The Client Service Manager (CSM) role is an exciting and developmental position for candidates with a sound knowledge of claims and/or insurance. Acting as a day-to-day conduit with aligned clients, supporting both the lead Client Account Manager (Partner) and designated technical lead lawyer, no one day is the same for our CSMs. From implementing new clients to providing access to our market leading systems, understanding management information (MI) requirements to presenting at a contractual performance review, delivering an on-site claims risk training session to analysing claims trends, the role is varied, important and valued. Helping to manage cross-class claims arrangements (EL, PL, Motor, Property, etc), our CSMs build strong relationships with not just our clients but also the wider insurance market, including global brokers, tier one and two insurers, MGAs and captive managers. Working with senior Partners / account managers within our business, those CSMs who are diligent, hard-working, talented and loyal, have a proven track record of developing within our business and with several having progressed to Associate and/or Partner level. Key Responsibilities Risk Analysis & Insight - Prepare and analyse client MI. Compile high level analysis of client claims experience / movement and share insights with the client Diary Management - responsibility of your own diary, ensuring timely delivery of client MI / reports, in accordance with specified SLA. Prioritise outstanding MI tasks and have the foresight to scope out a year's meetings with the client Client Care - Provide outstanding service to clients, be on-hand to answer queries. Lead claims review meeting itself and own / share 'next steps' / follow-up actions. Problem solve in order to achieve the best outcome for clients and the business. Teamwork - Support the Client Account Manager (CAM) with forecasting on volumes and/or reviewing adjustments. Work with the operation teams to identify process improvements, share client service expectations, address client service challenges and improve MI output Systems - Use of excel that enables the basics to be performed i.e. formulas, pivot tables. Use of the inhouse case management system for diarising, maintenance and policy management including renewal, new work-streams and new client set-up Personal Development - Take personal responsibility for your own development using the tools, training and support of the team Flexibility - Travel as and when required and as the role demands as per the requirements of the clients and the business Skills, Knowledge and Expertise A minimum of 5 years' combined experience working within the claims and/or legal and/or insurance industry Technically proficient in all core claim types that may form part of a clients' cross-class claims experience Experience of handling and/or managing those that handle motor and/or casualty claims Experience of handling and/or operationally managing a team responsible for casualty / liability claims Competent in the use of both Microsoft PowerPoint and Excel. Presentation skills - either previous experience or be able to show the confidence and competence to present to clients Have an understanding of case management systems Understanding of the claims and litigation process, including the MOJ, CPR and wider jurisdictional processes (i.e. PIAB for ROI) This really is an excellent opportunity to join a very supportive team with excellent training and visibility across our Corporate Division. We look forward to receiving your application. Benefits Davies Incentive Plan 25 days holiday per year which increases with level of service (opportunity to buy & sell 3 days) Family Cover Private Medical Insurance (Bupa) - will automatically be at single cover level but can opt into family option within first month of joining. Simply Health Care Cash Plan WeCare - 24/7 online GP, mental health support and virtual wellbeing covering a whole host of topics to do with health, mental health, wellbeing & healthy living and financial & legal wellbeing Death in Service Critical Illness Cover PHI/Income Protection (Private health insurance) Pension Contribution based 5% Employee / 3% Employer Employee Resource Groups Employee Volunteering Programme Cycle to Work Scheme Tech Scheme Season Ticket Loan Gym Flex Access to Online Discount Sites Discounted Gourmet Society Membership Discounted Tickets for Merlin Attractions nationwide Discounts at local retail outlets after successfully completing probation
Mar 03, 2026
Full time
The Client Service Manager (CSM) role is an exciting and developmental position for candidates with a sound knowledge of claims and/or insurance. Acting as a day-to-day conduit with aligned clients, supporting both the lead Client Account Manager (Partner) and designated technical lead lawyer, no one day is the same for our CSMs. From implementing new clients to providing access to our market leading systems, understanding management information (MI) requirements to presenting at a contractual performance review, delivering an on-site claims risk training session to analysing claims trends, the role is varied, important and valued. Helping to manage cross-class claims arrangements (EL, PL, Motor, Property, etc), our CSMs build strong relationships with not just our clients but also the wider insurance market, including global brokers, tier one and two insurers, MGAs and captive managers. Working with senior Partners / account managers within our business, those CSMs who are diligent, hard-working, talented and loyal, have a proven track record of developing within our business and with several having progressed to Associate and/or Partner level. Key Responsibilities Risk Analysis & Insight - Prepare and analyse client MI. Compile high level analysis of client claims experience / movement and share insights with the client Diary Management - responsibility of your own diary, ensuring timely delivery of client MI / reports, in accordance with specified SLA. Prioritise outstanding MI tasks and have the foresight to scope out a year's meetings with the client Client Care - Provide outstanding service to clients, be on-hand to answer queries. Lead claims review meeting itself and own / share 'next steps' / follow-up actions. Problem solve in order to achieve the best outcome for clients and the business. Teamwork - Support the Client Account Manager (CAM) with forecasting on volumes and/or reviewing adjustments. Work with the operation teams to identify process improvements, share client service expectations, address client service challenges and improve MI output Systems - Use of excel that enables the basics to be performed i.e. formulas, pivot tables. Use of the inhouse case management system for diarising, maintenance and policy management including renewal, new work-streams and new client set-up Personal Development - Take personal responsibility for your own development using the tools, training and support of the team Flexibility - Travel as and when required and as the role demands as per the requirements of the clients and the business Skills, Knowledge and Expertise A minimum of 5 years' combined experience working within the claims and/or legal and/or insurance industry Technically proficient in all core claim types that may form part of a clients' cross-class claims experience Experience of handling and/or managing those that handle motor and/or casualty claims Experience of handling and/or operationally managing a team responsible for casualty / liability claims Competent in the use of both Microsoft PowerPoint and Excel. Presentation skills - either previous experience or be able to show the confidence and competence to present to clients Have an understanding of case management systems Understanding of the claims and litigation process, including the MOJ, CPR and wider jurisdictional processes (i.e. PIAB for ROI) This really is an excellent opportunity to join a very supportive team with excellent training and visibility across our Corporate Division. We look forward to receiving your application. Benefits Davies Incentive Plan 25 days holiday per year which increases with level of service (opportunity to buy & sell 3 days) Family Cover Private Medical Insurance (Bupa) - will automatically be at single cover level but can opt into family option within first month of joining. Simply Health Care Cash Plan WeCare - 24/7 online GP, mental health support and virtual wellbeing covering a whole host of topics to do with health, mental health, wellbeing & healthy living and financial & legal wellbeing Death in Service Critical Illness Cover PHI/Income Protection (Private health insurance) Pension Contribution based 5% Employee / 3% Employer Employee Resource Groups Employee Volunteering Programme Cycle to Work Scheme Tech Scheme Season Ticket Loan Gym Flex Access to Online Discount Sites Discounted Gourmet Society Membership Discounted Tickets for Merlin Attractions nationwide Discounts at local retail outlets after successfully completing probation
About the role Our Customer Success Managers (CSMs) play a critical role in the ongoing management of our customer relationships. As a CSM your focus will be on ensuring that our customers are wildly successful throughout their journey with Zellis. You'll work proactively with a key set of customer accounts with a focus on ensuring that the customer is gaining their desired business outcomes. By operating as a trusted advisor and primary contact point, you'll be responsible for the end-to-end customer experience and overall success of the relationship. You'll represent the Voice of the Customer to the internal organisation to ensure their needs are fed back to the relevant teams in the spirit of continuous improvement and ensuring success. Where the customer partnership needs to be improved you'll be required to implement and deliver on success plans to bring this back on track. By ensuring our customers are successful, it is expected that you can drive customer advocacy activities and loyalty. You'll report to the Customer Success Lead in the Commercial Customer Success team and work alongside our customer facing teams. This is a fully remote role, but there will be some travel required to our Peterborough offices. Key responsibilities include: Proactive outreach and regular meetings with your customers. Ensuring fantastic relationships across your nominated customer accounts. Developing a wider range of stakeholder relationships within the customer accounts you are responsible for. Leading Quarterly Business Reviews focused on Business Outcomes and Value. Being the Voice of the Customer to represent customer sentiment and ensuring internal alignment in delivery business value and objectives. Improving product adoption through identification of gaps, discussion, coaching and ensuring the right collateral and enablement is provided to the customer. Proactively managing your account list and reporting on customer health to senior stakeholders within Zellis. Creating and driving Success Plans where value is not being achieved. Identifying and nurturing areas for cross-sell and up-sell to provide additional value within the customer account. Promoting customer reference and advocacy activities through relationship building and ensuring our customers are receiving fantastic service from Zellis. Active involvement in customer surveys, e.g. NPS with appropriate management and customer follow up. Skills & experience A strong customer-first attitude and experience of customer relationship management. A strong communicator at all levels, from operational through to C-level. Effective stakeholder management, both internal and external. Highly organised with the ability to own and control a customer account. A results-driven individual who is commercially astute. The ability to have business-based discussions focused on business value. Strong presentation skills and the ability to present to a wide audience at all levels. Capable of working under pressure and to measurable KPIs. The ability to improve product adoption through identification of gaps, discussion, coaching and ensuring the right collateral is provided to the customer. The ability to act on challenges and create forward-looking plans where value is currently not being achieved for the customer. Benefits & culture At Zellis we create market-leading HR & Payroll products and services, to power exceptional employee experiences so that you and your people do better. Our multi-award-winning products pay over five million employees a year, with almost half (42%) of the FTSE 100, 50% of the top retailers and 30% of the top universities in the UK & Ireland as customers, making us the largest provider of Payroll and HR software and managed services. Our vision is to be the clear leader in pay, reward, analytics, and people experiences. We're proud of our culture and we work hard to create an environment where people want to join, belong to, and be part of a progressive organisation. Our values, which were defined with input from all of our 2,000 colleagues, we live and breathe every day: Unstoppable together. Always learning. Make it count. Think scale. Our people are critical to our ongoing success; we're proud of our inclusive culture that gives you the platform to grow, challenge the status quo and play a crucial role in further enhancing our market position as the leading provider of HR& Payroll software and services. We also love to reward and recognise our brilliant colleagues. As part of your benefits package, you'll receive: A competitive base salary, plus cash car allowance. 25 days annual leave, plus your birthday off and the opportunity to buy additional holiday. Private medical insurance. Life assurance 4x salary. Enhanced pension scheme with company contributions up to 8.5%. A huge range of additional flexible benefits across financial & personal wellbeing, lifestyle & leisure.
