Customer Success Associate at InfoSum | London

InfoSum is seeking a Customer Success Associate to join the Client Services team in London. This team partners closely with clients, supporting their use of the InfoSum platform and helping them achieve the full value of their partnership. The role centers on providing guidance, sharing insights, and ensuring a positive client experience. Team focus The Customer Success team supports clients in developing first-party data strategies, adopting the InfoSum platform, and building long-term relationships. Team members consult on client needs, communicate feedback internally, and look for ways to improve the overall client journey. The team also assists with renewals, addresses platform issues, and finds opportunities to expand existing partnerships. Role overview As a Customer Success Associate, the main responsibility is to manage relationships with small to medium-sized businesses along with a select group of strategic clients. Collaboration with engineering, product operations, and commercial teams is key to helping clients reach their goals using InfoSum’s products. What you will do Independently lead daily interactions with assigned clients Serve as the primary advocate for clients, guiding them through internal processes and providing tailored support Assist clients in using the InfoSum platform for advanced and complex use cases Monitor and assess how clients collaborate with data to drive better results Work with clients to identify practical use cases and secure leadership buy-in for new initiatives Facilitate contract renewal discussions, aligning commercial terms with client leadership Develop shared success metrics and help clients overcome growth challenges Keep account processes organized to meet deadlines and efficiently launch new revenue initiatives Take on additional responsibilities as required by the business This position is based in London, England, United Kingdom.

Department Overview:Join our dynamic Customer Success team at InfoSum, where we integrate support, customer operations, and solutions engineering to deliver unparalleled value to our clients. Our mission is to empower our customers to fully leverage the InfoSum platform, providing them with essential support and continuously gathering insights from their use cases for internal improvements.Sub Department Overview:The Customer Success team is dedicated to understanding and addressing the needs of our signed clients. We achieve this by consulting on 1PD strategy, platform utilization, and fostering partnerships. By providing feedback to the core business, we uncover essential requirements and opportunities that facilitate collaboration across departments for renewals, addressing platform challenges, upselling opportunities, and managing legal inquiries to ensure excellent service delivery.Job Overview:As the Director of Solutions Engineering, you will be pivotal in ensuring that InfoSum’s clients maximize the value derived from our platform. You will lead a talented team of Solutions Engineers, offering technical expertise and strategic direction to assist clients in implementing, optimizing, and scaling their use of InfoSum’s technology. This role requires a unique combination of technical skills, leadership qualities, and customer engagement abilities to drive successful outcomes for our clients while supporting the growth of InfoSum.Core Responsibilities:Lead and mentor the Solutions Engineering team, promoting a culture of technical excellence and a customer-first approach.Collaborate closely with the Customer Success and Sales teams to identify client needs and deliver technical solutions that enhance adoption and create value.Serve as a strategic consultant for customers, advising on best practices for data collaboration, identity resolution, and platform integration.Manage the implementation of InfoSum’s technology for new clients, ensuring smooth onboarding and integration with existing data ecosystems.Work with Product and Engineering teams to relay customer feedback, influencing product development priorities.Create and refine technical documentation, best practices, and training materials to facilitate customer onboarding and ongoing education.Encourage the team to proactively seek out opportunities to expand usage, enhance performance, and ensure long-term customer success.Support pre-sales initiatives by providing technical expertise during client engagements, effectively communicating the value of InfoSum’s platform.Handle technical escalations, troubleshooting complex issues, and coordinating with internal teams to deliver timely resolutions.Drive continuous improvement within the Solutions Engineering function, enhancing processes to boost efficiency and customer impact.

Join our dynamic team at duffel as a Customer Success Manager in London, where you will play a pivotal role in ensuring our clients achieve maximum value from our innovative travel technology platform. You will be responsible for developing strong relationships with our customers, understanding their goals, and proactively managing their success journey.Your efforts will not only enhance customer satisfaction but will also contribute to the overall growth of our business. If you are passionate about enhancing customer experiences and driving success, we would love to hear from you!

