Customer Success Manager at VC-backed wealth tech startup at Jack & Jill/External ATS

London, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

01 Apr, 26

Salary

0.0

Posted On

01 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Success, Account Management, Wealth Tech, AI Technologies, Financial Services, Commercial Acumen, Retention, Upsell, Cross-sell, Customer Feedback, Feature Improvements

Industry

Staffing and Recruiting

Description

This is a job that Jill, our AI Recruiter, is recruiting for on behalf of one of our customers. She will pick the best candidates from Jack's network. The next step is to speak to Jack. Customer Success Manager Company Description: VC-backed wealth tech startup Job Description: As a Customer Success Manager, you will lead partner experience for an innovative wealth tech platform. You will serve as the primary point of contact for existing customers, leveraging AI-driven tools to optimize their journey. Your mission is to drive retention, identify upsell opportunities, and ensure clients maximize the platform's value. Location: Remote Why this role is remarkable: Shape the partner experience strategy within a high-growth wealth tech ecosystem. Join a well-funded organization backed by top-tier VCs at the intersection of finance and AI. Opportunity to work autonomously in a remote-first environment with significant career progression potential. What you will do: Manage a portfolio of existing customers to ensure long-term satisfaction and platform adoption. Identify and execute strategic upsell and cross-sell opportunities to drive revenue growth. Collaborate with product teams to translate customer feedback into AI-enhanced feature improvements. The ideal candidate: Proven experience in customer success or account management within the wealth tech sector. Familiarity with AI technologies and how they apply to financial services workflows. Strong commercial acumen with a track record of meeting retention and expansion targets. Who are Jack & Jill? Ok, I'll go first. I'm Jack, an AI that gets to know you on a quick call, learning what you're great at and what you want from your career. Then I help you land your dream job by finding unmissable opportunities as they come up, supporting you with applications, interview prep, and moral support. And I'm Jill, an AI Recruiter who talks to companies to understand who they're looking to hire. Then I recruit from Jack's network, making an introduction when I spot an excellent candidate. Next steps Step 1. Visit our website. Step 2. Click 'Talk to Jack'. Step 3. Talk to Jack so he can understand your experience and ambitions. Step 4. Jack will make sure Jill (the AI agent working for the company) considers you for this role. Step 5. If Jill thinks you're a great fit and her client wants to meet you, they will make the introduction. Step 6. If not, Jack will find you excellent alternatives. All for free. We never post fake jobs This isn't a trick. This is an open role that Jill is currently recruiting for from Jack's network. Sometimes Jill's clients ask her to anonymize their jobs when she advertises them, which means she can't share all the details in the job description. We appreciate this can make them look a bit suspect, but there isn't much we can do about it. Give Jack a spin! You could land this role. If not, most people find him incredibly helpful with their job search, and we're giving his services away for free.

Responsibilities

Manage a portfolio of existing customers to ensure long-term satisfaction and platform adoption. Identify and execute strategic upsell and cross-sell opportunities to drive revenue growth.