Mar 03, 2026
Full time
About the role Our Customer Success Managers (CSMs) play a critical role in the ongoing management of our customer relationships. As a CSM your focus will be on ensuring that our customers are wildly successful throughout their journey with Zellis. You'll work proactively with a key set of customer accounts with a focus on ensuring that the customer is gaining their desired business outcomes. By operating as a trusted advisor and primary contact point, you'll be responsible for the end-to-end customer experience and overall success of the relationship. You'll represent the Voice of the Customer to the internal organisation to ensure their needs are fed back to the relevant teams in the spirit of continuous improvement and ensuring success. Where the customer partnership needs to be improved you'll be required to implement and deliver on success plans to bring this back on track. By ensuring our customers are successful, it is expected that you can drive customer advocacy activities and loyalty. You'll report to the Customer Success Lead in the Commercial Customer Success team and work alongside our customer facing teams. This is a fully remote role, but there will be some travel required to our Peterborough offices. Key responsibilities include: Proactive outreach and regular meetings with your customers. Ensuring fantastic relationships across your nominated customer accounts. Developing a wider range of stakeholder relationships within the customer accounts you are responsible for. Leading Quarterly Business Reviews focused on Business Outcomes and Value. Being the Voice of the Customer to represent customer sentiment and ensuring internal alignment in delivery business value and objectives. Improving product adoption through identification of gaps, discussion, coaching and ensuring the right collateral and enablement is provided to the customer. Proactively managing your account list and reporting on customer health to senior stakeholders within Zellis. Creating and driving Success Plans where value is not being achieved. Identifying and nurturing areas for cross-sell and up-sell to provide additional value within the customer account. Promoting customer reference and advocacy activities through relationship building and ensuring our customers are receiving fantastic service from Zellis. Active involvement in customer surveys, e.g. NPS with appropriate management and customer follow up. Skills & experience A strong customer-first attitude and experience of customer relationship management. A strong communicator at all levels, from operational through to C-level. Effective stakeholder management, both internal and external. Highly organised with the ability to own and control a customer account. A results-driven individual who is commercially astute. The ability to have business-based discussions focused on business value. Strong presentation skills and the ability to present to a wide audience at all levels. Capable of working under pressure and to measurable KPIs. The ability to improve product adoption through identification of gaps, discussion, coaching and ensuring the right collateral is provided to the customer. The ability to act on challenges and create forward-looking plans where value is currently not being achieved for the customer. Benefits & culture At Zellis we create market-leading HR & Payroll products and services, to power exceptional employee experiences so that you and your people do better. Our multi-award-winning products pay over five million employees a year, with almost half (42%) of the FTSE 100, 50% of the top retailers and 30% of the top universities in the UK & Ireland as customers, making us the largest provider of Payroll and HR software and managed services. Our vision is to be the clear leader in pay, reward, analytics, and people experiences. We're proud of our culture and we work hard to create an environment where people want to join, belong to, and be part of a progressive organisation. Our values, which were defined with input from all of our 2,000 colleagues, we live and breathe every day: Unstoppable together. Always learning. Make it count. Think scale. Our people are critical to our ongoing success; we're proud of our inclusive culture that gives you the platform to grow, challenge the status quo and play a crucial role in further enhancing our market position as the leading provider of HR& Payroll software and services. We also love to reward and recognise our brilliant colleagues. As part of your benefits package, you'll receive: A competitive base salary, plus cash car allowance. 25 days annual leave, plus your birthday off and the opportunity to buy additional holiday. Private medical insurance. Life assurance 4x salary. Enhanced pension scheme with company contributions up to 8.5%. A huge range of additional flexible benefits across financial & personal wellbeing, lifestyle & leisure.
Our Customer Success team is committed to helping customers maximize the value of Asana as both a technology platform and a holistic approach to collaboration. From high touch to scalable success, our goal is to deepen the usage of the whole work graph, resulting in delivering unmatched value with scalability and consistency. We strive to help all of our customers, across countries, industries, and functions, get off on the right foot and continue to get the most value out of Asana over time. We are looking for a Strategic Customer Success Manager (CSM) to help support and grow our largest and most strategic customers. As a Strategic CSM, you'll guide a portfolio of customers to deploy Asana successfully, adopt it widely across their organisation, and ensure they continuously gain business value from Asana. By engaging your customers using a consultative approach, you'll position yourself a strategic partner and serve as the trusted point of contact across their lifecycle: onboarding, value creation and renewal. Equipped with the knowledge of what it takes for customers to succeed with Asana, you will serve as the voice of your customers cross-functionally, providing feedback to the Product team and broader business. To the entire Asana team, you'll exemplify an empathetic, customer centric perspective. This role is based in our London office with an office centric hybrid schedule. The standard in office days are Monday, Tuesday and Thursday. Most Asanas have the option to work from home on Wednesdays and Fridays. If you're interviewing for this role, your Talent Acquisition Partner will share more about the in office requirements. What you'll achieve: Develop, nurture and own relationships at every level of the organisation with a focus on senior level and decision making stakeholders (i.e. C Level) serving as a trusted advisor on the collaborative work management space Partner with customers to identify their strategic goals and co create Success Plans with clear success metrics and engagement strategies Execute on all phases of the customer journey; ensuring value through deployment strategies, change management, workflow design, business reviews and roadmap consultations Collaborate with Sales to develop strategic account plans, nurture executive relationships, manage renewals and explore expansion opportunities Develop and maintain an internal Champion Network or Centre of Excellence within the customer's organisation to help foster customer advocacy and facilitate customer testimonials or case studies Analyse customer usage to identify trends and drive targeted campaigns for enhanced engagement and product adoption to proactively identify risks and lead internal teams to create and execute corrective plans Identify and forecast risk while proactively identifying and mitigating risks to drive customer satisfaction and long term success Serve as the voice of your customers by surfacing key trends and insights to R&D and business teams based on your knowledge of customer's needs Travel and meet customers on site up to 25% of the time About you: 5+ years of demonstrated success in a SaaS based Customer Success or Account Management role Proven track record managing large, complex enterprise accounts, driving both product led and sales led growth initiatives, and overseeing enterprise wide technology implementations across diverse stakeholder groups - from C Suite executives to functional leaders and administrators Ability to run C Suite level business reviews and craft compelling value narratives, align initiatives to OKRs/KPIs, influence decisions without direct authority and deliver exceptional storytelling around impact and ROI Experience managing a book of high value customer relationships. You're able to drive customer success and align within complex organizational structures, building trust with a broad range of stakeholders, from C Suite Executives, Department Leads, to day to day Asana users Customer centric at your core. You're devoted to ensuring our customers' success and adoption of Asana and advocate for regional customers' needs Strong cross functional collaborator with experience partnering with Account Executives or Partners to provide a high quality, thoughtful customer experience Self motivated, proactive team player. You have a bias for action and work effectively in a highly ambiguous, ever changing environment. You're able to zoom into granular details and also zoom out to understand the larger strategy and philosophy of how and why decisions are made Driven, process oriented person. You're able to effectively balance competing priorities and make decisions that best support the customer, the team, and Asana. Demonstrates curiosity about AI tools and emerging technologies, with a willingness to learn and leverage them to enhance productivity, collaboration, or decision making At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply. What we'll offer Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit. For this role, the estimated base salary range is between £104,000 - £118,400. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified. In addition to base salary, your compensation package will include additional components such as equity, sales incentive pay and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. We strive to provide equitable and competitive benefits packages that support our employees worldwide and include: Mental health, wellness & fitness benefits Career coaching & support Inclusive family building benefits Long term savings or retirement plans In office culinary options to cater to your dietary preferences These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. About us Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong. Join Asana's Talent Network to stay up to date on job opportunities and life at Asana.
Mar 01, 2026
Full time
Our Customer Success team is committed to helping customers maximize the value of Asana as both a technology platform and a holistic approach to collaboration. From high touch to scalable success, our goal is to deepen the usage of the whole work graph, resulting in delivering unmatched value with scalability and consistency. We strive to help all of our customers, across countries, industries, and functions, get off on the right foot and continue to get the most value out of Asana over time. We are looking for a Strategic Customer Success Manager (CSM) to help support and grow our largest and most strategic customers. As a Strategic CSM, you'll guide a portfolio of customers to deploy Asana successfully, adopt it widely across their organisation, and ensure they continuously gain business value from Asana. By engaging your customers using a consultative approach, you'll position yourself a strategic partner and serve as the trusted point of contact across their lifecycle: onboarding, value creation and renewal. Equipped with the knowledge of what it takes for customers to succeed with Asana, you will serve as the voice of your customers cross-functionally, providing feedback to the Product team and broader business. To the entire Asana team, you'll exemplify an empathetic, customer centric perspective. This role is based in our London office with an office centric hybrid schedule. The standard in office days are Monday, Tuesday and Thursday. Most Asanas have the option to work from home on Wednesdays and Fridays. If you're interviewing for this role, your Talent Acquisition Partner will share more about the in office requirements. What you'll achieve: Develop, nurture and own relationships at every level of the organisation with a focus on senior level and decision making stakeholders (i.e. C Level) serving as a trusted advisor on the collaborative work management space Partner with customers to identify their strategic goals and co create Success Plans with clear success metrics and engagement strategies Execute on all phases of the customer journey; ensuring value through deployment strategies, change management, workflow design, business reviews and roadmap consultations Collaborate with Sales to develop strategic account plans, nurture executive relationships, manage renewals and explore expansion opportunities Develop and maintain an internal Champion Network or Centre of Excellence within the customer's organisation to help foster customer advocacy and facilitate customer testimonials or case studies Analyse customer usage to identify trends and drive targeted campaigns for enhanced engagement and product adoption to proactively identify risks and lead internal teams to create and execute corrective plans Identify and forecast risk while proactively identifying and mitigating risks to drive customer satisfaction and long term success Serve as the voice of your customers by surfacing key trends and insights to R&D and business teams based on your knowledge of customer's needs Travel and meet customers on site up to 25% of the time About you: 5+ years of demonstrated success in a SaaS based Customer Success or Account Management role Proven track record managing large, complex enterprise accounts, driving both product led and sales led growth initiatives, and overseeing enterprise wide technology implementations across diverse stakeholder groups - from C Suite executives to functional leaders and administrators Ability to run C Suite level business reviews and craft compelling value narratives, align initiatives to OKRs/KPIs, influence decisions without direct authority and deliver exceptional storytelling around impact and ROI Experience managing a book of high value customer relationships. You're able to drive customer success and align within complex organizational structures, building trust with a broad range of stakeholders, from C Suite Executives, Department Leads, to day to day Asana users Customer centric at your core. You're devoted to ensuring our customers' success and adoption of Asana and advocate for regional customers' needs Strong cross functional collaborator with experience partnering with Account Executives or Partners to provide a high quality, thoughtful customer experience Self motivated, proactive team player. You have a bias for action and work effectively in a highly ambiguous, ever changing environment. You're able to zoom into granular details and also zoom out to understand the larger strategy and philosophy of how and why decisions are made Driven, process oriented person. You're able to effectively balance competing priorities and make decisions that best support the customer, the team, and Asana. Demonstrates curiosity about AI tools and emerging technologies, with a willingness to learn and leverage them to enhance productivity, collaboration, or decision making At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply. What we'll offer Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit. For this role, the estimated base salary range is between £104,000 - £118,400. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified. In addition to base salary, your compensation package will include additional components such as equity, sales incentive pay and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. We strive to provide equitable and competitive benefits packages that support our employees worldwide and include: Mental health, wellness & fitness benefits Career coaching & support Inclusive family building benefits Long term savings or retirement plans In office culinary options to cater to your dietary preferences These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. About us Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong. Join Asana's Talent Network to stay up to date on job opportunities and life at Asana.