At Kpler, we are committed to guiding our clients through the complexities of global markets. By streamlining trade information and delivering insightful data, we empower businesses in the commodities, energy, and maritime sectors to make informed choices.Since our inception in 2014, our mission has been to provide unparalleled intelligence through intuitive platforms. Our diverse team of over 700 professionals from more than 35 nations work diligently to convert complex data into strategic insights, ensuring our clients maintain a competitive edge in a fast-evolving market. Join us to harness cutting-edge innovation for transformative results and experience exceptional support on your path to success.As a Customer Success Manager at Kpler, you will play a pivotal role in helping customers realize their objectives. This will require a deep understanding of user needs and comprehensive knowledge of Kpler's offerings. Every day presents new challenges and opportunities for a Kplerian CSM!

Our Mission & Values:At Drata, we empower organizations to build and maintain the trust of their users, customers, partners, and prospects. We serve as the proof layer demonstrating that exceptional companies are worthy of the trust they seek to cultivate.Our core principles guide our actions daily. Built on Trust emphasizes the importance of consistency. We Act with Integrity by adhering to ethical standards. Our Customer-Obsessed focus positions those we serve at the heart of our endeavors. With a Competitive Fire, we strive to exceed expectations. Embracing Diversity enriches our perspectives, leading to innovative solutions. Prioritizing Automation First enables us to optimize resources and drive efficiency.Our Culture & Work Style At Drata, we are not merely developing software; we are cultivating a mindset. Our approach is characterized by:Be a Driver (Owner‑Operator Mentality): Take ownership of your work, continuously improve, and deliver exceptional results.Move at Drata Speed (Precision & Velocity): Make swift decisions, learn quickly, and create immediate impact.Stay Mission-Driven (Customer‑Obsessed): Challenge the status quo, deliver value, and maintain an insatiable hunger for improvement.If you thrive in an environment that empowers you, energizes you, and allows you to collaborate with intelligent, mission-focused individuals, you will find a home here.Why Join The Drata Team?Experiencing the Driver’s Mindset in action is the best way to understand it. We are an award-winning, mission-driven team of 600+ individuals globally, united by a culture that values trust, speed, and continuous growth.See the Speed: Watch our CEO, Adam Markowitz, discuss our remarkable growth journey from $0 to $100M ARR in just four years.Hear the Voice of the Team: Visit our "Life at Drata" page to read employee testimonials about our collaborative environment and growth opportunities.Experience the Impact: Discover why we consistently feature on Fortune's Best Workplaces lists.Connect with Us on Social Media: LinkedIn - follow us for updates...

About UsAt Plinth, we're a rapidly expanding tech startup dedicated to empowering charities, foundations, and local government. Many small, local charities are incredibly effective yet often remain under the radar due to time and financial constraints. Our mission is to create the essential tools these organizations need while highlighting their invaluable contributions. Discover more on our blog. Rapid Growth! This year, we are experiencing a phenomenal growth rate of 3-4x. With over 7 new clients joining us each month and new features being launched every few days, the pace is exhilarating. Your contributions will directly influence our scaling efforts, giving you significant responsibility from your first day. Meaningful Impact. Our clientele includes charities and grassroots organizations across the UK and soon internationally. By ensuring their success with our platform, you amplify their impact, allowing them to focus more on their core missions instead of grappling with administrative hurdles. Collaborate with Inspiring Colleagues. Our team is not only talented and collaborative but also possesses a unique charm. We prioritize impact, speed, and transparency. Working in our Old Street office fosters a high-trust, creative environment where innovative ideas are encouraged and acted upon.We are seeking both a Customer Success Manager and a Customer Success Associate. While the distinction may be subtle, typically, the Associate role requires 2-3 years of experience (essentially your second job), whereas the Manager role demands 3-5 years of relevant experience.

Moss helps finance professionals simplify their workflows and make informed decisions for future growth. Our team values real impact and ongoing development. Moss has earned spots on Sifted’s Rising 100 and LinkedIn's Top Startups lists. We focus on building careers while supporting Moss’s long-term success. Role Overview As a Customer Success Manager in London, join a team dedicated to driving SaaS revenue growth through proactive customer relationships. Use data to spot upsell opportunities and reduce churn. Your product knowledge and strategic thinking will help clients get maximum value from Moss. What You Will Do Build strong client relationships: Understand each customer’s financial goals and help them use Moss’s spend management tools fully. Spot upsell opportunities: Use your knowledge of Moss and client needs to identify new business and help customers get more value from current features. Track key metrics: Monitor revenue performance using KPIs like spend engagement, SaaS uplift, and renewal rates. Be a product advocate: Work with internal teams to share client feedback and offer input on product features, both current and upcoming. Improve processes: Design and refine customer journey touchpoints to increase satisfaction and retention. About You W...

