigeration and HVAC, ensuring they gain maximum value from the full RDM ecosystem, including hardware, software, and connected platforms. You'll nurture strong, long-term relationships with customers, understand their goals and business culture, and ensure RDM is positioned to help them succeed. Working closely with Sales colleagues, Marketing, Technical Support, Operations, and Engineering teams, you'll create alignment between customer needs and RDM's strategic direction.
Key Responsibilities- Customer Relationship & Success
- Act as the primary point of contact for a defined portfolio of customers across Retail Refrigeration and HVAC.
- Build and nurture long-term partnerships, focusing on mutual growth and sustained trust.
- For Tier 1 and Tier 2 customers, develop a deep understanding of their business vision, values, and strategic priorities to ensure RDM aligns with their goals.
- Manage interactions based on customer tier and spend:
- Tier 1 customers: Monthly business reviews and ongoing performance management.
- Tier 2 customers: Quarterly business reviews and joint growth planning.
- Tier 3 customers: Reviews every 6–12 months, focusing on stability, support, and opportunity identification.
- Achieve 5%–10% annual sales growth across your customer portfolio through upselling, cross-selling, and improved adoption of RDM solutions.
- Use the defined RDM Sales Kit to structure opportunity profiling, account management, and relationship planning.
- Identify opportunities for product and platform expansion, using insight from business reviews and technical engagement.
- Support customers with onboarding, training, and ongoing adoption of new technologies and features.
- Occasionally take on new customers through direct enquiry or formal handover from the Customer Solutions Director once the account is established and ready for transition to the Customer Success function.
- Partner with Engineering, Technical Support, and Product Management teams to ensure customer feedback and requirements are integrated into product development.
- Work closely with Operations, Quality, and Compliance to ensure reliability, certification, and delivery performance.
- Collaborate with Marketing to share customer success stories and highlight innovative use cases.
- Contribute to a culture of collaboration within the Customer Success team by sharing insights, tools, and learnings to raise capability across the group.
- Maintain a strong and accurate sales pipeline and CRM record for all customers and opportunities.
- Use the RDM Sales Kit consistently to support customer engagement, ensuring alignment in messaging, documentation, and value presentation.
- Prepare and present compelling business proposals and presentations tailored to customer priorities.
- Participate in industry events, exhibitions, and networking opportunities to strengthen RDM's visibility and engagement.
- Forecast and report on account performance, opportunity status, and customer satisfaction levels.
- Conduct structured business reviews according to customer tiering and company guidelines.
- Monitor and share insights on market trends, competitor activities, and emerging technologies within HVAC and Retail Refrigeration sectors.
- Maintain complete and accurate records of all customer interactions, opportunities, and actions in CRM systems.
- Continuously expand your knowledge of RDM's full product suite, connected platforms, and technical capabilities.
- Undertake cross-department training to strengthen technical, commercial, and product understanding.
- Actively engage in personal development initiatives and knowledge-sharing sessions within the Customer Success team.
- Proven experience in Customer Success, Account Management, or Technical Sales in a B2B environment.
- Strong knowledge of either Retail Refrigeration or HVAC, with willingness to develop across both.
- Excellent relationship-building, communication, and presentation skills.
- Commercial acumen with a consultative, customer-first mindset.
- Organised, self-driven, and capable of managing multiple priorities independently.
- Proficiency in CRM systems and Microsoft Office applications.
- Experience with control systems, IoT, or energy management technologies.
- Familiarity with RDM's solutions, including Data Manager and ActiveFM.
- Experience leading business reviews, workshops, or training sessions.
- Maintain customer satisfaction and retention targets as defined by the Customer Success Lead.
- Conduct all required business reviews according to the Tier 1–3 cadence.
- Demonstrate consistent and structured use of the RDM Sales Kit for opportunity management and customer profiling.
- Provide accurate account forecasts and maintain complete CRM data.