Senior Assistant Customer Service Manager London • Posted 11 March 2025 Full time • Start ASAP Core role: This is a "hands on" role with staff reporting. The Senior ACSM has overall responsibility for assisting the CSM to manage the Centre/CSR(s) and ACSM and to meet the highest standard of customer service and renewals. The role is extremely varied, and you will be expected to handle multiple tasks. Key Responsibilities and Deliverables Customer Services Help your CSM, ACSM and CSR(s) including Meeting Room Coordinator to meet the highest standard of customer service and understand the needs of Centre customers. Effectively handle enquiries from clients, the Customer Service Manager and the management team. Work as one team with your CSM/ACSM/CSR(s) to deliver targets - including opening, closing and daily check standards. Ensuring the Centre building/facilities are of the expected high standards at all times. Support the client move in/move out procedures and turnaround of vacant offices/MRs with full completion of associated paperwork/administration & AML Compliance to schedule. Ensue preparation and maintenance of client files. Deal with and oversee the CSR(s) ability to handle customer/visitor enquiries professionally. Assist and ensure all secretarial/administrative/customer invoicing/chasing customer payments etc. are completed accurately. Get to know Centre customers and their businesses to promote business awareness and upselling opportunities. Ensure your Centre looks and is run professionally to meet the expectations of customers and their visitors by performing regular housekeeping checks. Liaise with suppliers to include instruction of maintenance works and ensuring costs are kept to a minimum. Handle all purchasing and Centre stock control, including Purchase Order's. Be trained in all AV equipment and handle all IT/Telephony (liaising with SilverLining) to successfully handle customer enquiries using the Orega portal where Applicable. Providing administrative support to the CSM and sales support to the Regional Sales Managers. Liaising with building management teams where applicable to ensure smooth relationships between all parties. CSR and ACSM Supervision Managing the daily and weekly tasks of the team ensuring all responsibilities are covered and high standards are met. Leading the morning and weekly team meeting. Dealing with telecoms enquiries to include moves & changes, faults and upkeep of data records. Assist in marketing by ensuring empty offices are set up to company show standards. Assisting in the process of the client move in by managing the inventories, issuing of keys & passes. Ensuring company standards are adhered to by conducting the Quality Standards Audit monthly. Oversee CSR(s) and ACSM on a day-to-day basis and manage the Centre/CSR(s) and ACSM in the absence of the CSM e.g. inform CSR(s) and ACSM the day's priority and delegate jobs as necessary. Conduct all 'Back to Work' interviews in conjunction with the CSM. Conduct and attend regular 1:1 review meetings with your CSR(s) and provide feedback to your CSM and HR manager. Ensure rota management to allow development time for your CSR(s). Ensure time for your own and your CSR(s) and ACSM personal development. Ensure Orega's Health & Safety policies/procedures are adhered to including Centre Fire Risk Assessment, PAT testing, Weekly Fire Testing etc. Providing training & support to junior staff and ACSM. Pursue personal development of skills and knowledge necessary for the effective performance of the role. Finance Manage all aspects of invoicing to include prebilling, billing, invoicing & account queries, direct debit collections and debt collection. Liaising with CSM for any credit note queries. Sales and Marketing Deliver centre tours in support of the CSM and ensure your CSR(s) and ACSM are trained to confidently handle tours on their own. Ensure CSR(s) and ACSM understand the main points of Orega Licence Agreements including T&C's and any usual special conditions/requests. Ensure Orega brand guidelines are adhered to in centre signage, email, standards and in producing any Orega branded documents. Health & Safety Ensure your team is reminded they have a legal responsibility and duty of care for the health and safety of themselves and others by adopting the safe working practices such that they do not put themselves, colleagues, clients or visitors at risk. Complete all relevant Edapp training courses. Essential Skills, Experience & Qualifications 2-3 years outstanding customer relationship skills. 1-2 years' experience of engaging in influencing client renewals and general finance is preferred. 1-2 years' experience in a commercial environment where you will have acquired good knowledge of service operations is a must. Willing to take on a team manager role. Ability to demonstrate systems monitoring and compliance is necessary. Confident communication and presentation skills. Curious and people oriented with the ability to engage customers and ask questions with ease. Excellent influencing skills and positivity is required. Computer literate and will to learn and show others how to use IT/Telephony is essential. Good at planning and organising. Competencies & Personal Attributes Outgoing, enthusiastic, honest and confident individual who possess the following attributes. PC Literate with advanced knowledge of Microsoft packages. Excellent team player, with the ability to manage and supervise junior staff. Confidence to interact with a range of clients up to Board level. The ability to multi-task. A proactive approach to the working environment. Ability to operate sensitively in multicultural environments and build effective working relations. Self motivated, excellent team player with strong (written and verbal) communication, interpersonal and diplomatic skills. Ability to maintain and control and perform during stressful situations. Is confident and at ease when handling customer/visitor enquiries. Positive and proactive energy. Initiative and proactivity. Attention to detail and great organisation. Limits of Authority Personnel, Financial, Operational No authority to appoint, discipline and dismiss employees. No authority to approve annual leave and absence. No authority to spend/commit Orega to spend within individual agreed limits. No authority to sign supplier agreements or contracts. Authority to suggest improvements to processes/procedures in consultation with your CSM. Senior Assistant Customer Services Manager should be competent in the following Orega processes: Sales Forecast Debt PMI TSR (Centre Applicable) Orega Portal (Centre Applicable) Support Renewals Move Out Meeting Room Virtual Office Northrow & AML Compliance Office RnD IRIS Ed App Training Opening and Closing building Health & Safety This job description is not limited to the responsibilities listed and the incumbent may be requested to perform other relevant duties as required by business needs. Orega confirms its commitment to equality of opportunities in all areas of its work. All individuals will be treated in a fair and equal manner in accordance with the law regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
Feb 28, 2026
Full time
Senior Assistant Customer Service Manager London • Posted 11 March 2025 Full time • Start ASAP Core role: This is a "hands on" role with staff reporting. The Senior ACSM has overall responsibility for assisting the CSM to manage the Centre/CSR(s) and ACSM and to meet the highest standard of customer service and renewals. The role is extremely varied, and you will be expected to handle multiple tasks. Key Responsibilities and Deliverables Customer Services Help your CSM, ACSM and CSR(s) including Meeting Room Coordinator to meet the highest standard of customer service and understand the needs of Centre customers. Effectively handle enquiries from clients, the Customer Service Manager and the management team. Work as one team with your CSM/ACSM/CSR(s) to deliver targets - including opening, closing and daily check standards. Ensuring the Centre building/facilities are of the expected high standards at all times. Support the client move in/move out procedures and turnaround of vacant offices/MRs with full completion of associated paperwork/administration & AML Compliance to schedule. Ensue preparation and maintenance of client files. Deal with and oversee the CSR(s) ability to handle customer/visitor enquiries professionally. Assist and ensure all secretarial/administrative/customer invoicing/chasing customer payments etc. are completed accurately. Get to know Centre customers and their businesses to promote business awareness and upselling opportunities. Ensure your Centre looks and is run professionally to meet the expectations of customers and their visitors by performing regular housekeeping checks. Liaise with suppliers to include instruction of maintenance works and ensuring costs are kept to a minimum. Handle all purchasing and Centre stock control, including Purchase Order's. Be trained in all AV equipment and handle all IT/Telephony (liaising with SilverLining) to successfully handle customer enquiries using the Orega portal where Applicable. Providing administrative support to the CSM and sales support to the Regional Sales Managers. Liaising with building management teams where applicable to ensure smooth relationships between all parties. CSR and ACSM Supervision Managing the daily and weekly tasks of the team ensuring all responsibilities are covered and high standards are met. Leading the morning and weekly team meeting. Dealing with telecoms enquiries to include moves & changes, faults and upkeep of data records. Assist in marketing by ensuring empty offices are set up to company show standards. Assisting in the process of the client move in by managing the inventories, issuing of keys & passes. Ensuring company standards are adhered to by conducting the Quality Standards Audit monthly. Oversee CSR(s) and ACSM on a day-to-day basis and manage the Centre/CSR(s) and ACSM in the absence of the CSM e.g. inform CSR(s) and ACSM the day's priority and delegate jobs as necessary. Conduct all 'Back to Work' interviews in conjunction with the CSM. Conduct and attend regular 1:1 review meetings with your CSR(s) and provide feedback to your CSM and HR manager. Ensure rota management to allow development time for your CSR(s). Ensure time for your own and your CSR(s) and ACSM personal development. Ensure Orega's Health & Safety policies/procedures are adhered to including Centre Fire Risk Assessment, PAT testing, Weekly Fire Testing etc. Providing training & support to junior staff and ACSM. Pursue personal development of skills and knowledge necessary for the effective performance of the role. Finance Manage all aspects of invoicing to include prebilling, billing, invoicing & account queries, direct debit collections and debt collection. Liaising with CSM for any credit note queries. Sales and Marketing Deliver centre tours in support of the CSM and ensure your CSR(s) and ACSM are trained to confidently handle tours on their own. Ensure CSR(s) and ACSM understand the main points of Orega Licence Agreements including T&C's and any usual special conditions/requests. Ensure Orega brand guidelines are adhered to in centre signage, email, standards and in producing any Orega branded documents. Health & Safety Ensure your team is reminded they have a legal responsibility and duty of care for the health and safety of themselves and others by adopting the safe working practices such that they do not put themselves, colleagues, clients or visitors at risk. Complete all relevant Edapp training courses. Essential Skills, Experience & Qualifications 2-3 years outstanding customer relationship skills. 1-2 years' experience of engaging in influencing client renewals and general finance is preferred. 1-2 years' experience in a commercial environment where you will have acquired good knowledge of service operations is a must. Willing to take on a team manager role. Ability to demonstrate systems monitoring and compliance is necessary. Confident communication and presentation skills. Curious and people oriented with the ability to engage customers and ask questions with ease. Excellent influencing skills and positivity is required. Computer literate and will to learn and show others how to use IT/Telephony is essential. Good at planning and organising. Competencies & Personal Attributes Outgoing, enthusiastic, honest and confident individual who possess the following attributes. PC Literate with advanced knowledge of Microsoft packages. Excellent team player, with the ability to manage and supervise junior staff. Confidence to interact with a range of clients up to Board level. The ability to multi-task. A proactive approach to the working environment. Ability to operate sensitively in multicultural environments and build effective working relations. Self motivated, excellent team player with strong (written and verbal) communication, interpersonal and diplomatic skills. Ability to maintain and control and perform during stressful situations. Is confident and at ease when handling customer/visitor enquiries. Positive and proactive energy. Initiative and proactivity. Attention to detail and great organisation. Limits of Authority Personnel, Financial, Operational No authority to appoint, discipline and dismiss employees. No authority to approve annual leave and absence. No authority to spend/commit Orega to spend within individual agreed limits. No authority to sign supplier agreements or contracts. Authority to suggest improvements to processes/procedures in consultation with your CSM. Senior Assistant Customer Services Manager should be competent in the following Orega processes: Sales Forecast Debt PMI TSR (Centre Applicable) Orega Portal (Centre Applicable) Support Renewals Move Out Meeting Room Virtual Office Northrow & AML Compliance Office RnD IRIS Ed App Training Opening and Closing building Health & Safety This job description is not limited to the responsibilities listed and the incumbent may be requested to perform other relevant duties as required by business needs. Orega confirms its commitment to equality of opportunities in all areas of its work. All individuals will be treated in a fair and equal manner in accordance with the law regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