As a Customer Success Manager at Zip, you will be the driving force behind our customer satisfaction and retention efforts. You will engage with clients to understand their needs, provide solutions, and ensure they derive maximum value from our products. Your role will be pivotal in fostering long-term relationships that lead to customer loyalty and advocacy.

Accurx is looking for a Customer Success Manager to join the team in London (Shoreditch). The focus of this position is to build and maintain strong relationships with clients, making sure they see real value from Accurx’s healthcare software. What you will do Work closely with customers to learn about their goals and any challenges they face Provide support and advice that fits each client’s unique situation Assist organizations as they adopt and use Accurx products in their daily work Promote customer satisfaction and encourage long-term success with Accurx solutions Role focus This role centers on understanding client needs and ensuring they benefit fully from Accurx’s healthcare technology. Building trust and delivering practical support are key parts of the job.

As a Senior Customer Success Manager at Saviynt, you will play a pivotal role in driving customer satisfaction and success. You will work closely with clients to understand their needs, provide exceptional support, and ensure they derive maximum value from our solutions. Your expertise will be crucial in building strong relationships and fostering customer loyalty.

About AdaptiveAdaptive is an innovative cybersecurity startup dedicated to combating AI-driven cyber threats. Following a successful $81M Series B funding round in December 2025, led by NVIDIA and Bain Capital Ventures, the company has garnered additional support from notable investors including Capital One Ventures, Citi Ventures, and Andreessen Horowitz (a16z). This investment marks a significant step as NVIDIA's inaugural foray into AI cybersecurity.Founded by seasoned entrepreneurs Brian Long and Andrew Jones, who have a proven track record of creating high-growth companies, Adaptive aims to establish a robust security framework for the AI era. Their previous ventures, including Attentive, which achieved over $500M in annual revenue and a valuation exceeding $10B, and TapCommerce, acquired by Twitter, showcase their expertise in scaling successful, product-led businesses.Trusted by numerous leading banks, tech firms, and healthcare organizations, Adaptive is at the forefront of defending against evolving threats such as deepfakes, smishing, and AI-driven voice scams. With rapid enterprise adoption and an expansive market potential exceeding $200B, we are just beginning our journey.The RoleWe are excited to expand our Customer Success team and seek a Founding Senior Customer Success Manager located in London. This pivotal role offers a unique opportunity to shape our customer onboarding, implementation, and support processes across the EMEA region from the ground up.In this position, you will be the primary contact for our customers post-sale, overseeing their entire journey from implementation to ongoing success. As the voice of the customer, your focus will be on ensuring that clients derive both immediate and long-term value from Adaptive's platform. Collaborating closely with fellow Customer Success Managers, Engineering, Product, and Leadership teams, you will resolve issues, communicate customer feedback, and influence the product roadmap.This opportunity is perfect for individuals who thrive in dynamic, early-stage settings, enjoy crafting systems from the ground up, and seek to advance in a fast-paced, well-funded AI cybersecurity firm.

About AntithesisAt Antithesis, we are on a bold mission to transform the landscape of testing and releasing modern distributed systems. Trusted by engineering teams worldwide, our platform guarantees unparalleled reliability, robust performance, and comprehensive technical insights. We understand the challenges developers face, from production outages to release delays caused by elusive bugs. If you share our passion for creating developer-centric solutions that enhance system resilience and accuracy, we invite you to join us.About the RoleAs a Customer Success Engineer (CSE), your role is pivotal in ensuring our customers achieve success. You will dive deep into understanding their complex software systems and pressing business requirements, leveraging our state-of-the-art platform to facilitate rigorous testing of their mission-critical applications. You will collaborate with engineers from innovative companies, identifying bugs before they reach users and contributing to their success.What You’ll DoCustomer Success Engineers must effectively grasp customers’ business goals and technological landscapes to deliver value throughout their journey—from onboarding to customization delivery and presenting impactful value propositions to customer leadership. Your responsibilities will also include identifying product feature gaps, uncovering new requirements, brainstorming novel application domains and product areas, and educating the tech industry on advanced testing techniques for large-scale applications.Every day will bring unique challenges—one day you might be onsite with a customer, resolving a critical bug and presenting findings to their entire team; the next, you’ll collaborate with peers in the office on pioneering testing techniques or enhance your skills by exploring the latest open-source technologies.

