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Your role As a Sales Executive, you'll be a key part of our BMW team-representing onebyter of the most iconic brands in the industry and backed by leaders who are invested in your success. No matter your background, we'll give you the tools, training, and support you need to thrive. From day one, you'll be empowered to grow your skills, deliver exceptional experiences, and drive your career forward. You'll have the opportunity to be involved with: Creating great experiences for our customers, from the moment they make initial contact; to helping them discover their perfect vehicle; to the day they drive away their highly anticipated new car Building your knowledge and expertise on our products and services, ensuring you build a genuine passion for the brand and are motivated to represent it with pride and excellence Becoming a true champion of the sales process, driving forwards all new and used car רגבלת leads, whilst building a rapport with the customer to convert appointments into sales and ensuring all leads are maximised Delivering not just a new car but a complete, unique package to help your customers make the most of their purchase, upselling on accessories, extended warranty and finance手机版官网 Meeting the required standards for providing fair financial advice and services to our customers, adhering to FCA regulations Your profile A collaborative team player, who is open to new ideas and appreciates the difference that each person makes Committed to taking personal ownership and treating our customers fairly, continuously learning to Heming to build your level of knowledge to be able to work in a regulated environment Has a passion for our industry, the people who work in it and the people we serve Be driven to exceed expectations and consistently achieve fantastic results Confident and experienced with computer systems, and a full UK driving licence - you'll have the opportunity to drive a huge range of thrilling vehicles Rewards Enjoy 33 days annual leave (including bank holidays), giving you more time to relax, recharge, and do what you love Celebrate your special day with an extra day off on your birthday Our industry-leading Family Leave Policies ensure you're supported when it matters most Access a new car through our Salary Sacrifice scheme and enjoy a smarter way to drive Take a paid day to volunteer and give back to a cause close to your heart We believe in recognising dedication and loyalty, that's why we celebrate long service milestone anniversaries Unlock your potential with tailored training and endless career growth opportunities Commute for less with our cycle to work scheme Access high street discounts to make the everyday a little more rewarding Know someone perfect for Lithia UK? Earn rewards through our internal referral scheme Create a job alert and receive personalised job recommendations straight to your inbox.

Job Details: Customer Success Manager, German Speaking Vacancy Name: Customer Success Manager, German Speaking Employment Type: Permanent Location: UK - Remote Customer Success Manager - UK based (German Speaking) Summary As a Customer Success Manager at Smart Communications, you will act as a trusted strategic advisor, building and maintaining strong relationships with enterprise clients to drive long term success. Your primary goal will be to foster customer retention and growth, maximise ROI, and encourage advocacy through effective engagement strategies. The ideal candidate will possess a blend of strategic vision and tactical execution, leveraging a deep understanding of client needs to promote product adoption, reduce risks, and identify opportunities for continuous improvement. You will play a critical role in enhancing renewal predictability, boosting gross retention, and optimising utilisation. Your efforts will contribute to shaping a customer focused engagement model that delivers measurable business outcomes and lasting impact. About Smart Communications Smart Communications is the trusted choice for regulated enterprises looking to modernise complex processes and connect with customers in the moments that matter most. Our Conversation Cloud platform powers frictionless, compliant, digital first experiences through omnichannel communications, intelligent data capture, and secure digital archival. More than 650 enterprises worldwide-including Zurich Insurance, Priority Health, The Pacific Financial Group, and The Bancorp-rely on Smart Communications to reduce compliance risk, boost operational efficiency, lower costs, and fast track digital transformation that fuels business growth and elevates the customer experience. With more than 30 pre built connectors, Smart Communications' cloud native platform integrates effortlessly with the world's most trusted enterprise systems including Salesforce, Guidewire, Duck Creek, OneSpan, and Pega, enabling more than 60 billion mission critical customer conversations globally, and driving faster time to value. Who are you? You are a dedicated customer advocate with a strong passion for delivering exceptional experiences. You excel in balancing multiple priorities, skillfully forecasting renewals, and anticipating your customers' future needs. Your relationship management expertise enables you to proactively address customer challenges and elevate concerns when necessary, while ensuring a seamless, best in class experience. Your ability to nurture and strengthen customer partnerships makes you an invaluable asset to our team, driving long term success and customer satisfaction. The responsibilities of the role include: Cultivate and sustain strong relationships with assigned enterprise customers to drive satisfaction, loyalty, and retention. Own renewal processes, ensuring effective forecasting and proactive strategies to retain and expand customer accounts. Monitor and report on the health of customer