Jobs · Customer Service · Rhode Island

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

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