About JuniorAt Junior, we are revolutionizing the investment research landscape with state-of-the-art LLM-powered tools designed specifically for private market investors. Our clientele includes some of the world's leading private equity and consulting firms, collectively managing billions in annual investments. As a profitable and bootstrapped organization, we take pride in our dynamic team of 24 based in both London and NYC.Discover more about our mission and values here. Role DescriptionAs a pivotal member of our Customer Success team, you will play a crucial role in ensuring our clients' success. We seek individuals who possess genuine empathy for the challenges faced by consultants and investors during due diligence work, and who can effectively demonstrate how Junior can enhance their efficiency and impact.Your responsibilities will include managing global deployments involving thousands of users, acting as the Voice of the Customer, and collaborating closely with our product team to eliminate pain points from our customers' workflows.In this role, you will:Develop and maintain robust relationships with clients, including key decision-makers at large-cap funds and consultancies, serving as their primary contact and trusted advisor throughout the onboarding and feedback processes.Oversee the execution of large-scale AI deployments for thousands of users.Transform customer feedback into actionable insights for product development, guiding our team on essential features to meet client demands.Co-create and deliver tailored training programs alongside our customers.Utilize data-driven strategies to enhance customer engagement, satisfaction, and retention.Advance into a managerial position as our Customer Success team expands.Contribute to the evolution of our team structure and the overall company culture. About YouWe are in search of a seasoned Customer Success Lead who:Has demonstrable experience in customer success roles, especially within the investment or consulting sectors.Is skilled in relationship management, with a track record of engaging effectively with senior stakeholders.Possesses strong analytical skills and the ability to leverage data for customer insights.Can effectively communicate and translate customer needs into product enhancements.Is passionate about driving user satisfaction and retention.

Role overview The Senior Customer Success Manager at Braze in London focuses on helping clients achieve their goals with Braze’s customer engagement platform. This position emphasizes building trusted relationships, guiding clients on effective practices, and making sure each client gains real value from the product. What you will do Partner with clients to understand their business objectives and support their success using Braze’s solutions. Work alongside internal teams to deliver strong service and respond to client needs. Offer guidance and share knowledge to help clients use Braze’s features effectively. Encourage customer satisfaction by anticipating potential challenges and offering practical solutions. Location This role is based in London.

Location: Hybrid role based in London (Richmond, TW9). Expect to work from the office one or two days each week, depending on business needs. Kerv Group formed in July 2020 through the merger of five established companies. The group operates with a customer-first, cloud-first mindset, supporting clients as they pursue digital transformation. Kerv Experience, a key team within the group, designs and delivers cloud-based omnichannel solutions that help clients improve customer engagement. Customer Success Team This team works side by side with clients, guiding them through every phase of their partnership with Kerv. Team members focus on customer health, satisfaction, and long-term success, aiming to provide excellent service at every touchpoint. Building strong relationships and delivering measurable results are central to the team’s approach. What you will do Manage a portfolio of assigned customer accounts, serving as the main relationship contact. Drive retention and oversee renewals, ensuring accuracy and timely completion. Create and maintain customer success plans, identifying and following up on growth opportunities. Monitor customer health metrics and Net Promoter Score (NPS), collect feedback, and engage proactively to resolve concerns. Advocate for customers by ensuring their inquiries and requests receive prompt, effective responses. Share customer insights with internal teams, highlighting emerging risks and opportunities. Act as the escalation point for unresolved issues, coordinating with colleagues to resolve them quickly. Prepare regular reports, lead business reviews, and monitor renewal risks, satisfaction, and training needs. Work with Marketing to deliver timely, relevant content to customers.