relationships, identifying risk factors and addressing concerns to ensure long term success. Develop and implement strategies to increase Smart Communications' presence within existing accounts, identifying opportunities for growth. Advocate for product adoption, driving the usage of key features and promoting best practices to maximise customer value. Maintain up to date knowledge of product features and relevant use cases to provide informed and effective customer support. Proactively manage at risk customers, offering regular updates and escalating issues when needed to mitigate potential churn. Navigate complex, ambiguous situations independently, prioritising tasks and executing effectively in a fast paced, dynamic environment. Build strong executive and technical relationships by understanding customers' business challenges and aligning solutions with their goals. Collaborate seamlessly with internal teams, contributing to a high performance, growth oriented culture. Take ownership of projects with minimal supervision, deliver results and drive impactful outcomes across complex initiatives. Demonstrated ability to influence enterprise level customers and executive stakeholders, fostering trust and alignment to drive business results. PERFORMANCE INDICATORS Customer renewal rates and logo retention Renewal forecasting and opportunity management Product adoption and utilisation Proactive customer engagement including Success Plans and delivering Business Reviews What we're looking for: Must have skills/experience: 3+ years of experience as a Customer Success Manager (CSM) or in a similar role, ideally within a Cloud/SaaS environment. Proven success in cultivating strong customer relationships, with a deep understanding of retention strategies and revenue growth. Demonstrated ability to influence enterprise customers and executive stakeholders, fostering strong relationships that drive business outcomes. Exceptional presentation skills, with the ability to effectively engage and communicate with stakeholders at all levels within an organisation. Strong verbal and written communication skills, both in English and German, capable of clearly conveying ideas and influencing key decision makers. Excellent interpersonal abilities, with the confidence to advocate for customers and influence stakeholders effectively. Familiarity with the CCM (Customer Communications Management) industry, particularly within core verticals such as Insurance, Healthcare, and Financial Services. Proficient in Salesforce, BI tools, and the full suite of MS Office products. Track record of consistently meeting or exceeding quarterly and annual renewal and customer satisfaction metrics. Core Competencies: Analytical Skills: Proven ability to analyse complex situations, quickly identifying critical issues and providing innovative, actionable insights that drive impactful decisions. Organisational Skills: Exceptional at time management, with a talent for prioritising tasks effectively while thinking creatively to plan for future needs and opportunities. Planning and Execution: Skilled in monitoring progress, thinking outside the box to overcome challenges, and taking decisive action to meet deadlines and achieve goals. Proactive Approach: Leverages both intuition and data to anticipate emerging situations, responding swiftly with creative solutions to ensure success. Collaboration: Strong ability to build trust and foster teamwork across departments, encouraging diverse perspectives and innovative solutions to drive shared success. Technical Proficiency: Deep product knowledge and understanding of customer use cases, enabling creative problem solving and the delivery of customised solutions that go beyond conventional approaches. Adaptability: Able to maintain consistent performance under uncertainty and pressure, using out of the box thinking to pivot when necessary and sustain high standards. Effective Communication: Skilled in adapting communication styles to positively influence stakeholders, employing creative strategies to facilitate agreement among diverse interests and perspectives. Candidates should be prepared to travel to customer sites approximately 20% of the time. We look for the following SMART values in everyone we hire at Smart Communications: S Peak Openly - We are positive, creative, helpful, kind and we have fun. We listen and provide constructive feedback. Through meaningful conversations we encourage each other to be the best that we can be. We're not complainers we're problem solvers. M Make a Difference - We focus on the things that matter and prioritise the things that have the greatest impact. We celebrate success and hold ourselves accountable for our choices. We don't sit on the sidelines. A Gile & Flexible - We are focused on evolving, improving and growing. We think differently and challenge the status quo with open minds. We ask 'why?' so that we can help remove complexity. We don't allow hurdles to get in our way. R Results Focused - We get stuff done by being efficient, working at pace and paying attention to detail. We focus on finding solutions and fixing things. We don't believe in being busy for the sake of being busy, we focus on productivity. T Teamwork - We are stronger and better together. We collaborate, trust and support each other to deliver results for our company and our customers. We don't want anyone to feel disengaged, we're in this together! What's the deal? We will provide you with the tools, equipment and support to give you the best possible chance of success and over achieving your goals. Salary will depend on your experience and will be highly competitive. In addition to a friendly and fun working environment, we provide a range of other benefits, including extensive health insurance, income protection, life assurance, subsidised gym membership, leisure travel insurance, pension contribution and a Cycle2Work scheme, as well as 25 days' holiday allowance. Located in Covent Garden, our offices are comfortable, flexible, and are always stocked with free beverages and fresh fruit. This role is remote. So, if we interest you, please let us know by applying for this position and tell us all about yourself. Please note: we only consider applicants with current legal right to work in the countries in which our positions are based . click apply for full job details

