Customer Success Manager for Financial Services

AlphaSense is hiring a Customer Success Manager focused on Financial Services in London. This role centers on building and maintaining strong client relationships while supporting clients as they use AlphaSense’s solutions to meet their business objectives. What you will do Onboard new clients and guide them through the initial setup process Provide ongoing support to address client questions and ensure satisfaction Work closely with product and sales teams to improve the overall customer experience Who we’re looking for Experience in customer success or client-facing roles Strong knowledge of the financial services sector Interest in helping clients achieve their goals using technology solutions This position offers the chance to make a direct impact on client outcomes and collaborate with teams across AlphaSense.

Role Overview impact is hiring a Customer Success Manager in London. This role focuses on helping clients reach their goals and get the most value from our solutions. Building strong relationships and supporting customer satisfaction are central to this position. What You Will Do Support clients as they use our products and services Work closely with customers to understand their needs and objectives Strengthen long-term relationships to encourage continued success Help clients resolve issues and make the most of our offerings What We Look For Proactive approach to client support Strong focus on customer satisfaction Ability to build and maintain trust with clients

Join juicebox as a Customer Success Manager, where your passion for customer satisfaction will drive our success. In this pivotal role, you will be the primary point of contact for our clients, ensuring they receive exceptional service and support. Your keen understanding of customer needs will help us foster long-term relationships and enhance customer loyalty.

As a Commercial Customer Success Manager at Sitemate, you will play a pivotal role in ensuring our clients achieve their desired outcomes while using our innovative solutions. You will act as a trusted advisor, providing expert guidance and support to maximize customer satisfaction and drive retention.Your responsibilities will include onboarding new clients, conducting regular check-ins to assess their needs, and delivering tailored solutions that enhance their experience with our products. You will also collaborate with internal teams to communicate customer feedback and advocate for enhancements that benefit our user base.

Join us as a Customer Success Manager and contribute to the development of our innovative SaaS-based anti-money laundering solutions that empower organizations to combat financial crime! At ComplyAdvantage, we are dedicated to creating advanced tools that foster a safer world by preventing illicit financial activities. In this dynamic role within our customer success team, you will cultivate meaningful relationships with our diverse portfolio of clients. As a trusted advisor, your mission is to ensure they achieve optimal outcomes while providing valuable feedback to our product development teams.As a Customer Success Manager, you will:Oversee a portfolio of Mid-Market customers, guiding them through onboarding, training, adoption, and ongoing success.Serve as the primary point of contact, owning the overall relationship with your clients.Develop comprehensive implementation plans for each new customer, ensuring effective onboarding in collaboration with their technology, compliance, and risk teams.Proactively support clients by driving platform adoption, improving utilization, and minimizing churn while ensuring renewals.Provide continuous assistance, addressing client queries and coordinating with various ComplyAdvantage teams to resolve issues.Collaborate with the sales/account management team to promote cross-sell and upsell opportunities, enhancing contract revenue.Play a pivotal role in shaping our product roadmap based on customer insights.Lead new feature rollouts, including both formal and informal training for customers and internal teams, as well as drafting client communications.Contribute to market development efforts by collaborating with marketing to create high-quality collateral and working with the product team to define future requirements.Act as the voice of the customer, providing internal feedback to enhance ComplyAdvantage's offerings.

At NiCE, we embrace challenges and push beyond our limits. As ambitious game changers, we strive for excellence in every endeavor. If you share our passion for innovation and success, we offer a career opportunity that will ignite your potential.What Does the Role Entail?As a Customer Success Manager, you will take charge of fostering enduring relationships with our key NiCE CX customers post-purchase and throughout their product implementation journey. You will be their trusted advocate, ensuring they realize the full value of our solutions.Your engagement with customers will begin before they launch our contact center platform, and you will remain closely involved to guarantee adoption, measurable ROI, and long-term success.Our team comprises experienced customer success professionals who are dedicated to surpassing customer expectations. You will manage multiple high-touch, complex enterprise accounts, driving the adoption of AI-powered capabilities and enhancing overall customer experience.In partnership with customers, you will guide them in utilizing NiCE technology effectively, expanding usage, and nurturing long-term, loyal relationships. Your assigned accounts may include those with premium service packages, necessitating high levels of engagement and strategic guidance.Engagements with customers will occur through various channels including phone, email, chat, and video conferencing, with in-person visits as necessary. Travel to customer sites for value reviews and executive meetings will be expected.Collaboration is key; you will work independently as well as alongside Sales, Technical Support, Professional Services, Product Management, Engineering, and other teams to achieve the highest levels of customer satisfaction and success.Your Impact:Serve as the primary point of ownership for customer success across assigned accounts, coordinating NiCE CX resources to deliver outstanding outcomes.Develop and nurture strong, productive relationships with customers, holding regular success reviews to align with their contact center operations and business goals.