- Deliver measurable improvements in customer engagement, loyalty, and adoption of RDM solutions.
Why Join Resource Data Management? At RDM, we're driving the future of intelligent control and monitoring systems for HVAC and Retail Refrigeration. As a Customer Success Manager, you'll play a key role in ensuring our customers achieve success with our products and services, helping them become more efficient, sustainable, and connected. You'll join a forward-thinking, collaborative team where your ability to nurture relationships, understand customer values, and deliver measurable results directly impacts our shared success.
Salary and Benefits
- Salary circa £50-60k plus 20% bonus potential (subject to experience and qualifications)
- Annual On-Target Commission (OTC) bonus, based on achieving minimum sales targets.
- Company Electric Car – In addition to environmental benefits, the vehicle qualifies for the zero CO2 emission band, resulting in significantly lower personal tax liabilities.
- IT equipment provided: Laptop, Mobile Phone, and VoIP Phone.
- Business Expenses – Company Credit card with limit as set by company.
- Holidays of 30 days including statutory holidays (pro rata)
- Optional private healthcare available after successful completion of probationary period.
- Company Pension scheme
- Death in Service insurance cover at 3 x salary.
Resource Data Management is an equal opportunities employer. We are committed to diversity and inclusion and prohibit discrimination and harassment of any kind based on all protected characteristics as outlined by law, and in best practice. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to any protected characteristics. We encourage all qualified individuals to apply.
Customer Success Manager in London employer: Resource Data Management Ltd
Contact Detail:
Resource Data Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the HVAC and Retail Refrigeration sectors. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about building those relationships!
✨Tip Number 2
Show off your knowledge! When you get the chance to chat with potential employers or during interviews, make sure to highlight your understanding of their products and how they can benefit customers. Tailor your conversations to reflect their values and goals – it’ll show you’re genuinely interested.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by role-playing common scenarios you might face as a Customer Success Manager. Think about how you’d handle customer concerns or upselling opportunities. The more you practice, the more confident you’ll feel when it counts.
✨Tip Number 4
Don’t forget to follow up! After interviews or networking events, send a quick thank-you note or email. It’s a great way to keep the conversation going and remind them of your enthusiasm for the role. Plus, it shows you’re proactive – a key trait for a CSM!
We think you need these skills to ace Customer Success Manager in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to reflect the specific skills and experiences that align with the Customer Success Manager role. Highlight your experience in building long-term relationships and understanding customer needs, as these are key to our success at StudySmarter.
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Use metrics and examples to demonstrate how you've helped previous customers achieve their goals. This will show us that you understand the importance of measurable success in customer relationships.
Be Authentic: Let your personality shine through in your application. We value authenticity and want to see who you really are. Share your passion for customer success and how you can contribute to our collaborative culture at StudySmarter.
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. Plus, it shows us that you’re proactive and keen to join our team!
How to prepare for a job interview at Resource Data Management Ltd
✨Know Your Customers
Before the interview, dive deep into understanding the types of customers you'll be managing. Familiarise yourself with their business goals and challenges in Retail Refrigeration and HVAC. This will help you demonstrate how you can build long-term partnerships and align RDM's offerings with their needs.
✨Showcase Your Relationship-Building Skills
Prepare examples from your past experiences where you've successfully nurtured customer relationships. Highlight how you’ve turned challenges into opportunities for growth. This is crucial as the role focuses on collaboration and trust-building with customers.
✨Be Ready to Discuss Metrics
Since the role involves achieving sales growth and maintaining customer satisfaction, come prepared to discuss how you've tracked and reported on account performance in previous roles. Bring specific metrics or success stories that showcase your ability to drive results.
✨Understand RDM's Ecosystem
Familiarise yourself with RDM's product suite and connected platforms. Be ready to discuss how you would support customers in onboarding and adopting new technologies. Showing that you understand the technical aspects will set you apart as a candidate who can truly add value.