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Customer Success Manager

United Kingdom, London Employment contract 75000.00 - 100000.00 GBP / Year · Job Posted June 10, 2026
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Job Description

Customer Success Manager Financial Services SaaS London / Hybrid £75,000 - £100,000 + Bonus + Benefits This is a newly created role within a newly formed Customer Success function, designed to support the next phase of growth for a well-established financial-services technology platform. The team will scale in three clear phases: Build the foundation – establish trusted, senior client relationships and embed best-practice platform usage; Drive adoption and value – ensure clients are using the platform correctly, consistently, and in line with their operating model; Commercial growth – identify and execute upsell and cross-sell opportunities as accounts mature and usage deepens. You will sit post-implementation, owning the long-term client relationship and acting as a trusted advisor across business, operational, and technical stakeholders. This role has genuine influence: shaping how Customer Success operates today, and how the function evolves as the business scales.

Job Responsibility

  • Own and manage a portfolio of financial-services clients post go-live
  • Develop a deep understanding of each client's operating model, workflows, and success criteria
  • Drive platform adoption, value realisation, and long-term retention
  • Act as a strategic partner to clients as their requirements evolve
  • Lead regular client reviews, health checks, and success planning sessions
  • Monitor usage, adoption, and risk signals to proactively address issues
  • Own renewals and identify value-led expansion opportunities
  • Work closely with Implementation, Product, Support, and Sales to deliver a joined-up client experience
  • Feed structured customer insight back into Product and Engineering teams
  • Help define Customer Success processes, playbooks, and best practice
  • Contribute to success metrics, reporting, and tooling
  • Act as the voice of the customer internally
  • Support the evolution of the function as the team grows in size and scope

Requirements

  • Strong background in financial services
  • Proven experience in Customer Success, Account Management, Relationship Management, or Consulting
  • Demonstrable experience owning long-term client relationships in a B2B SaaS or enterprise technology environment
  • Solid understanding of fund managers, fund administrators, and settlement processes
  • Comfortable engaging with senior, technical, and operational stakeholders
  • Able to translate complex platforms into clear commercial and operational value
  • Structured, proactive, and outcome-focused approach
  • Comfortable operating in a scaling business where processes are still being defined

What we offer

  • Performance-linked bonus
  • Comprehensive benefits package
  • Flexible, hybrid working
  • Strong investment in learning, development, and career progression

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