Customer Success Manager

🕒 May 7

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Atominvest

WebsiteLinkedInAll Job Openings

11 - 50 employees

☁️ SaaS

💸 Finance

🤝 B2B

SaaS • Finance • B2B

Atominvest is a SaaS company that provides AI-powered enterprise software for alternative asset managers and private markets. Its modular platform covers investor management (fundraising, onboarding, electronic subscriptions, investor portals), portfolio management (AI data ingestion, valuations, reporting), fund accounting and administration, ESG data management, and integrations (APIs, plugins, SSO). Atominvest focuses on streamlining operations, compliance, and investor experience for private equity, credit, venture, real assets and wealth firms, offering enterprise-grade security and workflow automation.

📋 Description

• Own the full client lifecycle: requirements gathering, configuration, data migration, UAT, training, go-live, and post-deployment success • Lead structured implementation programmes for enterprise clients, managing complex timelines, dependencies, and senior stakeholder expectations • Run discovery workshops and executive business reviews with both operational and C-level contacts • Analyse client datasets, fund structures, and reporting workflows to design and configure optimal platform solutions • Proactively manage risk and escalation — keeping implementations on track in fast-moving, regulated environments • Partner with Product to manage change and operational risk during feature deployments — coordinating rollouts, communicating impact to clients, and ensuring new functionality lands smoothly within live production environments • Act as the bridge between clients and the product roadmap — gathering structured feedback, influencing prioritisation, and owning the end-to-end delivery of new features to your client base • Deliver consistently high-quality, responsive support, treating every client issue with urgency and ownership • Identify and develop expansion opportunities by understanding clients' broader operating models and strategic goals • Act as the voice of the client internally, contributing structured product feedback to Engineering and Product

🎯 Requirements

• 3–6 years in a Customer Success, Implementation, or client-facing role within B2B SaaS — specifically serving financial services or asset management clients • Demonstrable experience managing enterprise implementations end-to-end, including data migration and multi-phase delivery • Solid working knowledge of private markets, fund structures and investor reporting • Exceptional project management instincts — you track every dependency, own every deadline, and communicate proactively when things shift • Highly analytical, with strong Excel skills and comfort working with complex client datasets • Polished, precise communicator — written and verbal — with the confidence to challenge and guide senior stakeholders • High professional standards and meticulous attention to detail; you notice what others miss • Entrepreneurial mindset: you thrive with autonomy, move quickly, and bring solutions not problems • *Bonus:* formal PM methodology (PMP, PRINCE2, etc.)

🏖️ Benefits

• Competitive compensation (fixed base salary + performance incentives) • 25 days of holiday per year + bank holidays • Hybrid working style (a minimum of 3 days in our central London office is required) • Cycle2Work scheme • Employee Assistance Programme (EAP) to support employee wellness • A culture of trust, ownership, responsibility and autonomy in your work • An incredible team of smart and mission-driven people to work with • Fun working atmosphere • Significant growth opportunities • Company-wide socials and events