About Outreach Outreach, founded in 2014, is the only complete agentic AI platform for revenue teams. Outreach infuses agentic AI, conversation intelligence, and assistive AI to power hundreds of use cases across revenue motions. From new logo prospecting to expansions, deal acceleration, driving retention, and forecasting, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Revenue leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. World leading enterprise organizations use Outreach to power their revenue teams, including Databricks, SAP, Siemens, and Verizon to name a few. About the Team Customer Success at Outreach exists to drive measurable business outcomes by embedding Outreach into the core revenue workflows of our customers. We partner strategically across Sales, RevOps, Enablement, and Leadership teams to remove barriers to adoption, optimize performance, and support long term retention and growth. Our focus is not only customer satisfaction - it is operational impact. We align cross functional stakeholders internally and externally to ensure Outreach drives real business results. The Role The Principal Customer Success Manager is a senior individual contributor responsible for driving outcomes across a focused portfolio of Outreach's most strategic customers in the region (3-5 accounts). In addition to owning these high value relationships, the Lead CSM acts as a senior peer within the Customer Success team - helping elevate standards, support account strategy, and mentor others. This is not a people management role, but it carries influence, accountability, and regional leadership responsibility. This role combines strategic account ownership with team impact, operating as a trusted partner to both customers and internal stakeholders. Location London (hybrid with 2 days in office each week). Your Daily Adventures Will Include Own Strategic Customer Outcomes Manage a focused book of 3-5 high value, complex accounts Develop and evolve outcome based success plans aligned to customer business objectives and renewal timelines Drive sustained adoption of Outreach across teams and workflows Identify leading indicators of risk and expansion, embedding renewal readiness into ongoing engagement Partner closely with Client Account Executives to shape retention and growth strategy while they lead commercial conversations Drive AI Adoption & Workflow Evolution Guide customers in embedding Outreach's AI capabilities into daily revenue workflows Analyse AI usage patterns and workflow data to identify optimisation, efficiency, and expansion opportunities Translate AI driven productivity gains into measurable business impact (pipeline velocity, rep productivity, forecasting accuracy, win rates) Support customers in redesigning elements of their revenue processes to fully leverage automation and agentic capabilities Stay ahead of evolving AI features and proactively advise customers on adoption pathways Lead Complex Stakeholder Environments Build and maintain multi threaded relationships across key stakeholders Navigate varying priorities across Sales, RevOps, Enablement, and leadership Maintain clarity and alignment on shared success criteria Serve as a consistent, credible advisor throughout the customer journey Elevate the Team Act as a senior peer and mentor within the Customer Success team Support colleagues in shaping account strategy and preparing executive facing business reviews Share best practices, playbooks, and insights across the region Provide early visibility on emerging risks or patterns across strategic accounts Partner with the regional CS leader to improve consistency, operating rhythm, and performance standards Collaborate Cross Functionally Partner with Professional Services on onboarding and value acceleration Coordinate with Product, Support, Sales, and Marketing to maximise customer experience Represent the voice of strategic customers internally Help influence improvements in product positioning and workflow enablement based on customer insight Our Vision of You Significant experience (typically 7-10+ years) in Customer Success, Account Management, or a related SaaS role supporting complex software and business transformation Proven success managing complex or strategic accounts with measurable retention outcomes Strong commercial awareness and ability to influence renewal strategy without directly owning pricing Experience driving adoption of AI enabled or automation driven platforms Strong understanding of modern revenue processes and go to market workflows Demonstrated ability to mentor or coach peers in a professional setting High emotional intelligence and ability to build trusted relationships across stakeholder levels Ability to influence without direct authority Strong communication skills, able to tailor messaging to different audiences Self motivated with a strong sense of ownership and collaborative accountability Comfortable operating in ambiguity and helping bring clarity to others How EMEA CS Operates We communicate openly, early, and often We take ownership from start to finish We are proactive We build relationships at every level We think strategically and act with purpose We learn and adapt Why You'll Love It Here 25 days holiday + 8 bank holidays Outreach contributes a monthly contribution towards your pension Private medical care for employee and spouse/family with Program Health Plus Cash plan is offered through Medicash to help offset out of pocket medical related expenses Dental coverage Life insurance at 4x annual salary 16 weeks of annual top up maternity leave pay or 8 weeks of fully paid paternity leave A parental leave program that includes not just extended time off but options for a paid night nurse Opportunity to be part of company success via equity program Diversity and inclusion programs that promote employee resource groups like OWN+ (Outreach Women's Network), Adelante (Latinx community), OBX (Outreach Black Connection), Mosaic (AAPI community), Pride (LGBTQIA+), Gender+, Disability Community, and Veterans/Military Employee referral bonuses to encourage the addition of great new people to the team Our success is reliant on building teams that include people from different backgrounds and experiences who can elevate assumptions and ideas with fresh perspectives. We're dedicated to hiring the whole human, not just a resume. To that end, we look for a diverse pool of applicants-including those from historically marginalized groups. We would like to invite you to apply even if you don't think you meet all of the requirements listed below. We don't want a few lines in a job description to get between us and the opportunity to meet you.
Feb 28, 2026
Full time
About Outreach Outreach, founded in 2014, is the only complete agentic AI platform for revenue teams. Outreach infuses agentic AI, conversation intelligence, and assistive AI to power hundreds of use cases across revenue motions. From new logo prospecting to expansions, deal acceleration, driving retention, and forecasting, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Revenue leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. World leading enterprise organizations use Outreach to power their revenue teams, including Databricks, SAP, Siemens, and Verizon to name a few. About the Team Customer Success at Outreach exists to drive measurable business outcomes by embedding Outreach into the core revenue workflows of our customers. We partner strategically across Sales, RevOps, Enablement, and Leadership teams to remove barriers to adoption, optimize performance, and support long term retention and growth. Our focus is not only customer satisfaction - it is operational impact. We align cross functional stakeholders internally and externally to ensure Outreach drives real business results. The Role The Principal Customer Success Manager is a senior individual contributor responsible for driving outcomes across a focused portfolio of Outreach's most strategic customers in the region (3-5 accounts). In addition to owning these high value relationships, the Lead CSM acts as a senior peer within the Customer Success team - helping elevate standards, support account strategy, and mentor others. This is not a people management role, but it carries influence, accountability, and regional leadership responsibility. This role combines strategic account ownership with team impact, operating as a trusted partner to both customers and internal stakeholders. Location London (hybrid with 2 days in office each week). Your Daily Adventures Will Include Own Strategic Customer Outcomes Manage a focused book of 3-5 high value, complex accounts Develop and evolve outcome based success plans aligned to customer business objectives and renewal timelines Drive sustained adoption of Outreach across teams and workflows Identify leading indicators of risk and expansion, embedding renewal readiness into ongoing engagement Partner closely with Client Account Executives to shape retention and growth strategy while they lead commercial conversations Drive AI Adoption & Workflow Evolution Guide customers in embedding Outreach's AI capabilities into daily revenue workflows Analyse AI usage patterns and workflow data to identify optimisation, efficiency, and expansion opportunities Translate AI driven productivity gains into measurable business impact (pipeline velocity, rep productivity, forecasting accuracy, win rates) Support customers in redesigning elements of their revenue processes to fully leverage automation and agentic capabilities Stay ahead of evolving AI features and proactively advise customers on adoption pathways Lead Complex Stakeholder Environments Build and maintain multi threaded relationships across key stakeholders Navigate varying priorities across Sales, RevOps, Enablement, and leadership Maintain clarity and alignment on shared success criteria Serve as a consistent, credible advisor throughout the customer journey Elevate the Team Act as a senior peer and mentor within the Customer Success team Support colleagues in shaping account strategy and preparing executive facing business reviews Share best practices, playbooks, and insights across the region Provide early visibility on emerging risks or patterns across strategic accounts Partner with the regional CS leader to improve consistency, operating rhythm, and performance standards Collaborate Cross Functionally Partner with Professional Services on onboarding and value acceleration Coordinate with Product, Support, Sales, and Marketing to maximise customer experience Represent the voice of strategic customers internally Help influence improvements in product positioning and workflow enablement based on customer insight Our Vision of You Significant experience (typically 7-10+ years) in Customer Success, Account Management, or a related SaaS role supporting complex software and business transformation Proven success managing complex or strategic accounts with measurable retention outcomes Strong commercial awareness and ability to influence renewal strategy without directly owning pricing Experience driving adoption of AI enabled or automation driven platforms Strong understanding of modern revenue processes and go to market workflows Demonstrated ability to mentor or coach peers in a professional setting High emotional intelligence and ability to build trusted relationships across stakeholder levels Ability to influence without direct authority Strong communication skills, able to tailor messaging to different audiences Self motivated with a strong sense of ownership and collaborative accountability Comfortable operating in ambiguity and helping bring clarity to others How EMEA CS Operates We communicate openly, early, and often We take ownership from start to finish We are proactive We build relationships at every level We think strategically and act with purpose We learn and adapt Why You'll Love It Here 25 days holiday + 8 bank holidays Outreach contributes a monthly contribution towards your pension Private medical care for employee and spouse/family with Program Health Plus Cash plan is offered through Medicash to help offset out of pocket medical related expenses Dental coverage Life insurance at 4x annual salary 16 weeks of annual top up maternity leave pay or 8 weeks of fully paid paternity leave A parental leave program that includes not just extended time off but options for a paid night nurse Opportunity to be part of company success via equity program Diversity and inclusion programs that promote employee resource groups like OWN+ (Outreach Women's Network), Adelante (Latinx community), OBX (Outreach Black Connection), Mosaic (AAPI community), Pride (LGBTQIA+), Gender+, Disability Community, and Veterans/Military Employee referral bonuses to encourage the addition of great new people to the team Our success is reliant on building teams that include people from different backgrounds and experiences who can elevate assumptions and ideas with fresh perspectives. We're dedicated to hiring the whole human, not just a resume. To that end, we look for a diverse pool of applicants-including those from historically marginalized groups. We would like to invite you to apply even if you don't think you meet all of the requirements listed below. We don't want a few lines in a job description to get between us and the opportunity to meet you.
