Overview
With a client satisfaction rating of 100% and a Net Promoter Score (NPS) of 58, we’re proud of the trust we’ve built with our clients. We’re now looking for a Client Success Manager in London, New York or Singapore to help us scale while maintaining our outstanding levels of client satisfaction and NPS.
What You'll Be Working On
* Client engagement: Develop best practices for client success, build strong relationships, and maintain consistent touchpoints with clients throughout their journey.
* Spotting ARR opportunities: Identify clients with growth potential and expand their use of our services.
* Driving process excellence: Ensure all client interactions are accurately recorded in our CRM and that systems are regularly updated and maintained.
* Providing data-driven insights: Analyse client data to assess health, implement strategies that drive adoption and satisfaction, and reduce churn risks.
* Improving our services: Work with Product and Regulatory Content teams to communicate client needs and propose product improvements. Collaborate with the Client Experience team to identify recurring support issues and create scalable solutions, promoting self‑service and enhancing our resources.
* Continuous learning: Build expertise in our products, deepen your understanding of financial concepts, and commit to ongoing learning and development.
Relevant Background & Qualifications
* Experience: At least 2 years’ experience in Client Success or Technical Account Management, ideally within a financial SaaS or RegTech company. Strong knowledge of client management systems, processes, and metrics.
* Industry knowledge: Experience working with asset managers, hedge funds, pension funds, and/or banks.
* Proactive mindset: Comfortable in a fast-moving, challenging environment. Resourceful, adaptable, and focused on delivering value and building long‑term client relationships.
* Technical acumen: Ability to quickly grasp technical concepts, including financial instruments, trading terminology, and Shareholding Disclosure and Aggregation methodology.
* Communication skills: Excellent written and verbal communication, strong organisational skills, and a dedicated, solutions-focused attitude.
Work Eligibility & Onboarding
* We require candidates to have permission to work in the UK without visa sponsorship.
* We work hybrid. New FundAppers spend 3 days per week at our London office during the first 6 months, then at least 1 day per week in office (normally 2 days a week).
Benefits
* £45,000 – £60,000 base salary (dependent on experience).
* Private health insurance, life insurance, flexible stipend, mental health coaching.
* Matched pension contribution up to 10%.
* Peer micro‑bonuses through Bonusly.
* £1,000 learning budget each year and unlimited professional development leave.
* Peer‑led brown‑bag lunch sessions and an annual Learning Festival.
* 25 days holiday leave + an extra day each year if you use it all; extra days after 3 & 5 years.
* 4 weeks paid holiday during the 5th year; 26 weeks leave for new parents.
* Volunteering leave and birthday off.
About FundApps
Our Client Services team is made up of over 20 professionals specialising in Implementation, Client Success, and Client Experience, based across London, New York, and Singapore.
If you’re looking for a workplace where you can just be yourself, you’re in the right place.
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