Join 9fin as a Customer Success ManagerAt 9fin, we are revolutionizing the global debt markets with our cutting-edge AI platform, harnessing the world’s largest asset class valued at over $145 trillion. We recognize that the debt markets, while expansive and vital, often rely on outdated systems characterized by fragmented data and manual processes. Our mission is to transform this landscape with an integrated platform that centralizes proprietary credit data, comprehensive analysis, and high-value workflows across international markets.Our platform is trusted by over 300 prestigious institutions worldwide, including leading banks, asset managers, private equity firms, law firms, and advisory firms. As we experience rapid growth, particularly in the US market, we are proud to maintain exceptional client retention rates, driven by our deep integration into client workflows.We are at a crucial turning point in our journey. With a validated product-market fit and robust global demand, 9fin is on the path to becoming the leading platform for debt markets globally.Your RoleAs a Customer Success Manager, you will play a pivotal role in nurturing client relationships and boosting revenue by optimizing client workflows. This newly established Customer Success function will work closely with our Account Management team, innovating collaborative strategies to enhance our partnerships with clients.Your focus will be on ensuring clients fully comprehend our product offerings and are motivated to maximize their use of the platform, utilizing data-driven strategies for effective communication.Collaboration with various teams is essential to implement strategies for increased platform usage, improve our user-friendly products, and deliver an outstanding customer experience.This unique position requires a commercially savvy individual capable of developing a high-performing strategy from the ground up, tailored to specific projects throughout the customer lifecycle.Join a dynamic and ambitious team in a rapidly expanding company, servicing the largest financial market globally, and take your sales career to the next level!

At Beam, we are driven by a mission to tackle some of the world's most challenging social issues. Our remarkable team leverages cutting-edge technology and artificial intelligence to make a real difference. Join us as we rapidly expand our impact The journey is challenging, but nothing worth achieving ever comes easy.Become part of a pioneering organization that is at the forefront of social change. Here, you'll thrive in a high-performance culture, significantly impact your career trajectory, and find genuine satisfaction in your work.We believe in supporting our team members with top-notch coaching, personal development budgets, and competitive salaries.Our innovative product, Magic Notes, has already transformed the workflow for case workers, saving them over 8 hours of administrative work each week. Over 50,000 frontline professionals in the UK, including social workers, NHS clinicians, and mental health practitioners, are already utilizing this tool to provide quicker, more humane support. We are also expanding internationally to empower practitioners in the USA, EU, and Australia.About the RoleBeam is on a mission to democratize access to human-centered welfare services. Our suite of AI products is designed to revolutionize frontline operations and create scalable solutions.Our flagship product, Magic Notes, is an AI-driven tool that enables social workers to save over 50% of their time while providing high-quality care to the residents who need it most.There is significant interest from Government sectors in utilizing advanced technology to make a tangible difference in residents' lives, and with Magic Notes, we are leading the way in integrating AI into frontline services.In this role, you will ensure that pilot programs yield impactful results for customers, followed by negotiating and securing expanded contracts. Subsequently, you will oversee and expand a portfolio of accounts, ensuring that frontline teams derive increasing value from Beam's software solutions as we scale.This position is dynamic and hands-on, requiring substantial interaction with users, particularly social workers, to help them understand and effectively utilize our product. You will also cultivate a network of advocates at all organizational levels to bolster and expand partnerships.When not on site, you will analyze data and gather qualitative feedback to address customer challenges and serve as an advocate for product enhancements. After the completion of a pilot, you will conduct a thorough evaluation and lead negotiations for extended contracts.

About AvePoint: As a pioneer in data security, governance, and resilience, AvePoint stands at the forefront of delivering comprehensive solutions that empower organizations to collaborate securely and efficiently. With over 25,000 clients globally, our innovative AvePoint Confidence Platform is trusted for managing critical data across platforms like Microsoft, Google, and Salesforce. Our extensive partner ecosystem, comprising about 5,000 managed service providers and resellers, ensures that our solutions are available in more than 100 cloud marketplaces. Discover more about our mission and offerings at www.avepoint.com. At AvePoint, we prioritize investing in our people. Our culture of agility, passion, and teamwork empowers you to shape your career, make a meaningful impact, and take ownership of your future. Unleash your full potential with us! About the Position: The Customer Success Manager (CSM) will play a pivotal role in driving technology adoption strategies for AvePoint's customers. This role requires a deep understanding of the sales cycle and technical strategies to effectively communicate with both internal teams and external stakeholders, including customers, account managers, and technical support engineers. Key Responsibilities: Develop and implement repeatable strategies for technology adoption. Collaborate closely with customers to understand their needs and ensure their success with AvePoint solutions. Act as a liaison between customers and internal teams to facilitate effective communication and resolution of issues. Analyze customer feedback and data to continuously improve customer experience and product offerings. Provide training and support to customers and internal teams on AvePoint products.