The Client Services team includes customer success, support, and solutions engineering. Responsible for generating value for our customers by ensuring clients are using InfoSum to its full potential, have the necessary support and regularly feedback client use cases internally. Sub Department overview: Customer Success is responsible for understanding, representing and delivering outstanding customer service to InfoSum signed clients. This is achieved by consulting on 1PD strategy, platform usage and partnerships. The team relay core client requirements to the business and identify opportunities to collaborate across internal departments for renewals, platform challenges, upselling, case studies, legal queries to maintain service for clients. Job Overview: The Customer Success Manager (CSM) is responsible for managing and growing a mix of standard and strategic accounts by working with client engineering, product operations, and commercial teams to understand and implement a varied set of use cases. The SMCS manages the day-to-day client interactions to ensure they receive the highest value from the InfoSum platform and are always engaged. The SMCS is expected to manage and maintain a wide portfolio of client relationships with a regular focus on upselling and renewing contracts and starting to exhibit thought leadership across the organization. Core Responsibilities: Drive day-to-day interactions with a defined set of partners Act as the client's go-to advocate and navigate internal processes at InfoSum and the client to provide the best outcome for the client Deliver analytical insights to the client by providing actionable recommendations Track performance and success of platform use to ensure InfoSum is driving towards the best possible outcome for the client / their partners Create and establish go-to-market plans for premium accounts and each of its multiple use cases Plan and execute QBRs and regular meetings Run a reliable and organized account process that keeps InfoSum on top of deadlines and capable of seamlessly introducing new revenue growth initiatives Additional responsibilities as and when required by the business The main skills needed to deliver the core responsibilities: Background in advertising technology Strong understanding of how data and identity is activated in the digital media ecosystem Clear written and oral communicator with emphasis on precision Demonstrable and consistent track record of successfully growing complex partnerships Ability to build and cultivate new relationships with potential and existing partners within all parts of an organization An organized self-starter that can diversify their skillset to meet business priorities Excellent interpersonal and customer-facing skills A high level of curiosity and willingness to understand complex solutions designed to service customer needs Track and communicate commercial and technical blockers for client success on InfoSum, including the commercial impact of client challenges and needs to support internal prioritization of solutions to their challenges A competitive salary based on your experience and ability to perform in role 25 days annual leave (excluding bank holidays) + a day off for your birthday + 2 Volunteering days Private medical insurance Life assurance - 4x your base salary Fantastic corporate discounts and mental wellbeing support, including a top of line EAP. Salary sacrifice schemes Enhanced Maternity, Adoption & Share Parental Leave We also reward our teams with monthly socials, 4pm finishes on a Friday & 3pm Fridays finishes during the summer months of June, July and August, 3 extra days off during the Christmas holidays and a culture built on recognition, collaboration and success
Feb 28, 2026
Full time
The Client Services team includes customer success, support, and solutions engineering. Responsible for generating value for our customers by ensuring clients are using InfoSum to its full potential, have the necessary support and regularly feedback client use cases internally. Sub Department overview: Customer Success is responsible for understanding, representing and delivering outstanding customer service to InfoSum signed clients. This is achieved by consulting on 1PD strategy, platform usage and partnerships. The team relay core client requirements to the business and identify opportunities to collaborate across internal departments for renewals, platform challenges, upselling, case studies, legal queries to maintain service for clients. Job Overview: The Customer Success Manager (CSM) is responsible for managing and growing a mix of standard and strategic accounts by working with client engineering, product operations, and commercial teams to understand and implement a varied set of use cases. The SMCS manages the day-to-day client interactions to ensure they receive the highest value from the InfoSum platform and are always engaged. The SMCS is expected to manage and maintain a wide portfolio of client relationships with a regular focus on upselling and renewing contracts and starting to exhibit thought leadership across the organization. Core Responsibilities: Drive day-to-day interactions with a defined set of partners Act as the client's go-to advocate and navigate internal processes at InfoSum and the client to provide the best outcome for the client Deliver analytical insights to the client by providing actionable recommendations Track performance and success of platform use to ensure InfoSum is driving towards the best possible outcome for the client / their partners Create and establish go-to-market plans for premium accounts and each of its multiple use cases Plan and execute QBRs and regular meetings Run a reliable and organized account process that keeps InfoSum on top of deadlines and capable of seamlessly introducing new revenue growth initiatives Additional responsibilities as and when required by the business The main skills needed to deliver the core responsibilities: Background in advertising technology Strong understanding of how data and identity is activated in the digital media ecosystem Clear written and oral communicator with emphasis on precision Demonstrable and consistent track record of successfully growing complex partnerships Ability to build and cultivate new relationships with potential and existing partners within all parts of an organization An organized self-starter that can diversify their skillset to meet business priorities Excellent interpersonal and customer-facing skills A high level of curiosity and willingness to understand complex solutions designed to service customer needs Track and communicate commercial and technical blockers for client success on InfoSum, including the commercial impact of client challenges and needs to support internal prioritization of solutions to their challenges A competitive salary based on your experience and ability to perform in role 25 days annual leave (excluding bank holidays) + a day off for your birthday + 2 Volunteering days Private medical insurance Life assurance - 4x your base salary Fantastic corporate discounts and mental wellbeing support, including a top of line EAP. Salary sacrifice schemes Enhanced Maternity, Adoption & Share Parental Leave We also reward our teams with monthly socials, 4pm finishes on a Friday & 3pm Fridays finishes during the summer months of June, July and August, 3 extra days off during the Christmas holidays and a culture built on recognition, collaboration and success
Sinch is pioneering the way the world communicates. More than 175,000 businesses - including Google, Uber, Paypal, Visa, Tinder, and many others - rely on Sinch's Customer Communications Cloud to power engaging customer experiences through mobile messaging, voice, and email. Whether you need to verify users or craft omnichannel campaigns, Sinch makes it easy. Our AI infused Super Network, APIs, and applications ensure you can connect with your customers reliably and securely, at every step of their journey. At Sinch we "Dream Big", "Win Together", "Keep it simple", and "Make it Happen". These values are our foundation! ClickSend, a brand of the Sinch SMB group, is a rapidly growing and fast moving business with an enviable situation of having a high deal flow of inbound sales opportunities which many of self convert. However, greater opportunities are available with the sales team to assist with pricing and product queries as part of that conversion. About the role The Customer Success Manager (CSM) will cover clients within Europe and is responsible for maximising conversion of a high inbound flow of predominantly SMB customers. This position is an individual contributor, meaning you need to be a self starter, comfortable wearing multiple hats and able to operate independently with confidence. You will work as part of a broader Sales team across the US, UK, France and Australia. The role suits a goal oriented Sales professional who is comfortable identifying opportunities to pursue, qualifying leads and closing, and motivating themselves to achieve their objectives. With the UK being one of our expansion regions in 2026, this role isn't just about selling. It's about working closely with Marketing and Product to ensure we see growth and success within the UK and Europe. The role is based in the UK and is a remote role. It reports to the Director of Sales. About you Proven sales phone skills, customer success or inside sales experience, ideally gained within a SMS, SaaS or telecommunications environment. Track record of overachieving targets, and able to articulate numbers. Adept at identifying and executing on opportunities. Customer focus and genuine interest in understanding their needs. Strong communication and telephone skills, and comfortable engaging at all levels of our business. Ability to multitask, prioritise and manage time effectively. Excellent analytical, written, and verbal skills in English. Ability to self start and work under own judgement and initiative. Other European language. Our corporate language is English, please submit your application in English. At Sinch, we value learning, embrace change, and offer opportunities for personal and professional growth. Unfortunately, we are not supporting relocation at this time. Applicants must: Hold a UK or EU/EEA citizenship. Have a valid UK work permit. Our hiring process We are committed to ensuring a recruitment process that is fair, objective, consistent, and inclusive. Our approach includes structured, competency based interviews designed to evaluate your skills, experience, and qualifications relevant to the role. At times, we may include a data driven assessment to enhance our hiring success and identify candidates likely to excel. We believe in a two way process and encourage you to ask questions throughout the journey. Job Info Job Category: Sales Posting Date: 02/25/2026, 01:21 PM Job Schedule: Full time Job Shift: Day Locations: United Kingdom Sinch collects and processes personal data in accordance with applicable data protection laws. If you are a European job applicant see the privacy notice for further details. At Sinch, we're committed to building a workplace where everyone feels valued, supported, and welcomed. We provide equal employment opportunities to all employees and applicants and do not discriminate on the basis of race, color, national origin, religion, creed, disability, age, sex, sexual orientation, gender identity, marital status, familial status, status with regard to public assistance, veteran status, genetic information, or membership or activity in a local human rights commission, or any other status protected by applicable law.
Feb 28, 2026
Full time
Sinch is pioneering the way the world communicates. More than 175,000 businesses - including Google, Uber, Paypal, Visa, Tinder, and many others - rely on Sinch's Customer Communications Cloud to power engaging customer experiences through mobile messaging, voice, and email. Whether you need to verify users or craft omnichannel campaigns, Sinch makes it easy. Our AI infused Super Network, APIs, and applications ensure you can connect with your customers reliably and securely, at every step of their journey. At Sinch we "Dream Big", "Win Together", "Keep it simple", and "Make it Happen". These values are our foundation! ClickSend, a brand of the Sinch SMB group, is a rapidly growing and fast moving business with an enviable situation of having a high deal flow of inbound sales opportunities which many of self convert. However, greater opportunities are available with the sales team to assist with pricing and product queries as part of that conversion. About the role The Customer Success Manager (CSM) will cover clients within Europe and is responsible for maximising conversion of a high inbound flow of predominantly SMB customers. This position is an individual contributor, meaning you need to be a self starter, comfortable wearing multiple hats and able to operate independently with confidence. You will work as part of a broader Sales team across the US, UK, France and Australia. The role suits a goal oriented Sales professional who is comfortable identifying opportunities to pursue, qualifying leads and closing, and motivating themselves to achieve their objectives. With the UK being one of our expansion regions in 2026, this role isn't just about selling. It's about working closely with Marketing and Product to ensure we see growth and success within the UK and Europe. The role is based in the UK and is a remote role. It reports to the Director of Sales. About you Proven sales phone skills, customer success or inside sales experience, ideally gained within a SMS, SaaS or telecommunications environment. Track record of overachieving targets, and able to articulate numbers. Adept at identifying and executing on opportunities. Customer focus and genuine interest in understanding their needs. Strong communication and telephone skills, and comfortable engaging at all levels of our business. Ability to multitask, prioritise and manage time effectively. Excellent analytical, written, and verbal skills in English. Ability to self start and work under own judgement and initiative. Other European language. Our corporate language is English, please submit your application in English. At Sinch, we value learning, embrace change, and offer opportunities for personal and professional growth. Unfortunately, we are not supporting relocation at this time. Applicants must: Hold a UK or EU/EEA citizenship. Have a valid UK work permit. Our hiring process We are committed to ensuring a recruitment process that is fair, objective, consistent, and inclusive. Our approach includes structured, competency based interviews designed to evaluate your skills, experience, and qualifications relevant to the role. At times, we may include a data driven assessment to enhance our hiring success and identify candidates likely to excel. We believe in a two way process and encourage you to ask questions throughout the journey. Job Info Job Category: Sales Posting Date: 02/25/2026, 01:21 PM Job Schedule: Full time Job Shift: Day Locations: United Kingdom Sinch collects and processes personal data in accordance with applicable data protection laws. If you are a European job applicant see the privacy notice for further details. At Sinch, we're committed to building a workplace where everyone feels valued, supported, and welcomed. We provide equal employment opportunities to all employees and applicants and do not discriminate on the basis of race, color, national origin, religion, creed, disability, age, sex, sexual orientation, gender identity, marital status, familial status, status with regard to public assistance, veteran status, genetic information, or membership or activity in a local human rights commission, or any other status protected by applicable law.