Overview Client Service Executive, Institutional - UK - 850 London, United Kingdom Job Description Business Area: Client Group Location: London Reporting to: Head of Institutional Client Service EMEA Job title: Institutional Client Executive Who we're looking for We are seeking a Client Executive who is passionate about delivering excellent service to our institutional clients. You will support clients by responding to a variety of queries and requests, ranging from portfolio and performance information to legal and compliance matters, with guidance from more experienced colleagues where needed. In this role, you will help to strengthen client relationships aligning with sales teams to help drive commercial success. Acting as the 'Voice of the Client', you will ensure client needs and requirements are understood and communicated effectively across the business. You will deliver high quality servicing, addressing queries promptly and working collaboratively with internal teams to create a seamless and positive client experience. For this role fluency in English is required, as well as knowledge of an additional European language (such as German, or Italian) also necessary. About Schroders We are a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 5,000 people across six continents. We've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The location Our headquarters are located in the City of London, at the heart of the UK's financial centre. Client Group is a global division and the EMEA Client Service London's hub is in close proximity to key stakeholders (e.g. operations, legal, compliance) and is well placed to effectively deliver first class client service to our European client base and support Schroders European Sales teams. The team The London based EMEA hub is a team of Client Service representatives split across two teams (Institutional and Intermediary) both reporting to the Head of Client Service (UK & EMEA). This role will be focused on Institutional clients. What you'll do Act as a trusted point of contact for institutional clients, providing clear, accurate, and timely information, and assisting with the management of enquiries and service requests to help deliver effective resolution and support client satisfaction. Work collaboratively with internal teams to gather and share client requirements and contribute ideas for improving key client-facing processes. Help monitor and record activities related to errors, omissions, and complaints, ensuring accurate documentation and timely escalation in line with policies, while learning best practices to help minimise errors. Develop and maintain positive working relationships with the global onboarding team to stay informed about client onboarding progress and processes. With guidance, from time to time, you may be required to be involved with the on/offboarding processes for segregated mandates, supporting key stakeholders as required. Support the accurate documentation and execution of side letters, amendments, and bespoke clauses within client legal agreements, following established procedures and seeking guidance when needed. Help deliver timely client communications regarding updates, regulatory notices, and other important information, ensuring content is clear and relevant. Work closely with operations and reporting teams to help co-ordinate reporting requirements for new and existing clients, supporting the delivery of high-quality information. Collaborate with Operations and other business areas to support ongoing improvements in service delivery and help maximise value for clients. Assist in planning, coordinating, and supporting client due diligence meetings, representing Schroders and its operations in a knowledgeable and professional manner, with guidance where needed. Gather and provide information to help clients with their ad hoc requests, ensuring they are responded to efficiently and professionally. Desirable knowledge and experience requirements Experience: Ideally, you have around 1-2 years' experience in client servicing, relationship management, or a similar role within asset management or financial services, with some exposure to European institutional clients being an advantage. Industry Awareness: You have a basic understanding of asset management products and services (such as funds, mandates, and alternative investments) and are eager to learn more about the needs of institutional clients, such as pension funds and insurers. Regulatory Awareness: You are familiar with, or keen to develop your knowledge of key regulatory frameworks in Europe (for example, MiFID II, UCITS, AIFMD, SFDR) and local market practices. Client Servicing Excellence: You have some experience of providing a high standard of service to clients and supporting client relationships, acting as a reliable point of contact and responding to queries professionally. Cross-Functional Collaboration: You have worked with, or are comfortable working with, colleagues in areas like sales, investments, operations, legal, risk or compliance to help resolve client queries and support solutions. Problem-Solving: You are confident analysing information and contributing to the resolution of client queries or requests, seeking support from more experienced colleagues where appropriate. Communication Skills: You communicate clearly, both verbally and in writing, and are able to present information in a way that can be understood by a range of stakeholders. Knowledge