Verity is hiring a
Customer Success Manager, Remote - United Kingdom

Summary

The job is for a UK-based remote Customer Success Manager in the financial services industry who will manage investment management clients, ensuring they get maximum value from software solutions. Key responsibilities include building client relationships, assisting with implementations, addressing feedback, collaborating with internal teams, and achieving customer retention and growth targets.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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!)