Customer Success Manager
Atominvest · Providence, RI · 4 mo ago
On-siteCustomer Service$80k–$100k/yrFull-time
Role Overview
As a Customer Success Manager at Atominvest, you will own the end-to-end delivery of our platform for some of the world's most sophisticated alternative investment managers. You will be the primary relationship lead across complex, multi-stakeholder implementations — responsible for fast time-to-value, deep product adoption, and long-term account growth. This role sits at the heart of our commercial organisation, requiring someone equally comfortable in an Excel-heavy data migration and a C-suite business review. You will work closely with Product, Engineering, and Sales to ensure client outcomes are consistently delivered at the highest standard.
What You'll Be Doing
- Own the full client lifecycle: requirements gathering, configuration, data migration, UAT, training, go-live, and post-deployment success
- Lead structured implementation programmes for enterprise clients, managing complex timelines, dependencies, and senior stakeholder expectations
- Run discovery workshops and executive business reviews with both operational and C-level contacts
- Analyse client datasets, fund structures, and reporting workflows to design and configure optimal platform solutions
- Proactively manage risk and escalation — keeping implementations on track in fast-moving, regulated environments
- Partner with Product to manage change and operational risk during feature deployments — coordinating rollouts, communicating impact to clients, and ensuring new functionality lands smoothly within live production environments
- Act as the bridge between clients and the product roadmap — gathering structured feedback, influencing prioritisation, and owning the end-to-end delivery of new features to your client base
- Deliver consistently high-quality, responsive support, treating every client issue with urgency and ownership
- Identify and develop expansion opportunities by understanding clients' broader operating models and strategic goals
- Act as the voice of the client internally, contributing structured product feedback to Engineering and Product Requirements
Qualifications
- 3–6 years in a Customer Success, Implementation, or client-facing role within B2B SaaS — specifically serving financial services or asset management clients
- Solid working knowledge of private markets, fund structures and investor reporting
- Exceptional project management instincts — you track every dependency, own every deadline, and communicate proactively when things shift
- Highly analytical, with strong Excel skills and comfort working with complex client datasets
- Poled, precise communicator — written and verbal — with the confidence to challenge and guide senior stakeholders
- High professional standards and meticulous attention to detail; you notice what others miss
- Entrepreneurial mindset: you thrive with autonomy, move quickly, and bring solutions not problems
What We Offer
- Competitive compensation (fixed base salary + performance incentives)
- 25 days of holiday per year + bank holidays
- Hybrid working style (a minimum of 3 days in our central London office is required)
- Cycle2Work scheme
- Employee Assistance Programme (EAP) to support employee wellness
- A culture of trust, ownership, responsibility and autonomy in your work
- An incredible team of smart and mission-driven people to work with
- Fun working atmosphere
- Significant growth opportunities
- Company-wide socials and events
- Compensation Range: $80K - $100K