About the Role
We are looking for a Customer Success Manager to join our London‑based team at an important stage of development. This role offers the opportunity to take ownership of a portfolio of clients and play a key role in strengthening relationships, enhancing customer experience, and driving long‑term value across our London accounts.
You will focus on building strong, trusted partnerships with customers through regular in‑person engagement, gaining a deep understanding of their needs and ensuring they are getting the most out of our products and services. Your work will contribute directly to customer satisfaction, retention, and account growth.
Over time, the role will expand to include onboarding new customers and supporting the continued evolution of our customer success approach in the region. Working closely with colleagues across sales, trading, product, and support, you will be part of a collaborative effort to deliver a consistent, high‑quality experience across the full customer lifecycle.
Please note: for this position we can only consider applications from candidates who are already based in London, UK, and who are eligible to work in the UK without requiring sponsorship now or in the future.
In this role, you will:
- Build and maintain strong relationships with a portfolio of London‑based clients through regular meetings and on‑site visits
- Act as the primary point of contact for your accounts, developing a deep understanding of client needs and objectives
- Proactively assess account health, identifying risks, opportunities, and areas for improvement
- Plan and deliver onboarding sessions and user training to support successful adoption of our solutions
- Schedule and lead regular check‑ins with clients (monthly, quarterly, or bi‑annually depending on requirements)
- Identify upsell and cross‑sell opportunities and collaborate with sales to drive account growth
- Represent the voice of the customer internally, ensuring feedback and requirements are clearly communicated
- Work closely with sales, product specialists, trading, and support teams to resolve client queries and deliver solutions
- Support the setup and activation of new client accounts
- Gradually take on greater ownership of account strategy and long‑term client development
Who you are
- You have proven experience in Customer Success or Account Management in a client‑facing role
- Ideally, you have a background or experience in finance, financial software, or fintech/market data products is highly advantageous
- You have experience managing and developing relationships across a portfolio of customers
- You have a strong understanding of financial data, market data, or trading software
- You have the ability to understand client needs and translate them into practical solutions
- You have strong communication skills, with confidence engaging clients in‑person and remotely
- You are highly organized, self‑motivated, and able to manage a portfolio independently
- You have the willingness and ability to travel regularly to client sites across London
Our offer
Health & wellness
Benefit from wellbeing initiatives tailored to local needs, including access to an employee assistance programme that provides confidential support to employees and their families.
Holiday
Enjoy competitive holiday entitlement aligned with local markets, so you can rest and recharge.
Pension
Plan for your long‑term financial wellbeing through our pension scheme, supported by employer contributions.
Learning & development
Support your career progression with access to learning resources, ongoing conversations with your manager, and opportunities to share the knowledge you gain with your team.
Culture & impact
Be part of an international team with a startup mindset and play a key role in making a meaningful impact.
Our offices
Work from Europe’s leading financial centers and be at the heart of where finance happens.
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