of Custody and Settlement: You are aware of the basics of custody operations, trade settlement, and fund administration processes, and are open to developing your knowledge further in these areas. Technical Proficiency: You are comfortable using CRM and reporting systems and Microsoft Office tools such as Excel and PowerPoint. Language Skills: Fluency in English is required. Knowledge of an additional European language (such as German, or Italian) required. Client Centricity: You are committed to providing a positive experience for clients from diverse backgrounds and are motivated by helping others. Cultural Awareness: You demonstrate respect for different cultures and are interested in learning about business practices across European markets to support effective client engagement. What you'll be like Take Ownership and Deliver: You approach challenges positively and take responsibility for supporting good client outcomes. You are committed, reliable, and follow through on your tasks with care and attention. Collaborative Partner: You value working with colleagues and are eager to build positive relationships across teams. You work openly with others to overcome challenges and contribute to solutions. Innovative and Curious: You're interested in finding better ways to do things and are open to learning. You bring fresh ideas to simplify tasks and support improvements for both clients and the business. Inspiring Colleague: You contribute to the firm's values and culture by setting a good example. You appreciate your colleagues' strengths and encourage a supportive, positive team environment. Client Centric and Future-Focused: You focus on understanding and meeting clients' needs, with careful attention to detail and quality in your work. You're open to learning about industry changes and adapting when required to help provide a great service. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics. About Us We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. Job Info Job Identification 549 Job Category Sales Posting Date 09/29/2025, 12:08 PM Locations 1 London Wall Place, London, EC2Y 5AU, GB

Posting Type: Hybrid Job Overview The Customer Success Management Team supports our customers in meeting their goals using the Relativity suite of products. The team plays a crucial role in ensuring the success of our accounts by driving product adoption, providing strategic guidance, and fostering strong relationships with our customers. As an EMEA Customer Success Manager you will develop trusted advisor relationships to drive success with our customers across Europe, Middle East and Africa. You will consult with customers to align on ROI opportunities and utilisation blockers. You will coordinate with teams across the business to achieve these goals and create cross organisational clarity on progress, outcomes, and challenges while advocating for shared value. Goals might include introducing and implementing new features, expanding to new geographies or use cases, increasing efficiency with new workflows, orchestrating meaningful multi threaded engagement between the customer and Relativity. Job Description and Requirements Your Role in Action Drive Customer Success Develop trusted advisor relationships with our EMEA accounts to understand their goals and align them with the value proposition of our Relativity suite of products. Consult with each account on return on investment (ROI) opportunities and utilisation blockers, and collaboratively build success plans to ensure their desired outcomes are achieved. Coordinate with cross functional teams to execute the Success Plans, monitor progress, and address any challenges. Conduct Annual Business Reviews to align account and company leadership on achieved and targeted ROI. Create Shared Value Understand the return on investment (ROI) your accounts expect to receive from their Relativity One subscription and, in collaboration with the assigned Account Executive, build Success Plans to ensure this ROI is achieved. Identify and record "Verified Outcomes" (wins) when ROI is confirmed by the account. Act as the voice of the customer within the company, providing feedback and insights to foster a culture of customer success. Regularly analyse customer usage and account health to mitigate renewal risks, reduce product churn, and identify upsell opportunities. Orchestrate Across Departments Project manage complex plans, such as onboarding new products across geographies. Engage accounts with Relativity subject matter experts and executives to address concerns and build deep, multi threaded engagements. Your Skills 4+ years of customer facing support in the Legal Data Intelligence industry. Expertise managing accounts in a customer facing role. Experience in the software technology sector. Ability to address tactical issues while maintaining a long term strategic vision. Excellent business writing and presentation skills. Strong team player with the ability to thrive in a collaborative environment. Ability to actively listen to customers, identify pain points in their business processes, and provide effective solutions. Benefit Highlights Comprehensive health, dental, and vision plans Parental leave for primary and secondary caregivers Two, week long company breaks per year Additional time off Long term incentive program Training investment program Flexible work arrangements Winter break (office closed from Christmas through New Year's Day) 401k matching Paid parental leave All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Suggested Skills Account Management, Active Listening, Communication, Customer Relationships, Customer Success, Empathy, Relationship Management, Retention Strategies, Sales, Training Delivery What Relativity Has to Offer Relativity's software helps users organize data and quickly identify key issues during litigation, internal investigations, and compliance projects.

