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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, were already serving top-tier PE funds managing over $50 billion across the US, UK, and Europe. Weve raised $2.3 million from Tier-1 VCs and leading PE angels, with our vision to become the leading AI platform for private capital funds.
Our founding team has deep domain expertise in PE and AI. 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.
The Role
We seek a Head of Customer Success to drive adoption and revenue growth through exceptional client experiences. Youll guide both paying clients and trial users, playing a crucial role in converting trials to clients. Working with sophisticated private equity clients, youll ensure they achieve measurable business impact from our platform throughout their entire journey with Capsa.
You’ll report directly to the CEO and be the strategic owner of Customer Success. You’ll shape our post-sale function from the ground up and influence hiring as we grow.
This role requires a blend of strategic thinking, commercial focus, and execution. You’ll be a key player in defining our playbooks, building scalable systems, and eventually growing the team beneath you.
* Experience Required: 5+ years in B2B SaaS Customer Success, Onboarding, or a similar client-facing role
* Remuneration: Highly Competitive + Generous ESOP
* Visa:We don’t sponsor visas yet. You must have the right to work in the UK
Key Responsibilities
* Maximise trial-to-paid conversion: Guide clients to early wins & conversions
* Ensure long-term success: Drive engagement, increase usage, maintain retention and expand accounts
* Engage in commercial discussions: Support negotiations and ensure smooth trial-to-paid transitions
* Define the CS playbook from scratch: Own client journey processes across onboarding, adoption, and QBRs
* Work closely with the CEO and Founders Associate to build toward a CS function
* Collaborate with Sales & Product: Bridge clients needs with internal teams
* Act as a trusted advisor: Build relationships by understanding clients needs
Requirements
* 5+ years in Customer Success or Account Management, ideally in high-touch B2B SaaS
* Client Management: Experience with complex clients, ideally in fintech, data/analytics, or enterprise SaaS
* Commercial Focus: Track record of driving expansions via renewals & negotiations
* Communication: Confidently engage with C-suite and investment professionals
* Project Management: Coordinate multiple client trials while implementing standardised procedures
* Analytical Thinking: Analyse usage for key insights to drive informed actions
* A strong sense of ownership and eagerness to build processes, not just follow them
* Excited by fast-paced startup environments with ambiguity and high responsibility
Nice To Haves
* 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
Our Philosophy
* Small, talented team focusing on moving quickly with no unnecessary meetings
* Keeping things simple by solving real problems with AI
* Client obsession – staying close to build products they love
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