At ITRS, we are dedicated to ensuring that society's critical technology operates seamlessly. Our mission is to provide automated and comprehensive IT observability solutions that protect vital applications while fostering innovation. We uniquely serve the most demanding and regulated industries, earning the trust of 90% of Tier 1 capital markets firms.We believe that when our team flourishes, our customers do too. Join us to experience:A supportive culture – We take pride in being recognized as a Great Place to Work for multiple consecutive years, thanks to our inclusive and nurturing environment.Meaningful work – Contribute significantly by engaging with thousands of global customers across industries that keep the world functioning, including 9 out of the top 10 investment banks.Opportunities for growth – Whether you are at the beginning of your career or are a seasoned professional, we are committed to your personal and professional development, as evidenced by team members who have thrived here for over a decade.With our headquarters based in London and teams spread across the US, Europe, and Asia, ITRS combines the agility of a high-impact tech business with the stability of a private equity-backed global partner.Role OverviewIf you have hands-on experience with monitoring or observability tools and are looking for a new direction in your career, this position could be an excellent match. We are seeking an individual who not only comprehends the technology but also possesses a strong personality, excels at relationship building, and consistently prioritizes client value.Whether you are currently in a Customer Success, Technical Account Management, or a related role, what counts most is your proven experience in enterprise-scale environments and a genuine passion for leveraging monitoring and observability tools to create meaningful impact.At ITRS, Customer Success is about being a trusted partner. Our clients expect more than just theoretical knowledge; they seek professionals who have practical experience, understand the challenges first-hand, and can help translate technology into tangible outcomes.Your Responsibilities as a Customer Success Manager:Establish and nurture relationships with customers as their advocate and trusted advisor.Translate customer objectives into adoption and value strategies utilizing ITRS products.Monitor and analyze customer health, usage, and adoption to devise proactive interventions.Identify retention risks and take timely action to mitigate them.Facilitate workshops and business reviews to uncover client needs, track progress, and align on results.Gather and relay customer feedback to influence product development.Collaborate with internal teams (Support, Professional Services, Product, Account Management) to achieve customer objectives.Document engagements and maintain transparency regarding activity, outcomes, and risks.Contribute to the enhancement of Customer Success practices as our function evolves.

Join DigitalGenius (DG), where we leverage the power of AI Agents to revolutionize customer experiences for eCommerce brands. Our innovative approach to agentic AI positions us as a potential leader in the industry. We are seeking passionate, skilled individuals to join our dedicated and dynamic team to help us realize this vision.With a global presence, including offices in London and New York, we proudly support renowned retail brands such as On, Rapha, Air Up, Holland & Barrett, AllSaints, Honeylove, and Clarins.We are in search of an experienced Customer Success Manager who thrives on scaling AI, enjoys problem-solving, and is eager to work on exciting projects.Role Overview:The Customer Success team at DigitalGenius is responsible for all post-sales customer interactions. This encompasses everything from project scoping and implementation management to defining KPIs, ensuring ongoing improvement after implementation, generating impactful case studies, and securing renewals.This position will oversee and ensure the success of both new and existing clients throughout the UK and Europe. Candidates from both the UK and EU are encouraged to apply.Key Responsibilities:Manage multiple client projects concurrently across various segments (SMB, Mid-Market, Enterprise), covering all stages of the post-sales customer journey.Understand and gather customer requirements to effectively scope projects, implement solutions successfully, and meet KPIs to ensure customer referenceability, satisfaction, and retention.Take charge of product performance reporting, business-value analysis, and ongoing project planning for your customer portfolio.Stay informed about best practices, industry trends, and customer challenges to enhance our product's competitive edge.Collaborate with clients to create mutually agreed implementation plans, project timelines, and delivery milestones.Coordinate with Solution Engineers to guarantee timely delivery and ongoing improvement of implemented solutions.Communicate project requirements, status, and results effectively to clients within a high-touch customer success model.Handle customer support inquiries and manage escalations throughout the customer lifecycle.Generate case studies, secure renewals, and drive growth within your client portfolio.