Senior Customer Success Manager

3 weeks ago

London, Greater London, United Kingdom Landytech Full time

Landytech is committed to revolutionizing the way investment managers, asset owners, and advisors access vital asset information. Utilizing Sesame, a premier investment reporting platform, we empower clients across more than 15 countries to make informed investment choices and deliver insights effectively.

As we experience rapid expansion, this is an exciting opportunity to join our dynamic team, having recently secured $12M in Series B funding. From our humble beginnings with two co-founders, we have grown to over 115 employees in just four years, with offices in key locations. At Landytech, we value diversity as a core strength, with a team representing over 15 nationalities and speaking 14 different languages.

Team & Role Overview

The Senior Customer Success Manager / Financial Analyst role is a pivotal hands-on technical position that involves assisting clients in navigating our platform, guiding them throughout their journey, and helping them achieve their goals. This position necessitates a robust understanding of investment products coupled with technical expertise, enabling clients to maximize the benefits of our Sesame platform. As part of a newly formed and growing team, the individual in this role will have the chance to make a meaningful impact and establish a framework for client satisfaction.

Key Responsibilities

  • Facilitating the successful onboarding of new clients while nurturing relationships with existing clients
  • Comprehending investment products and effectively conveying performance and analytics related to various offerings
  • Identifying platform challenges and collaborating with relevant technical teams to devise solutions
  • Leveraging client feedback to enhance product utilization and improve overall customer experience
  • Engaging with clients to uncover new partnership opportunities

Qualifications & Skills

  • 4-7 years of experience in technical analysis of financial products or consultative account management
  • Bachelor's degree in Business, Finance, Economics, Accounting, or a related discipline
  • Strong proficiency in Excel and financial analysis
  • Experience in wealth or asset management or consulting for financial services-related businesses
  • Proven project management, retention, and cross-selling capabilities
  • Exceptional relationship-building and influencing skills
  • Fluency in English; knowledge of any additional European language is advantageous

Benefits Offered

  • Opportunity to work in a rapidly growing fintech company that is transforming investment reporting
  • Hybrid work model with options for remote work
  • Competitive salary along with stock options
  • Comprehensive private medical insurance, pension plan, cycle to work scheme, and gym allowance
  • Office provisions including food, beverages, and regular social events

If you believe you possess the right qualifications, we look forward to reviewing your application.

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