About Outreach Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. Outreach infuses agentic AI to power 100s of use cases across sales motions. From new logo prospecting to renewal and expansion, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Global organizations use Outreach to power their revenue teams, including SAP, Siemens, Snowflake, ZoomInfo, and Verizon to name a few. To learn more, please visit . About the Team Customer Success at Outreach exists to drive measurable business outcomes by embedding Outreach into the core revenue workflows of our customers. We partner strategically across Sales, RevOps, Enablement, and Leadership teams to remove barriers to adoption, optimise performance, and support long term retention and growth. Our focus is not only customer satisfaction - it is operational impact. We align cross functional stakeholders internally and externally to ensure Outreach drives real business results. The Role At Outreach, Customer Success Managers are revenue accelerators and AI adoption drivers. As a CSM II, you are accountable for driving measurable customer outcomes, accelerating AI powered workflow adoption, and owning the retention strategy across your book of business. While Client Account Executives lead commercial negotiations, you ensure customers realise sustained value, embed Outreach deeply into their revenue processes, and position the account for long term growth. This is a high ownership, high impact role requiring strategic thinking, commercial awareness, and the ability to translate product usage into executive level business value. We value strategic thinking, curiosity, collaboration, and accountability in equal measure. Location: London (2 days per week in office) Your Daily Impact Drive Measurable Customer Outcomes Own outcome based success plans aligned to customer business objectives, renewal timelines, and long term growth strategy Translate customer goals into structured adoption and AI acceleration plans Identify and close value gaps early, ensuring adoption drives measurable business impact Embed renewal readiness into every engagement as a byproduct of demonstrated success Accelerate AI & Workflow Transformation Support customers in advancing their AI adoption maturity across their revenue workflows. Analyze Outreach AI usage and workflow performance to identify optimization and expansion opportunities Educate customers on evolving AI capabilities and proactively recommend adoption strategies Position AI driven efficiency gains in business terms such as pipeline velocity, win rates, rep productivity, and forecasting accuracy Own the Value Narrative Translate adoption, AI usage, and performance data into executive ready ROI stories Present quantified value metrics in Quarterly Business Reviews and strategic planning sessions Connect product usage to the metrics that matter to Sales Leaders, RevOps, and the C Suite Help customers articulate Outreach's impact internally to strengthen executive sponsorship Lead Proactive Retention Strategy Own the retention strategy across your book of business, partnering with the Client Account Executive to ensure renewal readiness and account growth Identify leading indicators of risk and define clear mitigation plans early Identify and thoughtfully explore expansion opportunities based on demonstrated value. Build and maintain multi threaded relationships (3-5+ stakeholders per account), mapping power and influence to reduce single thread risk and strengthen renewal and expansion strategy. Operate with High Ownership Take clear ownership of your accounts from onboarding through renewal and growth, ensuring alignment, continuity, and long term success. Proactively move initiatives forward while aligning stakeholders and maintaining shared clarity on next steps. Think strategically and act with purpose across multiple concurrent priorities Maintain disciplined account planning, forecasting hygiene, and internal alignment Collaborate Cross Functionally Partner with Professional Services on onboarding and value acceleration Partner with Sales on renewal and expansion strategy Provide structured feedback to Product, representing the voice of your book of business Coordinate internal resources to remove roadblocks and maximise customer experience Our Vision of You 3+ years of experience in Customer Success, Account Management, or a related SaaS role supporting complex software and business transformation Proven experience managing a book of 30-50 accounts while driving measurable adoption and retention outcomes Demonstrated ability to influence commercial outcomes without directly owning pricing Strong understanding of modern revenue processes, sales execution, or go to market strategies Experience presenting quantified business impact and ROI to senior stakeholders Data fluent: able to analyse usage metrics and translate insights into action plans Comfortable discussing AI driven workflows, automation, and performance optimisation Strong strategic and critical thinking skills Excellent prioritisation and time management in a fast paced environment High emotional intelligence and ability to build trust across all levels of an organisation Strong written and verbal communication skills, with the ability to tailor messaging to different audiences Self starter with a high sense of ownership and accountability Bachelor's degree or equivalent practical experience How EMEA CS Operates We communicate openly, early, and often We take ownership from start to finish We are proactive We build relationships at every level We think strategically and act with purpose We learn and adapt Why You'll Love It Here 25 days holiday + 8 bank holidays Outreach contributes with monthly contribution towards your pension Private medical care for employee and spouse/family with Program Health Plus Cash plan is offered through Medicash to help offset out of pocket medical related expenses Dental coverage Life insurance at 4x annual salary 16 weeks of annual top up maternity leave pay or 8 weeks of fully paid paternity leave A parental leave program that includes not just extended time off but options for a paid night nurse Opportunity to be part of company success via equity program Diversity and inclusion programs that promote employee resource groups like OWN+ (Outreach Women's Network), Adelante (Latinx community), OBX (Outreach Black Connection), Mosaic (AAPI community), Pride (LGBTQIA+), Gender+, Disability Community, and Veterans/Military Employee referral bonuses to encourage the addition of great new people to the team Our success is reliant on building teams that include people from different backgrounds and experiences who can elevate assumptions and ideas with fresh perspectives. We're dedicated to hiring the whole human, not just a resume. To that end, we look for a diverse pool of applicants including those from historically marginalized groups. We would like to invite you to apply even if you don't think you meet all of the requirements listed below. We don't want a few lines in a job description to get between us and the opportunity to meet you.
Feb 28, 2026
Full time
About Outreach Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. Outreach infuses agentic AI to power 100s of use cases across sales motions. From new logo prospecting to renewal and expansion, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Global organizations use Outreach to power their revenue teams, including SAP, Siemens, Snowflake, ZoomInfo, and Verizon to name a few. To learn more, please visit . About the Team Customer Success at Outreach exists to drive measurable business outcomes by embedding Outreach into the core revenue workflows of our customers. We partner strategically across Sales, RevOps, Enablement, and Leadership teams to remove barriers to adoption, optimise performance, and support long term retention and growth. Our focus is not only customer satisfaction - it is operational impact. We align cross functional stakeholders internally and externally to ensure Outreach drives real business results. The Role At Outreach, Customer Success Managers are revenue accelerators and AI adoption drivers. As a CSM II, you are accountable for driving measurable customer outcomes, accelerating AI powered workflow adoption, and owning the retention strategy across your book of business. While Client Account Executives lead commercial negotiations, you ensure customers realise sustained value, embed Outreach deeply into their revenue processes, and position the account for long term growth. This is a high ownership, high impact role requiring strategic thinking, commercial awareness, and the ability to translate product usage into executive level business value. We value strategic thinking, curiosity, collaboration, and accountability in equal measure. Location: London (2 days per week in office) Your Daily Impact Drive Measurable Customer Outcomes Own outcome based success plans aligned to customer business objectives, renewal timelines, and long term growth strategy Translate customer goals into structured adoption and AI acceleration plans Identify and close value gaps early, ensuring adoption drives measurable business impact Embed renewal readiness into every engagement as a byproduct of demonstrated success Accelerate AI & Workflow Transformation Support customers in advancing their AI adoption maturity across their revenue workflows. Analyze Outreach AI usage and workflow performance to identify optimization and expansion opportunities Educate customers on evolving AI capabilities and proactively recommend adoption strategies Position AI driven efficiency gains in business terms such as pipeline velocity, win rates, rep productivity, and forecasting accuracy Own the Value Narrative Translate adoption, AI usage, and performance data into executive ready ROI stories Present quantified value metrics in Quarterly Business Reviews and strategic planning sessions Connect product usage to the metrics that matter to Sales Leaders, RevOps, and the C Suite Help customers articulate Outreach's impact internally to strengthen executive sponsorship Lead Proactive Retention Strategy Own the retention strategy across your book of business, partnering with the Client Account Executive to ensure renewal readiness and account growth Identify leading indicators of risk and define clear mitigation plans early Identify and thoughtfully explore expansion opportunities based on demonstrated value. Build and maintain multi threaded relationships (3-5+ stakeholders per account), mapping power and influence to reduce single thread risk and strengthen renewal and expansion strategy. Operate with High Ownership Take clear ownership of your accounts from onboarding through renewal and growth, ensuring alignment, continuity, and long term success. Proactively move initiatives forward while aligning stakeholders and maintaining shared clarity on next steps. Think strategically and act with purpose across multiple concurrent priorities Maintain disciplined account planning, forecasting hygiene, and internal alignment Collaborate Cross Functionally Partner with Professional Services on onboarding and value acceleration Partner with Sales on renewal and expansion strategy Provide structured feedback to Product, representing the voice of your book of business Coordinate internal resources to remove roadblocks and maximise customer experience Our Vision of You 3+ years of experience in Customer Success, Account Management, or a related SaaS role supporting complex software and business transformation Proven experience managing a book of 30-50 accounts while driving measurable adoption and retention outcomes Demonstrated ability to influence commercial outcomes without directly owning pricing Strong understanding of modern revenue processes, sales execution, or go to market strategies Experience presenting quantified business impact and ROI to senior stakeholders Data fluent: able to analyse usage metrics and translate insights into action plans Comfortable discussing AI driven workflows, automation, and performance optimisation Strong strategic and critical thinking skills Excellent prioritisation and time management in a fast paced environment High emotional intelligence and ability to build trust across all levels of an organisation Strong written and verbal communication skills, with the ability to tailor messaging to different audiences Self starter with a high sense of ownership and accountability Bachelor's degree or equivalent practical experience How EMEA CS Operates We communicate openly, early, and often We take ownership from start to finish We are proactive We build relationships at every level We think strategically and act with purpose We learn and adapt Why You'll Love It Here 25 days holiday + 8 bank holidays Outreach contributes with monthly contribution towards your pension Private medical care for employee and spouse/family with Program Health Plus Cash plan is offered through Medicash to help offset out of pocket medical related expenses Dental coverage Life insurance at 4x annual salary 16 weeks of annual top up maternity leave pay or 8 weeks of fully paid paternity leave A parental leave program that includes not just extended time off but options for a paid night nurse Opportunity to be part of company success via equity program Diversity and inclusion programs that promote employee resource groups like OWN+ (Outreach Women's Network), Adelante (Latinx community), OBX (Outreach Black Connection), Mosaic (AAPI community), Pride (LGBTQIA+), Gender+, Disability Community, and Veterans/Military Employee referral bonuses to encourage the addition of great new people to the team Our success is reliant on building teams that include people from different backgrounds and experiences who can elevate assumptions and ideas with fresh perspectives. We're dedicated to hiring the whole human, not just a resume. To that end, we look for a diverse pool of applicants including those from historically marginalized groups. We would like to invite you to apply even if you don't think you meet all of the requirements listed below. We don't want a few lines in a job description to get between us and the opportunity to meet you.