YOUR ROLE You will act as the primary point of contact for clients on digital analytics, tracking, and taxonomy management. Your expertise will help clients leverage their data, drive marketing effectiveness, and ensure consistent, high-quality measurement across web, CRM, and media platforms. You will translate business needs into actionable solutions, ensuring data accuracy, consistency, and strict adherence to data privacy regulations and best practices. Key Responsibilities Consult with clients to understand their business objectives and translate these into analytics strategies and technical requirements. Design, implement, and maintain tracking solutions, with a primary focus on Google Tag Manager (GTM) and Google Analytics, as well as supporting other platforms as needed. Develop, document, and enforce campaign naming conventions, tagging standards, and taxonomies to ensure clean, consistent, actionable data. Ensure all data collection and analytics implementations comply with data privacy regulations (GDPR, PECR) and industry best practices; advise on privacy-by-design and consent management. Conduct rigorous QA, validation, and troubleshooting of analytics implementations to guarantee data accuracy and completeness. Create clear technical documentation and client-facing presentations; communicate complex concepts to both technical and non-technical audiences. Collaborate with internal teams-including strategy, media, web development, and CRM-to align analytics solutions with broader business objectives. Stay up-to-date with analytics trends, platform updates, and privacy regulations, adapting solutions as needed. YOUR SKILLS AND EXPERIENCE Tag Management: Advanced experience with platforms such as Google Tag Manager (GTM), Tealium, and Ensighten. Analytics Platforms: Skilled in Google Analytics GA4, Adobe Analytics, and Amplitude for web and app measurement. Mobile & Attribution: Familiarity with mobile measurement partners like AppsFlyer, Adjust, and Branch. Customer Data Platforms (CDPs): Understanding of CDPs such as Salesforce Marketing Cloud, Segment, or ActionIQ. Taxonomy & Data Governance: Experience developing and maintaining taxonomies, with exposure to tools like Claravine. Consent & Privacy: Working knowledge of consent management solutions (e.g., OneTrust, TrustArc, Cookiebot) and data privacy compliance. Media & Ad Tech: Exposure to campaign tracking integrations with platforms like Facebook Ads Manager, Google Ads, and DV360. Reporting & Automation: Proficiency in data visualization tools (Google Data Studio, Tableau, Power BI) and scripting (JavaScript, Python) for analytics automation is a plus. Data Clean Rooms: Experience leveraging data clean rooms effectively (Live Ramp, InfoSum) is a plus. General: Strong problem-solving, documentation, and stakeholder communication skills; ability to deliver technical solutions and insights to varied audiences. 7+ years' experience in analytics, digital marketing technology, or related roles.

Why Harvey At Harvey, we're transforming how legal and professional services operate - not incrementally, but end-to-end. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we're reshaping how critical knowledge work gets done for decades to come. This is a rare chance to help build a generational company at a true inflection point. With 700+ customers in 58+ countries, strong product-market fit, and world-class investor support, we're scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth - personal, professional, and financial - is unmatched. Our team is sharp, motivated, and deeply committed to the mission. We move fast, operate with intensity, and take real ownership of the problems we tackle - from early thinking to long-term outcomes. We stay close to our customers - from leadership to engineers - and work together to solve real problems with urgency and care. If you thrive in ambiguity, push for excellence, and want to help shape the future of work alongside others who raise the bar, we invite you to build with us. At Harvey, the future of professional services is being written today - and we're just getting started. Role Overview As an Enterprise Customer Success Manager at Harvey, you will own value realization for customers, helping to define the future of legal work at top enterprises and leading law firms. You'll act as a trusted expert and guide customers through the process of integrating AI into the daily workflows of lawyers and other professionals. You will not only help customers to identify use cases for Harvey, but also help transform the practice of law. You'll deeply integrate Harvey into your customers' business processes and workflows, build lasting relationships, and partner with Account Executives to renew and expand Harvey's strategic partnerships. What You'll Do Onboarding: Integrate Harvey into customer workflows, guide administrators with data-backed best practices, ensure optimal use of our AI solutions. Training & Enablement: Champion the power of Harvey as you meet with end users and position Harvey as essential to strategic legal work. Relationships: Navigate complex organizations as the primary contact, foster champions, engage executive buyers, and build loyal Harvey advocates. Success Metrics: Align with customers on adoption rates, measurable value, and positive AI experiences to ensure customer value realization and ROI. Expansion and Renewal: Collaborate with Account Executives to maintain customer renewal readiness and leverage customer needs to drive expansions. Product Feedback: Represent customer needs internally and relay insights back to Product and Engineering, continuously improving the Harvey platform. What You Have Ideal candidates for the Enterprise CSM role at Harvey can demonstrate comfort and experience with the following qualifications: 3-4+ years in customer-owning roles at tech or SaaS platforms Adapting seamlessly in the face of high-speed change and growth Strategic planning, revenue-based prioritization Managing customer-facing projects and timelines Running in-person meetings w/ executives Mapping an organization and influencing stakeholders Driving key customer metrics and outcomes Owning a revenue, expansion, and renewal target Demonstrating a strong point of view and proactive self-management Working cross-functionally with Product and Sales teams Please find our UK applicant privacy notice here. Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing .

Senior Funding Operations Officer (12 Month FTC) The Senior Funding Operations Officer is a key role in the Finance and Funding Operations team, that provides operational and financial support across the organisation. The role is responsible for: Grant and contract management activities, ensuring all grants and contracts are progressed appropriately and systems are kept up to date Liaising with teams, both inside the organisation and externally, to ensure the smooth running of grant processes Managing complex operational administrative issues Assuming joint responsibility with the rest of the Finance and Operations team for: maintaining the accuracy and integrity of the grants management system; preventing fraud; providing cover for absent colleagues when required; and performing any other tasks as may reasonably be required for the team to operate effectively. Key Responsibilities Grants management (for Impact on Urban Health, NHS Charities and Special fund grants) Managing the process of ensuring ongoing grant requirements (such as reports and milestones) are met, including producing monthly reports of outstanding requirements, supporting Funding Operations Officers with requesting conditions/reports and following up on these requests when not received, and liaising with internal grant managers regarding persistent issues. Managing the post-award workflow for grants, including production of grant documentation and working with grant managers to establish payment and reporting schedules and updating grant management systems. Carrying out due diligence checks on grant applicants. Producing and actioning reports to ensure that grant records are accurate and properly reflect the stage each grant has reached, in particular, ensuring grants are closed appropriately and any outstanding funds are written back to enable further grant funding. Provide assistance to the Funding Operations Officers with queries regarding post-award processes. Support grant managers with the monitoring of complex grants and portfolios, ensuring compliance with terms and conditions. Ensuring clear audit trail of approval of awards and conditions to ensure efficient execution of grant agreements and payment of grant instalments. Reviewing investment papers for Impact on Urban Health projects Processing of all charitable spend ensuring compliance with grant agreements Contract management Carrying out due diligence checks on new contractors. Maintaining appropriate records in relation to service contracts, including adding and updating contract records on internal systems. Processing of all charitable spend ensuring compliance with signed contracts Special purpose fund management Supporting communications with fund holders, including writing and distributing newsletters, and drafting key messages as required. Providing assistance to Funding Operations Officers with complex queries and management of spending commitments and related invoices. Managing queries from Guy's and St Thomas' NHS Foundation Trust Finance staff and fundholders in relation to invoice payments. Authorisation of Special Purpose Fund expense claims and invoices in absence of Funding Operations Manager. General Providing cover for the Funding Operations Manager, as appropriate. Deputising for the Funding Operations Manager at Executive Investment Committee meetings to contribute to the Funding Operations perspective on discussions about grant applications, due diligences and awards. Assist with the development of Salesforce, new or improved processes, and new ways of working through user testing and development of guidance. Ensure grants and contract records are accurately maintained. Creating and maintaining reports to support effective management of grants and contracts Provide absence cover for other Funding Operations team members as agreed from time-to-time. Support induction of new colleagues across the Foundation, and development and dissemination of guidance. Liaising with Guy's & St Thomas' NHS Foundation Trust finance staff to ensure all charitable payments for the Trust are made in an accurate and timely way and provide regular updates and reports regarding payments due and invoices received. The post holder will be working in a developing environment and will therefore be expected to undertake other appropriate duties as required for the effective operation of the Foundation. Role responsibilities are not exhaustive, and you would be reasonably expected to take on wider tasks that are commensurate with the level of your role. Skills, Knowledge and Expertise Skills, abilities, and attributes : Self-starter who is adaptable, works with integrity, and exhibits the Foundation's enterprising, collaborative, inclusive and delivery-minded cultural and behavioural values. Willing to learn and develop new skills, and help to develop the knowledge and skills of peers. Committed to the principle of continuous improvement, with careful attention to detail and due process. Committed to delivering consistent and high-quality customer service to both internal and external stakeholders. Good interpersonal skills and able to effectively liaise with both internal and external communities. Confident in communicating well, both in writing and verbally, and exhibits listening and influencing skills. Problem solving skills, able to use initiative and actively seeks pragmatic solutions. Good planning and organisational skills, able to work to multiple prioritised tasks, targets and deadlines, with careful attention to detail. Team player, with an ability to support effective working relationships. A self-sufficient individual, who enjoys the challenge of working with multiple stakeholders and complex systems Knowledge, experience, and qualifications: Familiarity with grant making and grant management processes. Familiarity with financial concepts around invoicing and grant payments. Able to communicate effectively with others, both verbally and in writing, especially when explaining process. Experience of grants administration. Experience in financial reconciliations Regular use of database/CRM systems, finance systems and grants management systems. Experience using the Microsoft Office suite. Desirable Familiarity with Salesforce or other grant management systems. Some familiarity with health/social care/voluntary sector technical language and organisations. Understanding of contract and supplier management. Experience working within the charity sector. Report development and data analysis skills Up to 12% employer pension contributions Annual health and wellbeing personal allowance Enhanced maternity, paternity, and parental leave pay accessible without length of service requirements. Health and wellbeing programme that offers optional free yearly health check-ups. Support for healthy eating via fruit bowls and onsite lunch facilities. Agile working, flexible hours, and supportive IT kit. Shower facilities and bike lock area. Generous annual leave (27 days + bank holidays) Subsidies for glasses Employee Assistance Programme Apply now Thanks for your interest in working with us. We're working hard to ensure we recruit great people and minimise unconscious bias in our selection process. To support this, we use the Pinpoint platform, which anonymises applicants. Not quite right? Register your interest to be notified of any roles that come along that meet your criteria. As part of our team, you will work alongside talented people from a real mix of personal and professional backgrounds, in an environment where different perspectives and lived experience are valued and respected.

