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Customer Success Manager

Verity is seeking an experienced and motivated Customer Success Manager to join our software team. In this role, you will be responsible for managing and enhancing relationships with our investment management clients, ensuring they realise maximum value from our RMS and ESG software solutions. You will act as the primary contact for clients, driving customer satisfaction, retention, and growth, and work closely with our senior customer success team and other stakeholders.  


Key Duties:
  • Build and maintain strong relationships with our investment management clients. 
  • Work closely with and support our senior customer success managers 
  • Assist and lead client implementations and onboarding, working with our solutions engineering team to achieve mutually beneficial outcomes. 
  • Addressing feedback and requests post-implementation to ensure a positive user experience for our clients. 
  • Collaborate with additional internal teams, including sales, product development, and marketing, to provide a fantastic client experience and go-to-market strategy. 
  • Provide clients with expertise and best practices to optimise their use of our software. 
  • Achieve and exceed customer retention and growth targets. 


About You:
  • Proven experience as a Customer Success Manager, or similar role, in the financial services industry, preferably working with investment management clients. 
  • Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships – including with client stakeholders.  
  • Results-oriented with a demonstrated ability to meet or exceed targets. 
  • Ability to work independently and collaboratively in a fast-paced environment. 
  • Proficiency in CRM software and Microsoft Office Suite. 
  • Bachelor’s degree or relevant work experience. 
  • UK-based (we are remote-first!) 


What We Offer:
  • Competitive salary and performance-based bonuses. 
  • Dynamic, collaborative and friendly remote-first environment. 
  • Private healthcare via AXA. 
  • Pension scheme. 
  • Professional development opportunities.  
  • 20 days holiday per year (plus the usual bank holidays, of course!) 


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CEO of Verity
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Alexandro Barsi
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Full-time, remote
DATE POSTED
July 17, 2024

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