Customer Success Manager (Fluent French Speaker) UK Remote & Travel At Dexory, we're redefining warehouse automation through AI, robotics and real-time data. As we rapidly scale to meet demand from leading global logistics and retail companies, we need a highly agile, resilient and strategic supply chain to support our growth. Our mission is to become the most dominant force in warehouse automation and that includes building world-class operational infrastructure behind the scenes. Role As a French speaking Customer Success Manager (CSM), you will be instrumental in ensuring our customers derive maximum value from our platform,DexoryView. You will act as a strategic advisor and relationship manager for a portfolio of key clients, helping them onboard successfully, adopt the platform fully, and achieve measurable business outcomes. Your commercial insight, customer-first mindset, and ability to drive long-term relationships will be essential in delivering ROI and expanding account value over time. This role includes regular travel to client sites across the UK and Europe. You'll engage stakeholders across warehouse, operations, and leadership teams to interpret insights generated by DexoryView, helping teams unlock the full value of their data. You'll provide training, implementation guidance, and business context to ensure successful outcomes across entire organisations. Responsibilities Lead customer onboarding, acting as the primary point of contact to ensure a smooth and value-driven implementation process. Develop strong, trusted relationships with key stakeholders at all levels, understanding their strategic goals and aligning DexoryView's capabilities accordingly. Deliver customer training and workshops onsite and virtually, ensuring teams are confident using the platform and fully understand its benefits. Create and manage Success Plans for customers, mapping business goals to platform usage, with clear KPIs and milestones. Monitor account health through usage data, feedback, and engagement signals to proactively address risks and drive retention. Own customer renewals and upsell opportunities, identifying ways to expand usage and advocate for new features that meet evolving needs. Collaborate with Sales, Product, and Engineering teams to ensure the customer voice is represented and customer outcomes are delivered. Gather and report customer feedback, using insights to shape ongoing product development and customer enablement strategies. About you Proven experience in aCustomer Success, Solutions Engineer, or Commercial post-sales role, ideally within a SaaS or data-driven technology company. Strong commercial acumen with a track record ofdriving renewals, expansions, and long-term account growth. Excellent communication and presentation skills, capable of engaging technical and non-technical stakeholders. Comfort working withdata-driven insights- able to interpret and explain high-level warehouse or operational metrics and trends. Experience in deliveringonboarding, training, and customer-facing workshops, both in person and virtually. Highly proactive, organised, and able to manage multiple client relationships and priorities simultaneously. Willingness totravel frequently across the UK and Europe to support client relationships (estimated 1+ day/week). Work comfortably with dashboards and back-end systems to track usage trends, guide data-driven conversations, and assist customers in interpreting operational insights, fixing deployment issues, trouble shooting problems. Operating Principles Performance:High standards, outstanding results, Commitment:All in, every time One team:One mission, shared success Joining our team and company isn't just about expertise; it's about embracing uncertainty with ambition. We're crafting world-changing solutions, fueled by a passion to redefine what's possible. We will look for you to help create and shape the future of logistics solutions through our products, our culture and our shared vision. Benefits Private healthcare via Bupa with 24/7 medical helpline Life insurance Income protection Pension: 4+% employee with option to opt into salary exchange, 5% employer Employee Assistance Programme - mental wellbeing, financial and legal advice/support 25 holidays per year Full meals onsite in Wallingford Fun team events on and offsite, snacks of all kinds in the office AAP/EEO Statement Dexory provides equal employment opportunities to all employees and applicants for employment. It prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, or any other characteristic protected by local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Please note: We are unable to provide sponsorship or relocation for this role.
Feb 28, 2026
Full time
Customer Success Manager (Fluent French Speaker) UK Remote & Travel At Dexory, we're redefining warehouse automation through AI, robotics and real-time data. As we rapidly scale to meet demand from leading global logistics and retail companies, we need a highly agile, resilient and strategic supply chain to support our growth. Our mission is to become the most dominant force in warehouse automation and that includes building world-class operational infrastructure behind the scenes. Role As a French speaking Customer Success Manager (CSM), you will be instrumental in ensuring our customers derive maximum value from our platform,DexoryView. You will act as a strategic advisor and relationship manager for a portfolio of key clients, helping them onboard successfully, adopt the platform fully, and achieve measurable business outcomes. Your commercial insight, customer-first mindset, and ability to drive long-term relationships will be essential in delivering ROI and expanding account value over time. This role includes regular travel to client sites across the UK and Europe. You'll engage stakeholders across warehouse, operations, and leadership teams to interpret insights generated by DexoryView, helping teams unlock the full value of their data. You'll provide training, implementation guidance, and business context to ensure successful outcomes across entire organisations. Responsibilities Lead customer onboarding, acting as the primary point of contact to ensure a smooth and value-driven implementation process. Develop strong, trusted relationships with key stakeholders at all levels, understanding their strategic goals and aligning DexoryView's capabilities accordingly. Deliver customer training and workshops onsite and virtually, ensuring teams are confident using the platform and fully understand its benefits. Create and manage Success Plans for customers, mapping business goals to platform usage, with clear KPIs and milestones. Monitor account health through usage data, feedback, and engagement signals to proactively address risks and drive retention. Own customer renewals and upsell opportunities, identifying ways to expand usage and advocate for new features that meet evolving needs. Collaborate with Sales, Product, and Engineering teams to ensure the customer voice is represented and customer outcomes are delivered. Gather and report customer feedback, using insights to shape ongoing product development and customer enablement strategies. About you Proven experience in aCustomer Success, Solutions Engineer, or Commercial post-sales role, ideally within a SaaS or data-driven technology company. Strong commercial acumen with a track record ofdriving renewals, expansions, and long-term account growth. Excellent communication and presentation skills, capable of engaging technical and non-technical stakeholders. Comfort working withdata-driven insights- able to interpret and explain high-level warehouse or operational metrics and trends. Experience in deliveringonboarding, training, and customer-facing workshops, both in person and virtually. Highly proactive, organised, and able to manage multiple client relationships and priorities simultaneously. Willingness totravel frequently across the UK and Europe to support client relationships (estimated 1+ day/week). Work comfortably with dashboards and back-end systems to track usage trends, guide data-driven conversations, and assist customers in interpreting operational insights, fixing deployment issues, trouble shooting problems. Operating Principles Performance:High standards, outstanding results, Commitment:All in, every time One team:One mission, shared success Joining our team and company isn't just about expertise; it's about embracing uncertainty with ambition. We're crafting world-changing solutions, fueled by a passion to redefine what's possible. We will look for you to help create and shape the future of logistics solutions through our products, our culture and our shared vision. Benefits Private healthcare via Bupa with 24/7 medical helpline Life insurance Income protection Pension: 4+% employee with option to opt into salary exchange, 5% employer Employee Assistance Programme - mental wellbeing, financial and legal advice/support 25 holidays per year Full meals onsite in Wallingford Fun team events on and offsite, snacks of all kinds in the office AAP/EEO Statement Dexory provides equal employment opportunities to all employees and applicants for employment. It prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, or any other characteristic protected by local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Please note: We are unable to provide sponsorship or relocation for this role.
At Vanta, our mission is to help businesses earn and prove trust. We believe that security should be monitored and verified continuously, and we empower companies to practice better security and prove it with ease. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. As the Manager, Customer Success, you will lead a team of growth Customer Success Managers to deliver successful onboarding, healthy adoption, advocacy and retention in Vanta's rapidly expanding customer base. You will develop a high-performing team of CSMs who are customer value-focused and results-driven. You will be responsible for influencing the design of our growth CS strategy, developing a repeatable methodology to guide our customers in using Vanta as the foundation of their modern GRC program. Partnering closely with Sales, Product and Marketing leaders to represent your team and customers will be key to success in this role. You will be at the forefront of delivering Vanta's GRC value and a key leader in executing our downmarket strategy. What you'll do as a Manager, Customer Success at Vanta: Hire, mentor and develop a team of expert CSMs and a culture of customer centricity, high performance and accountability Influence strategy and design of the customer success methodology, including implementation, adoption, customer value and risk management Define strategies and coach your team to achieve KPIs, including revenue retention and customer health Through coaching your team, drive adoption of effective portfolio prioritisation, success planning, risk management and expansion identification. Develop enablement programs that ensure your team members are experts in Vanta's products, our space and CSM skills Partner closely with cross-functional teams, including revenue operations, product, marketing, sales, recruiting and more Thrive in a fast-paced startup environment and contribute to transformational change How to be successful in this role: 5+ years of experience leading customer-facing teams, preferably in Customer Success or Account Management A passion for team development, including the ability to define onboarding and ongoing enablement programs that result in career growth for your team Experience managing customers at scale with complex product requirements and multiple levels of stakeholders A proven track record of establishing executive-level relationships, navigating issues and escalations and balancing the needs of both the customer and the business Strong critical thinking and clear communication skills Demonstrate a history of making decisions using frameworks and backed by data Thrive in a fast-paced environment and can effectively lead teams through change Have a deep curiosity about emerging technologies and an enthusiasm for cybersecurity A natural affinity for problem-solving, and an enthusiasm for making a large impact early on at a start-up Open to using AI to amplify their skills and strengthen their work - demonstrating curiosity, a willingness to learn, and sound judgment in applying AI responsibly to improve efficiency and impact What you can expect as a Vanta'n: Industry-competitive salary and equity 100% covered medical, dental, and vision benefits with dependents coverage 16 weeks paid Parental Leave for all new parents Health & wellness stipend Remote workspace, internet, and mobile phone stipend Commuter benefits for team members who attend the office Pension matching 25 days of Annual Leave per year and unlimited sick time 8 company-paid holidays Virtual team building activities, lunch and learns, and other company-wide events! Offices in SF, NYC, London, Dublin, Tel Aviv, and Sydney At Vanta, we are committed to hiring diverse talent of different backgrounds and as such, it is important to us to provide an inclusive work environment for all. We do not discriminate on the basis of race, gender identity, age, religion, sexual orientation, veteran or disability status, or any other protected class. As an equal opportunity employer, we encourage and welcome people of all backgrounds to apply. About Vanta We started in 2018, in the wake of several high-profile data breaches. Online security was only becoming more important, but we knew firsthand how hard it could be for fast-growing companies to invest the time and manpower it takes to build a solid security foundation. Vanta was inspired by a vision to restore trust in internet businesses by enabling companies to improve and prove their security. From our early days automating security monitoring for compliance standards like SOC 2, HIPAA and ISO 27001 to creating the world's leading Trust Management Platform, our vision remains unchanged. Now more than ever, making security continuous-not just a point-in-time check- is essential. Thousands of companies rely on Vanta to build, maintain and demonstrate their trust- all in a way that's real-time and transparent.
