About Us Capsa AI is an operating system that aggregates, structures, and generates insights from company and market data for Private Equity (PE) funds. Founded in December 2023, we're already serving top-tier PE funds managing over £40 billion across the US, UK, and Europe. 8 million from Tier-1 VCs and leading PE angels, with our vision to become the leading AI platform for private capital funds.
Our CEO, Danyal, has spent most of his career in PE and Investment Banking at blue-chip financial institutions such as AEA Investors, Citigroup, and Deutsche Bank. Our CTO, Callum, is an expert in Machine Learning and AI, having worked at leading defence companies like QinetiQ, and retail tech startups such as Standard AI.
We seek a Customer Success Manager to drive adoption and revenue growth through exceptional customer experiences. Working with sophisticated private equity clients, you'll ensure they achieve measurable business impact from our platform throughout their entire journey with Capsa.
Location: London, UK (Hybrid, in-person 4 days per week)
Experience Required: 3+ years in B2B SaaS Customer Success, Onboarding, or a similar client-facing role
Visa: We don’t sponsor visas yet. Drive engagement, increase usage, maintain retention and expand accounts
Engage in commercial discussions: Support negotiations and ensure smooth trial-to-paid transitions
3+ years in Customer Success, Implementation, or Account Management in a B2B SaaS company
~ Customer Management: Experience with complex customers, ideally in fintech, data/analytics, or enterprise SaaS
~ Commercial Focus: Project Management: Financial experience (PE, VC or financial services clients)
Background in investment banking, consulting, fintech, or enterprise sales
Familiarity with key CS KPIs (trial-to-paid conversion, Net Revenue Retention, NPS)
Ability to explain AI/data-driven products to non-technical users
Private healthcare insurance
One month per year remote working
Budget for setting up your home office