Join anima as a Customer Success Manager, where you will play a pivotal role in ensuring our clients achieve their goals and maximize their value from our services. You will be the primary point of contact for our customers, guiding them through the onboarding process and providing ongoing support to enhance their experience with our innovative solutions.Your expertise will help identify customer needs and promote our solutions effectively. You will collaborate closely with various teams to ensure a seamless experience for our clients.

Who We Are About Stripe Stripe is a leading financial infrastructure platform that empowers businesses globally. From multinational corporations to innovative startups, millions utilize Stripe to manage payments, enhance revenue, and unlock new business opportunities. Our mission is to elevate the GDP of the internet, and we face an ambitious journey ahead. This presents you with a unique chance to contribute to the global economy and undertake some of the most impactful work of your career. About the Team As a Customer Success Manager (CSM) at Stripe, you will oversee the post-sales journey for our users, ensuring they receive optimal value from their investment. This collaborative role significantly boosts user success, retention, and fosters profitable renewal outcomes, making it one of the most impactful positions in our organization. What You'll Do We are in search of a driven and inquisitive professional to manage a portfolio of enterprise clients. The CSM will conduct proactive workshops, business evaluations, payment insights, and provide thought leadership to support our users in scaling their businesses. The ideal candidate is analytical and detail-oriented, thriving on customer interactions to investigate concerns and provide actionable insights. This role requires close collaboration with sales, technical account managers, and operational teams to engage customers in discussions around products, payments, and technical matters. Responsibilities Work collaboratively with account executives and technical account managers to facilitate post-sale engagements aimed at optimizing, retaining, and expanding Stripe’s enterprise customer base. Manage a client portfolio to ensure overall account health, including performance metrics, product adoption rates, usage velocity, account renewals, growth opportunities, and customer satisfaction. Act as a trusted advisor on payments and product matters to assigned customers by delivering insights on payment performance and industry trends. Conduct business reviews to align user priorities, analyze payment performance metrics, share the Stripe product roadmap, and guide customers in maximizing their value from Stripe. Serve as the customer advocate within Stripe, conveying user feedback and insights to Product Management, Engineering, Support, Marketing, and Sales to enhance the Stripe user experience. In collaboration with the account team, support portfolio growth by identifying and presenting expansion opportunities to ensure customer success.

About AirwallexAirwallex stands as the premier unified payments and financial platform tailored for global enterprises. Our innovative blend of proprietary technology and software empowers over 200,000 businesses globally—ranging from Brex and Rippling to Navan, Qantas, and SHEIN—by providing fully integrated solutions that encompass business accounts, payment processing, spend management, treasury functions, and embedded finance on a worldwide scale.Established in Melbourne, we boast a dynamic team of over 2,000 talented individuals spread across 26 offices worldwide. With a valuation of $8 billion and support from leading investors such as T. Rowe Price, Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures, DST Global, and Lone Pine Capital, Airwallex is at the forefront of shaping the future of global payment and financial platforms. If you’re eager to embark on a journey of ambitious growth, we invite you to join us.

