Client Success Manager, Senior Associate - B2B SaaS Fintech

Landytech; London; Hybrid; GBP 40,000 - 80,000; Full time

Job description

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Landytech is on a mission to revolutionize the way that investment managers, asset owners and their advisors access asset information. Powered by Sesame, an industry-leading investment reporting platform, we are helping clients in over 15 countries make informed investment decisions and deliver insights faster.

The company is growing rapidly and it's an exciting time to join, having secured $12M in Series B funding in January 2023. In just four years, it has gone from two co-founders to a team of 115+ staff, with offices in London and Paris. At Landytech, we see diversity as our strength with a team from over 15 countries and 14 languages spoken.

Team & Role

The Client Success Manager, Senior Associate role is a critical hands-on technical role, helping customers get comfortable with our platform, navigating them on their journey, and getting them where they need to be. Having strong knowledge of investment products and systems skills, this role will help clients achieve their goals and objectives in utilizing our Sesame platform. This role is consultative in nature and central to our clients' success, and requires patience in order to deliver world-class service to a myriad of clients at different levels. As well, given accelerated product development, the person who joins will need to stay on top of new functionalities and apply them whether onboarding a new client or dealing with existing clients. In addition, understanding clients' use cases and needs for new technology or features will be important in the overall product development communication process.

What We Are Looking For

• Monitoring and ensuring the successful onboarding of new clients, from implementation to everyday use of the platform, liaising with the Implementations, Product and Data Teams along the way during the different phases, and being point of contact on the clients' side.
• In-depth understanding of investment products and being able to confidently speak about various products' performance and analytics on our Sesame platform.
• Identifying issues on the platform, inconsistencies or root causes for clients not being able to optimize our platform in the best possible way, and communicating these issues to the relevant technical departments for immediate solutions.
• Drawing conclusions from clients' feedback and use of the platform about utilization of our product and potential need for add-ons and other products for an even greater customer experience.
• Being part of a new and growing team, having the opportunity to make an impact and develop and maintain a customer satisfaction framework, setting up high standards.
• Actively engaging with the clients, identifying and championing for any new/partner opportunities.

Your Skills & Expertise

• You have 4-7 years of experience in doing technical analyses of financial products, or you have done consultative account management of financial products, with tech analysis.
• You have a Bachelor's degree in Business, Finance, Economics, Accounting or a related field.
• You are extremely strong in Excel and financial analyses.
• You have experience working in wealth/asset management or you have done consulting for FS related businesses.
• You can demonstrate strong project management, retention and cross-sell skills.
• You are a great listener and you anticipate clients' needs.
• You are excellent at building relationships and influencing key partner stakeholders.
• You are fluent/native in both English and French; any other European language is a plus.

Our Benefits

• An opportunity to work in a fast-growing fintech revolutionizing investment reporting.
• Hybrid style of work/WFH allowed depending on role.
• Competitive salary & stock options package.
• Private medical insurance with Bupa for you and your family members.
• Pension Plan with NEST.
• Cycle to Work Scheme and gym allowance.
• Office food & drinks, regular socials.

If this sounds like a match to you, we are looking forward to receiving your application!