Customer Success Manager, Corporate
Skills
About the Role
You will be central to ensuring clients realise measurable outcomes from their investment in the platform. Partnering with Account Managers, you will optimise the customer journey, delivering value from the moment clients join by focusing on strong product adoption and engagement. You will proactively monitor usage, adoption, and account health while aligning the platform to client goals and embedding it into their day-to-day workflows.
Requirements
- 2–4+ years of experience in Customer Success, Account Management, or a client-facing SaaS role (financial data experience a plus)
- Proven ability to build relationships, influence stakeholders, and drive measurable business outcomes
- Comfortable using data to inform decisions, with strong organisational and time-management skills
- A proactive, curious, and consultative professional who thrives in fast-paced environments and values collaboration
- Excellent communication skills with a demonstrable track record for collaborating in a cross-functional environment
- Ability to be in the London office 1x per week
Responsibilities
- Engage with end users through virtual and in-person meetings, email, and warm calling to drive platform adoption and use case mapping
- Monitor usage and deliver tailored strategies to unblock barriers to feature adoption
- Guide new clients through onboarding, training, and best-practice adoption
- Partner with sales and account management teams to strengthen adoption and support renewals
- Leverage insights, analytics, and feedback to anticipate risks and highlight wins
- Act as the advocate for client needs internally by collaborating with Sales, Support, Account Management, and Product teams
- Collect client value stories and statements to shape priorities and strategy