Serve as the primary strategic contact for assigned customers - build deep relationships with revenue leaders, revenue operations, and sales power users. Translate executive-level objectives into concrete Glyphic workflows and success plans that deliver measurable business outcomes. Drive adoption and value realization: create and execute prescriptive onboarding and rollout plans that accelerate time-to-value and user engagement. Monitor account health using product usage and performance data; surface risks early and run remediation and success plays to protect customers and ARR (Annual Recurring Revenue). Lead the end-to-end renewal process, partnering cross-functionally with Sales and Legal to ensure a smooth renewal, maximize retention, and capture expansion opportunities. Own quarterly and annual metrics tied to retention and expansion - and contribute directly to team revenue targets. Generate customer advocacy: identify reference customers, develop case studies, collect testimonial quotes, and feed customer feedback into product and roadmap discussions. Act as a voice of the customer internally - influence Product and Engineering priorities with clear, customer-backed requests and use cases. Your profile 2+ years of relevant Customer Success, Account Management, or Customer Operations experience, preferably in B2B SaaS or enterprise software. Demonstrated experience driving renewals and expansion in mid-market or enterprise accounts. Comfortable using data and product/usage analytics to craft a persuasive ROI narrative and make recommendations that move customers toward measurable outcomes. Proven ability to build and run detailed onboarding, change management, and adoption plans that reduce time-to-value and increase customer satisfaction. Strong written and verbal communication skills; able to present clearly to executives and operational teams. Highly organized, resourceful, and able to manage multiple complex projects with little oversight. A bias for action: you thrive in fast-paced, ambiguous environments and take ownership of outcomes end-to-end. Comfortable giving and receiving feedback and working closely across Sales, Product, and Engineering to deliver for customers. Why us? Customer obsession and a relentless focus on measurable impact. Team players who raise the bar and help scale processes and best practices. Creative problem-solvers who can turn imperfect information into clear plans and results. Market-competitive total compensation package with equity (stock options). Medical, dental, and vision insurance. Flexible, unlimited vacation policy. Collaborative, inclusive culture that values growth, learning, and excellence. Glyphic is an AI-powered conversation intelligence platform that transforms how sales teams work. We're on a mission to free sales professionals from tedious tasks and unlock the hidden insights in every conversation, empowering teams to build stronger relationships and close more deals. Backed by leading venture capital investors, we're building the future of sales intelligence.

At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies 5+ years of experience working in banking or financial services industries Prior experience in client-facing role required, including Customer Success Manager, Consultant, Banking Relationship Manager, Bank Lender or Sales Specialist position Understanding of Banking industry e.g. regulation, origination and risk practices (Credit Modelling & Assessment, Credit Portfolio Management (Risk and CPM), Stress Testing and Impairments Modelling and Governance, Regulatory requirements (Basel CRD IV/V, Solvency 2, IFRS 9, ECB and EBA guidelines) highly desirable Ability to build relationships at all levels with clients/prospects and the internal organisation Demonstrate ability to work in a collaborative team environment and work independently when needed Have a good understanding of product-related requirements, analysis, methodologies and software industry Excellent written & verbal communication skills and presentation skills Self-starter willing to roll up sleeves to create required content or make necessary viable customised offerings for customers Position normally requires approximately 20% travel in Europe and Africa for client meetings Additional language skills desirable (French) Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency. Interest in exploring AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use Education Undergraduate (e.g., Bachelor's degree) required, Graduate/second-level degree preferred Responsibilities This role requires a strong understanding of bank workflows and use cases including lending, regulatory and/or risk practices, as well as compliance and data insights. It is expected that this person will have the ability to establish a customer journey roadmap that clearly articulates near-term and long-term customer needs from the customer's perspective, including clear ROI benefits. A successful candidate will define customer engagement strategies by relating their industry and product knowledge to the customers' critical priorities, and be able to communicate the value of our offering through demos and solution discussions. Customer Knowledge Gather information on customer use of Moody's solutions including Risk & Finance, Lending and Regulatory solutions as well as KYC and Data solutions and communicate to internal partners (product, research, sales, advisory services and client support) to build engagement strategy Proactively and effectively conduct discovery and understand the client's objectives and priorities Anticipate customer needs by offering new insights and ongoing engagement with direction Identify best practices around solution application to solve customer problems based on jobs to be done (different user needs) Develop and manage engagement plan to deepen interactions with each customer, resulting in stronger use of our products Partner with Sales to proactively manage client engagement to drive account loyalty including, maintaining health scores to reflect risk assessments and forecast full year churn rates Learn and share industry best practices with