Are you passionate about building strong client relationships and delivering exceptional customer experiences? Do you thrive in a fast-paced environment where you can help clients get real, measurable value from innovative technology solutions? If so, we’d love to meet you.
Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows.
We have been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors including Puma Private Equity and commercially supported by Lloyds Banking Group and Nationwide Building Society, we previously completed one of Scotland’s largest Series A rounds. Since then, we’ve continued to grow rapidly as adoption of AI in financial services accelerates, and we’re now scaling our engineering organisation to meet that demand.
The Role
We’re looking for a Customer Success Manager to join our growing team. In this role, you’ll work closely with our clients to understand their goals, support their success, and help drive business growth through trusted partnerships.
What You’ll Do
Build Exceptional Client Relationships:
* Act as the main point of contact for your portfolio of accounts
* Understand each client’s business, challenges, and strategic goals
* Run regular check-ins, performance reviews, and value-focused conversations
Drive Customer Success & Value Delivery:
* Ensure clients adopt and maximise our products and services
* Deliver product demonstrations, training, and support
* Monitor satisfaction and take proactive steps to enhance the client experience
Enable Business Growth:
* Identify upsell, cross-sell, and expansion opportunities
* Collaborate with Account Executives, Marketing, and Product teams
* Advocate for client needs to influence internal strategy and product development
Use Data to Guide Success:
* Track account health, customer satisfaction, and adoption metrics
* Prepare insights and reports to support continuous improvement
What You Bring
Required:
* Experience in Customer Success, Account Management, or Client Services
* Proven ability to build strong client relationships
* Excellent communication, problem-solving, and organisation skills
* Comfortable managing multiple accounts in dynamic environments
* Experience working with customers within the financial services sector
Desired:
* Background in B2B SaaS or technology solutions
* Experience identifying revenue-growth opportunities
* Data-driven mindset and strong presentation skills
Attributes
* Empathy, attention to detail, and a client-first mindset
* Ability to adapt quickly, collaborate effectively, and think creatively
* Willingness to travel or work across time zones as needed
What we offer:
We’re a remote-first company across the UK, with regular off-sites and in-person gatherings that are always fun, motivating and team-focused. Benefits include:
* Salary up to £60,000 plus 20% commission
* A collaborative and innovative work environment
* Career growth opportunities towards Technical Lead and beyond
* Exposure to cutting-edge AI-first engineering practices
* 34 days holiday plus your birthday off
* Share options
* Remote and flexible working
* Life insurance
* Income protection
* Private health care
* Eyecare
* On-going career development and training
* Freebies and discounts
* Emotional wellbeing (Employee assistance programme provides access to 24/7 employee counseling and emotional support)
* Cycle to work scheme
* Pension scheme (employer contribution matched up to 5%)
Join Us in Making a Difference
At Aveni, we believe that diversity drives innovation. We're committed to building a team that reflects the diverse communities we serve and creating an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you're passionate about leveraging technology to drive positive change and want to be part of a team that's shaping the future of financial services, we'd love to hear from you. We know that some people are likely to only apply where they meet 100% of requirements, but we’d like to hear from you anyway. Apply now to join us on our mission to transform the financial services industry through AI!