Join us in revolutionizing the hospitality industry!At Nory, we understand the challenges faced by the hospitality sector—thin margins, high waste, and stretched teams. That's why we created a comprehensive restaurant management system designed to streamline operations.Founded by Conor, who experienced the industry's pains firsthand after scaling Mad Egg in Ireland, Nory aims to eliminate the hassle of managing disparate systems, cumbersome spreadsheets, and endless paperwork. Our platform combines real-time data with AI-driven analytics to empower restaurant operators to enhance their profitability.With a recent Series B funding led by Kinnevik, we are rapidly expanding. Our team has grown to over 85 members across Ireland, the UK, Spain, and the US, and we are looking for a Scaled Customer Success Manager to elevate our Customer Success team.This role is based in London and requires 2-3 days per week in the office or onsite with customers in Greater London.Your RoleYou will spearhead the development of our Scaled Customer Success strategies, processes, and systems, ensuring our SMB customers derive maximum value from Nory without needing one-on-one management.Utilizing data-driven insights, you will craft, implement, and refine strategies to encourage platform adoption, customer satisfaction, and long-term retention. You will play a pivotal role in establishing a world-class Customer Success function.If you are passionate about analyzing data, creating scalable strategies like automated communications, training academies, knowledge bases, and webinars, and shaping the future of hospitality technology, we want to hear from you!Your ResponsibilitiesManage our global Scaled SMB customers, focusing on retention at scale.Leverage data to design and execute strategies that promote platform adoption, value realization, customer advocacy, and loyalty.Establish scalable processes and systems that facilitate effective delivery of Customer Success initiatives.

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 Intercom, we are redefining customer service through our cutting-edge AI technology, striving to help businesses deliver exceptional customer experiences.Our AI-powered agent, Fin, is the most sophisticated customer service AI available, enabling companies to provide continuous, top-notch support and enhance their customer interactions significantly. Fin can be integrated with our Helpdesk, forming a comprehensive solution known as the Intercom Customer Service Suite, ideal for addressing complex inquiries that necessitate human intervention.Since our inception in 2011, we have earned the trust of nearly 30,000 businesses worldwide, setting a new benchmark in the customer service arena. Our commitment to our core values drives us to innovate rapidly, push boundaries, and consistently deliver extraordinary value to our clients.What’s the Opportunity?As a Customer Success Manager at Intercom, you will collaborate with a diverse array of exciting clients across various industries, guiding them through different stages of their business journey to maximize the benefits of their Intercom investment. Your role will involve engaging with customers to unlock immediate and long-term outcomes by implementing methodologies that foster product adoption, solution expansion, and sustainable growth.You will develop meaningful relationships and gain a deep understanding of the Intercom customer journey, positioning yourself to assist clients in navigating challenges, thereby delivering value through proactive engagement and best practices.Your expertise will empower customers to address their challenges in implementing and scaling our AI products, as you serve as a trusted advisor for the necessary changes they need to undertake.You will engage with a range of customer profiles, including C-Level executives, CX leaders, support teams, and global CX teams, ensuring the successful adoption and expansion of their Intercom solution investment.Key ResponsibilitiesEstablish a trusted advisor relationship with customers at the C-suite and executive levels, ensuring they derive maximum value from our platform throughout their journey.Collaborate with customers and Intercom account teams (Sales, Partners, Solution Engineers) to create Customer Success Plans, including Quarterly Business Reviews (QBRs), Executive Business Reviews, strategic planning sessions, and Churn Mitigation Plans as needed.Leverage your expertise in Intercom products and solutions to guide customers in effectively adopting the most relevant features to meet their unique requirements.Engage with customers proactively...

Jellyfish Careers seeks a Senior Customer Success Manager based in London. This role centers on building trusted relationships with clients, ensuring they gain real value from Jellyfish’s services, and supporting their long-term satisfaction. Role overview The Senior Customer Success Manager develops and maintains strong connections with clients, working to understand their objectives and challenges. The position involves guiding customers to make the most of Jellyfish’s offerings and playing a key part in retention efforts. What you will do Build and nurture relationships with clients to understand their goals and pain points Help customers realize value from Jellyfish’s services Promote customer satisfaction and contribute to retention Work with teams across the business to advocate for client needs Share client feedback and insights to inform product development Requirements Background in customer success or a related area Strong grasp of customer success strategies Track record of improving customer experience Comfortable collaborating with cross-functional teams

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!

Role overview The Customer Success Manager for EMEA at hsi-1 acts as the primary point of contact for customers throughout the region. Based in London, this role centers on supporting clients, understanding their goals, and ensuring they gain lasting value from hsi-1’s products and services. Day-to-day work involves direct collaboration with customers to help them achieve successful outcomes. What you will do Develop and sustain strong relationships with clients to enhance their overall experience. Identify ways customers can use hsi-1’s products more effectively and recommend improvements. Collaborate with internal teams to address customer concerns and improve support processes. Lead onboarding and training sessions for new clients. Location This role is based in London, England, United Kingdom.

