Trevose Partners

About the Client The Client is a fast-growing FinTech innovator transforming the landscape of capital markets. Their platform streamlines trading and post-trade workflows across Repo, Securities Finance, and Equity Derivatives, empowering financial institutions with cutting-edge technology and seamless integration. Role Overview The Client is seeking a dynamic and client-focused Client Success Manager to join their team. This role is pivotal in ensuring clients-ranging from global banks to hedge funds-derive maximum value from the platform. The successful candidate will act as the bridge between clients and internal teams, ensuring smooth onboarding, ongoing support, and long-term relationship success. Key Responsibilities Client & Trader Support: Serve as the first point of contact for client and trader queries, ensuring timely resolution and proactive communication. Client Onboarding & Integration: Lead the onboarding process for new clients, including platform configuration, user training, and integration with internal systems (e.g., OMS, EMS, back-office platforms). Relationship Management: Build and maintain strong, long-term relationships with key stakeholders across client organisations. Regularly engage clients to understand their evolving needs and ensure satisfaction. Cross-Functional Collaboration: Work closely with Product, Engineering, and Operations teams to relay client feedback, influence product development, and ensure delivery of client requirements. Client Advocacy: Champion the voice of the client internally, ensuring their needs are represented in product roadmaps and service enhancements. Ideal Candidate Profile Proven experience in a Customer Success , Client Services , or Operations role within a FinTech or Capital Markets environment. Alternatively, experience in a client-facing role at a bank, asset manager, or hedge fund , with exposure to Securities Finance , Repo , or Equity Derivatives . Strong understanding of front-to-back trade lifecycle and post-trade processes. Excellent communication, problem-solving, and relationship-building skills. Ability to thrive in a fast-paced, client-centric environment. Nice to Have Familiarity with FIX protocol, SWIFT messaging, or other financial integration standards. Experience with SaaS platforms or enterprise software in financial services.