stakeholder groups Solution Communication, Feedback & Relationship Management Partner closely with an internal stakeholder team across Sales and the business domain to support the customer journey across user adoption and executive engagement Strong communicator who can translate business needs and demonstrate solution value Channel customer feedback to Moody's development teams Partner with Product and Research to communicate new product developments to customers Marketing Collateral and Events Coordinate development of case studies, success stories and other collateral to highlight the benefits of our solutions externally and internally Lead preparation and delivery of summits, user groups and webinars Advocate for customer community-building events About the team Customer Success Management is critical to our short-term and long-term profitability as an organisation. We are successful when our clients realise continued value from our solutions and services. Customer Success Managers will measure achievement by increased customer adoption, reduced client turnover and meaningful customer engagement, including expanded organisational relationships. The candidate will be able to understand the customer needs and relate them to our capabilities, identify new use cases and ensure clients obtain maximum value from our solutions. They should also be able to navigate customer organisational challenges to build support as well as to mobilise Moody's resources to address client needs in a coordinated way, as required. Through customer partnerships the Customer Success Manager will develop client references and source marketing content, organise client events and lead other community-building (customer) events. They will serve as the voice of the customer in development roadmap discussions and as a channel to the customer base for product communications. In the Banking group, we help financial institutions make important decisions about their business, particularly when they are providing loans, managing risk, or conducting financial planning for the future of their institution. We do this with our innovative software and reliable analytics, helping them understand how to do their job better through training, learning solutions and advisory services. We are a dedicated team of experts in technology and financial analytics who understand what our clients need. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.

# Customer Success ManagerLondon(Hybrid)Delivery and OperationsShield is a global startup, with offices in TLV, NYC, LDN, and LIS.We're rapidly growing and looking for another important piece of the puzzle.As a Customer Success Manager, you will act as a strategic advisor to Shield's customers, guiding them to achieve measurable business outcomes and maximize the value of the Shield platform. You will help customers translate compliance goals into real results - driving risk reduction, operational efficiency, and regulatory confidence.Your role includes sharing relevant product updates and best practices, capturing customer insights to inform Product and R&D, and ensuring every interaction strengthens trust and impact.This position is based in London and reports to the Director Delivery of Customer Success.Let's get down to business:What you'll do:In this key role, you will be the strategic owner of customer health and a trusted advisor to Shield's enterprise customers, ensuring they realize measurable value and long-term success with the platform. Champion the Customer Voice - Represent customer needs across Product, R&D, and Operations to maximize value and influence roadmap priorities. Own Customer Health - Monitor and communicate health metrics, proactively addressing risks to satisfaction, adoption, and renewal. Drive Renewals & Expansions - Lead the end-to-end process for straightforward renewals and identify expansion opportunities, partnering with Sales on complex deals to secure growth. Support & Escalation Visibility - Track and clearly reflect the status of critical support issues and escalations, ensuring customers and internal teams remain aligned on progress and resolution. Executive Engagement - Build trusted advisor relationships with decision makers, champions, and economic buyers, guiding them on best practices to manage risk and achieve compliance goals. Value Delivery - Lead Quarterly Business Reviews and customer training sessions focused on outcomes, renewal readiness, and expansion opportunities. Strategic Planning - Collaborate with internal teams and customer stakeholders to create a Mutual Success Plan with clear objectives, success metrics, and next steps. Product Expertise - Maintain a strong understanding of Shield's product and roadmap to guide customers on leveraging the most relevant features for their evolving requirements. Experience and skills: 5+ years of customer advocacy and engagement experience in an Enterprise SaaS customer success team working with Fortune 100 companies and their executives Owning a book of business of 4-6 Strategic customer accounts Increase customer satisfaction, adoption, and retention applying to a technical product A fast learner who is naturally curious and thrives in a fast paced and dynamic work environment Experience with the finance industry / Managed customers from the finance industry - AdvantageOh hey, you made it all the way here!So, in case you were wondering, Shield is how compliance teams in financial services can finally read between the lines to see what their employee communications are really saying. We are a post-Series B startup with some of the largest financial organizations in the world as investors and customers.Our platform analyzes digital interactions to fight financial crimes and mitigate a toxic workplace environment.Shielders listen more intently. Pay closer attention to the details. Make the extra effort. Care. It's what we do at Shield every day. And not just for our customers, but for everyone we work with. It's all about creating a world where people understand and trust each other.Shield is set to do good in the world, we help protect market integrity and people's financial assets.