Join Attio and Revolutionize CRM for the AI Era!At Attio, we are on a bold mission to transform customer relationship management for the age of artificial intelligence. Our groundbreaking AI-native CRM solution is specifically designed for the most driven go-to-market teams. We recently celebrated a significant milestone with a $52M Series B funding round led by GV (Google Ventures), with contributions from Redpoint, Balderton, Point Nine, and 01A. Our dynamic team is passionate about tackling complex technical challenges, delighting users, and setting new benchmarks in the industry.About the RoleAs a key member of our Customer Success team, you will play an essential role in how we build and enhance customer value. You will help clients adopt Attio efficiently, integrate it seamlessly, and realize significant long-term benefits. With a blend of technical prowess and profound empathy, you will navigate teams through intricate use cases, provide insights that influence product development, and transform exceptional onboarding experiences into enduring success.Your ResponsibilitiesDevelop and lead tailored success plans for high-priority accounts, acting as both a trusted business partner and an expert product consultant.Create and implement strategies to assess customer health, and enhance adoption, retention, and upselling efforts on both individualized and scalable levels.Collaborate with fellow Customer Success Managers to generate innovative ideas, document best practices, and create reusable program templates to ensure consistency and scalability as we expand into new markets.Contribute to group-wide initiatives for secondary accounts through various channels including emails, workshops/webinars, office hours, and community engagement programs.Leverage data analytics to categorize customers based on usage patterns and demographic factors, delivering personalized resources tailored to each segment.Work alongside Sales Engineers, post-sales, and Support teams to develop content for scaled initiatives.Partner with marketing and product teams to enhance brand and activation messaging.Your QualificationsA minimum of 5 years of relevant professional experience, including at least 3 years in Customer Success or Account Management.A passion for customer advocacy and relationship-building, with a proven track record of driving customer success outcomes.

About UsAt Ideals, we are a leading global B2B SaaS provider, acclaimed for being the top-rated and most customer-focused brand in the secure business collaboration sector. With over 2 million users across 300,000 companies worldwide, we empower individuals to navigate high-stakes processes and make critical decisions with reduced stress, improved quality, and enhanced efficiency.Ideals Virtual Data Room (VDR): A secure platform for document sharing and collaboration tailored for due diligence, fundraising, corporate reporting, licensing, clinical trials, and other intricate transactions.Ideals Board: A collaborative platform designed for board and leadership teams to facilitate quicker, safer, and more compliant decision-making processes.Your RoleDelivering an outstanding customer experience is paramount at Ideals. Our Customer Success team has been instrumental in maintaining high customer satisfaction levels, securing our position as a Market Leader on G2 for five consecutive years.We are seeking a dynamic Customer Success Manager to enhance our Customer Success team in the UK. In this post-sales role, you will take full ownership of a client portfolio, leading renewals, onboarding, and account expansion for high-value B2B clients, including several strategic accounts in our European portfolio.You will collaborate cross-functionally to drive product adoption and maximize account potential, directly influencing revenue targets and client retention. This is a unique opportunity to establish an impressive track record within a multinational, mature yet rapidly evolving SaaS environment. You will have a significant impact on customer relationships, working alongside various departments to support our scaling growth in the UK region and beyond.Please note that we can only consider candidates located in London or nearby, as this role requires in-person client meetings.

As a Strategic Customer Success Manager at Vanta, you will play a pivotal role in nurturing and expanding our client relationships. You will be responsible for ensuring customer satisfaction and driving value from our solutions. Your ability to understand client needs and coordinate with various teams will be essential in helping our customers achieve their compliance goals.We are looking for a passionate individual who can leverage their expertise to enhance customer engagement and retention. You will be tasked with developing success plans, conducting regular check-ins, and providing strategic insights that align with our clients' objectives.

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.

If you are passionate about fostering customer relationships and ensuring client satisfaction, we invite you to join our dynamic team as a Customer Success Manager. In this role, you will be the key point of contact for our clients, helping them achieve their goals while maximizing the value they receive from our services.You will collaborate closely with various teams to address customer needs, provide insights, and advocate for their success. Your proactive approach and ability to build strong relationships will be essential in promoting customer loyalty and retention.