Customer Success Manager

🔥 10 minutes ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 15%

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Aveni

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2018

🤖 Artificial Intelligence

💳 Fintech

📋 Compliance

🔥 Funding within the last year

💰 Series B on 2026-06

Artificial Intelligence • Fintech • Compliance

Aveni is an AI-first software platform that provides specialist tools for UK financial services, focused on adviser productivity and compliance assurance. Its product suites (Wealth and Compliance) include Assist and File Check for meeting capture, suitability drafting and automated file reviews, and Detect, Approve and Assure for pre-deployment testing, real-time oversight and 100% automated review of regulated customer interactions. Aveni runs its own FinLLM models trained on UK financial services and combines them with a compliance layer and audit trails so banks, wealth managers and advice firms can scale risk detection, regulatory evidence and governance while integrating into existing workflows. The company emphasizes explainability, regulatory alignment (FCA/Consumer Duty), and enterprise deployment controls.

📋 Description

• Own a portfolio of client accounts post-sale • Act as the primary point of contact for clients • Understand each client’s business model, operational goals, and key challenges • Handle client requests and concerns quickly, professionally, and proactively • Drive product adoption across large user bases • Track usage analytics across thousands of active end-users • Identify engagement gaps and partner with the Enablement team to close them • Execute and refine Customer Success playbooks • Lead regular check-ins and Executive / Quarterly Business Reviews (QBRs) • Demonstrate tangible value, ROI, and progress • Identify expansion and upsell opportunities • Collaborate with the commercial, Enablement, and Implementation teams

🎯 Requirements

• Proven experience as a Customer Success Manager within a B2B SaaS business • A structured, clear, and repeatable approach to account management and process execution • Demonstrated experience with software products utilized by large, distributed end-user bases • Strong rapport-building, executive presence, and communication skills • Highly ambitious with a desire to continuously learn, adapt, and progress your career in a fast-paced environment • Willingness and flexibility to travel regularly to client sites across the UK • Experience working with wealth management, financial planning, or wider Financial Services clients (nice to have) • Prior background in a high-growth scale-up or start-up environment (nice to have) • Hands-on involvement in commercial renewal or account expansion conversations (nice to have) • Must be based in the United Kingdom • Must be legally authorised to work in the United Kingdom

🏖️ Benefits

• Remote-first culture across the UK, with access to co-working spaces • 34 days holiday plus your birthday off (inclusive of bank holidays) • Share options scheme • Private medical and dental care • Life insurance • Income protection • 24/7 Employee Assistance Programme (EAP) • Matched pension contribution up to 5% • Personal development support • Cycle-to-work scheme • Retailer discount perks

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