Customer Success Manager

November 27

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Aveni

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Artificial Intelligence • Finance • SaaS

<Aveni> is a technology company that builds NLP-powered, compliance-focused AI solutions for the financial services industry. It offers products such as Aveni Assist (an AI meeting assistant that automates adviser admin, CRM updates and report generation), Aveni Detect (automated QA, risk and vulnerability detection across customer interactions) and FinLLM (a finance-specific language model). Aveni provides ready-to-deploy and bespoke/co-developed AI for SMEs, mid-sized firms and enterprises, emphasizing data security, traceability and regulatory/compliance monitoring (Consumer Duty) to improve adviser productivity and quality assurance.

51 - 200 employees

Founded 2018

🤖 Artificial Intelligence

💸 Finance

☁️ SaaS

📋 Description

• Build Exceptional Client Relationships: Act as the main point of contact for your portfolio of accounts • Understand each client’s business, challenges, and strategic goals • Run regular check-ins, performance reviews, and value-focused conversations • Drive Customer Success & Value Delivery: Ensure clients adopt and maximise our products and services • Deliver product demonstrations, training, and support • Monitor satisfaction and take proactive steps to enhance the client experience • Enable Business Growth: Identify upsell, cross-sell, and expansion opportunities • Collaborate with Account Executives, Marketing, and Product teams • Advocate for client needs to influence internal strategy and product development • Use Data to Guide Success: Track account health, customer satisfaction, and adoption metrics • Prepare insights and reports to support continuous improvement

🎯 Requirements

• Experience in Customer Success, Account Management, or Client Services • Proven ability to build strong client relationships • Excellent communication, problem-solving, and organisation skills • Comfortable managing multiple accounts in dynamic environments • Background in B2B SaaS or technology solutions (Desired) • Experience identifying revenue-growth opportunities (Desired) • Data-driven mindset and strong presentation skills (Desired)

🏖️ Benefits

• A collaborative and innovative work environment • Career growth opportunities towards Technical Lead and beyond • Exposure to cutting-edge AI-first engineering practices • 34 days holiday plus your birthday off • Share options • Remote and flexible working • Life insurance • Income protection • Private health care • Eyecare • On-going career development and training • Freebies and discounts • Emotional wellbeing (Employee assistance programme provides access to 24/7 employee counseling and emotional support) • Cycle to work scheme • Pension scheme (employer contribution matched up to 5%)