Feb 27, 2026
Full time
At Vanta, our mission is to help businesses earn and prove trust. We believe that security should be monitored and verified continuously, and we empower companies to practice better security and prove it with ease. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. As the Manager, Customer Success, you will lead a team of growth Customer Success Managers to deliver successful onboarding, healthy adoption, advocacy and retention in Vanta's rapidly expanding customer base. You will develop a high-performing team of CSMs who are customer value-focused and results-driven. You will be responsible for influencing the design of our growth CS strategy, developing a repeatable methodology to guide our customers in using Vanta as the foundation of their modern GRC program. Partnering closely with Sales, Product and Marketing leaders to represent your team and customers will be key to success in this role. You will be at the forefront of delivering Vanta's GRC value and a key leader in executing our downmarket strategy. What you'll do as a Manager, Customer Success at Vanta: Hire, mentor and develop a team of expert CSMs and a culture of customer centricity, high performance and accountability Influence strategy and design of the customer success methodology, including implementation, adoption, customer value and risk management Define strategies and coach your team to achieve KPIs, including revenue retention and customer health Through coaching your team, drive adoption of effective portfolio prioritisation, success planning, risk management and expansion identification. Develop enablement programs that ensure your team members are experts in Vanta's products, our space and CSM skills Partner closely with cross-functional teams, including revenue operations, product, marketing, sales, recruiting and more Thrive in a fast-paced startup environment and contribute to transformational change How to be successful in this role: 5+ years of experience leading customer-facing teams, preferably in Customer Success or Account Management A passion for team development, including the ability to define onboarding and ongoing enablement programs that result in career growth for your team Experience managing customers at scale with complex product requirements and multiple levels of stakeholders A proven track record of establishing executive-level relationships, navigating issues and escalations and balancing the needs of both the customer and the business Strong critical thinking and clear communication skills Demonstrate a history of making decisions using frameworks and backed by data Thrive in a fast-paced environment and can effectively lead teams through change Have a deep curiosity about emerging technologies and an enthusiasm for cybersecurity A natural affinity for problem-solving, and an enthusiasm for making a large impact early on at a start-up Open to using AI to amplify their skills and strengthen their work - demonstrating curiosity, a willingness to learn, and sound judgment in applying AI responsibly to improve efficiency and impact What you can expect as a Vanta'n: Industry-competitive salary and equity 100% covered medical, dental, and vision benefits with dependents coverage 16 weeks paid Parental Leave for all new parents Health & wellness stipend Remote workspace, internet, and mobile phone stipend Commuter benefits for team members who attend the office Pension matching 25 days of Annual Leave per year and unlimited sick time 8 company-paid holidays Virtual team building activities, lunch and learns, and other company-wide events! Offices in SF, NYC, London, Dublin, Tel Aviv, and Sydney At Vanta, we are committed to hiring diverse talent of different backgrounds and as such, it is important to us to provide an inclusive work environment for all. We do not discriminate on the basis of race, gender identity, age, religion, sexual orientation, veteran or disability status, or any other protected class. As an equal opportunity employer, we encourage and welcome people of all backgrounds to apply. About Vanta We started in 2018, in the wake of several high-profile data breaches. Online security was only becoming more important, but we knew firsthand how hard it could be for fast-growing companies to invest the time and manpower it takes to build a solid security foundation. Vanta was inspired by a vision to restore trust in internet businesses by enabling companies to improve and prove their security. From our early days automating security monitoring for compliance standards like SOC 2, HIPAA and ISO 27001 to creating the world's leading Trust Management Platform, our vision remains unchanged. Now more than ever, making security continuous-not just a point-in-time check- is essential. Thousands of companies rely on Vanta to build, maintain and demonstrate their trust- all in a way that's real-time and transparent.
Strategic Customer Success Manager Department: Customer Success Employment Type: Full Time Location: London - UK Description Shape the Future of Work with Eptura At Eptura, we're not just another tech company-we're a global leader transforming the way people, workplaces, and assets connect. Our innovative worktech solutions empower 25 million users across 115 countries to thrive in a digitally connected world. Trusted by 45% of Fortune 500 companies, we're redefining workplace innovation and driving success for organizations around the globe. Job Description As a Strategic Customer Success Manager (CSM), you will be the trusted, executive facing partner for a portfolio of Eptura's most strategic customers. You will own the post sale relationship end to end, with accountability for value realisation, long term adoption, retention, and growth. This is not a reactive or relationship only role. Strategic CSMs at Eptura operate within a highly structured Customer Success Rhythm, combining strong executive presence with operational rigor. You will lead complex customer relationships, proactively manage risk, and coordinate cross functional teams to ensure our customers consistently achieve measurable outcomes from their investment in Eptura. You will partner closely with Sales, Renewals, Support, Professional Services, Product, and Customer Marketing, acting as the central point of orchestration and the first escalation point for your accounts. Responsibilities Manage a portfolio of approximately 10-14 strategic accounts, developing deep knowledge of each customer's business, objectives, stakeholders, and success criteria. Serve as the primary post sale owner for assigned accounts, accountable for overall customer health, retention, and growth. Build strong, multi threaded relationships with customer stakeholders, including senior and executive leaders, and effectively navigate difficult or high stakes conversations when required. Own and consistently execute Eptura's Strategic Customer Success Rhythm, including: Regular Cadence customer meetings Executive facing Success Plans as living documents Quarterly Executive Business Reviews Growth and Risk Signals Ensure all success activities, plans, decks, notes, and actions are accurately logged and maintained in our CS CRM. Partner with customers to define, track, and measure business outcomes, ROI, and value realisation from Eptura solutions. Drive product adoption and expansion by aligning Eptura capabilities to customer goals, initiatives, and evolving needs. Identify and communicate opportunities for cross sell, upsell, and broader platform adoption, in partnership with Sales and Account Executives. Proactively monitor customer health, engagement, and risk signals to identify potential churn or underperformance early. Be a facilitator in escalations in line with Eptura's formal escalation framework, coordinating Support, Product, Professional Services, Renewals, and leadership as required. Develop and execute Get to Green plans for at risk accounts, keeping internal stakeholders and leadership informed throughout. Work closely with Account Executives and Renewal Specialists to support renewals, forecasting accuracy, and long term account strategy. Effectively assemble and lead cross functional account teams to deliver outcomes and resolve complex customer challenges. Ensure accurate forecasting, renewal intent, and account status are maintained in our CS CRM. Maintain a high standard of operational discipline across all systems, ensuring clear visibility into account health, risks, and opportunities. Identify patterns and recurring themes across your accounts to inform product feedback, enablement needs, and Customer Success improvements. Actively contribute to global Customer Success initiatives, enablement programs, success storytelling, and continuous improvement efforts across the CS organisation. About you Customers consistently realising measurable value and outcomes from Eptura solutions Strong net retention, renewal performance, and account growth Predictable execution of the Strategic Customer Success Rhythm Clear, executive level communication-internally and externally Are deeply customer centric and focused on long term partnership and value, not short term tasks Have proven experience managing a strategic book of business in Customer Success Bring strong executive presence and are comfortable engaging, challenging, and influencing senior customer stakeholders Balance relationship building with structured, data driven execution Are comfortable with change and enjoy adopting new processes, tools, and ways of working Think strategically, but execute operationally with consistency and attention to detail Strong understanding of Customer Success as a discipline, including retention, growth, adoption, and value realisation Demonstrated experience with CS platforms and data sources such as Planhat, Gainsight, Totango, ChurnZero, and Salesforce Solid grasp of Customer Success metrics including Net Retention, Gross Retention, NPS, and Health Scores Excellent analytical skills, including strong Excel capabilities Experience working in B2B SaaS or enterprise software environments French and/or German language skills are a plus. Benefits 25 Days Holiday Additional Company Holidays throughout year Contributory Pension Life Insurance (DIS) Flexible Work Options Eptura Information Follow us on Twitter LinkedIn Facebook YouTube Eptura is an Equal Opportunity Employer. At Eptura we promote our flexible workspace environment, free from discrimination. We believe that diversity of experience, perspective, and background leads to a better environment for all our people and a better product for our customers. Everyone is welcome at Eptura, no matter where you are from, and the more diverse we are, the more unified we will be in ensuring respectful connections all around the world.
Feb 18, 2026
Full time
Strategic Customer Success Manager Department: Customer Success Employment Type: Full Time Location: London - UK Description Shape the Future of Work with Eptura At Eptura, we're not just another tech company-we're a global leader transforming the way people, workplaces, and assets connect. Our innovative worktech solutions empower 25 million users across 115 countries to thrive in a digitally connected world. Trusted by 45% of Fortune 500 companies, we're redefining workplace innovation and driving success for organizations around the globe. Job Description As a Strategic Customer Success Manager (CSM), you will be the trusted, executive facing partner for a portfolio of Eptura's most strategic customers. You will own the post sale relationship end to end, with accountability for value realisation, long term adoption, retention, and growth. This is not a reactive or relationship only role. Strategic CSMs at Eptura operate within a highly structured Customer Success Rhythm, combining strong executive presence with operational rigor. You will lead complex customer relationships, proactively manage risk, and coordinate cross functional teams to ensure our customers consistently achieve measurable outcomes from their investment in Eptura. You will partner closely with Sales, Renewals, Support, Professional Services, Product, and Customer Marketing, acting as the central point of orchestration and the first escalation point for your accounts. Responsibilities Manage a portfolio of approximately 10-14 strategic accounts, developing deep knowledge of each customer's business, objectives, stakeholders, and success criteria. Serve as the primary post sale owner for assigned accounts, accountable for overall customer health, retention, and growth. Build strong, multi threaded relationships with customer stakeholders, including senior and executive leaders, and effectively navigate difficult or high stakes conversations when required. Own and consistently execute Eptura's Strategic Customer Success Rhythm, including: Regular Cadence customer meetings Executive facing Success Plans as living documents Quarterly Executive Business Reviews Growth and Risk Signals Ensure all success activities, plans, decks, notes, and actions are accurately logged and maintained in our CS CRM. Partner with customers to define, track, and measure business outcomes, ROI, and value realisation from Eptura solutions. Drive product adoption and expansion by aligning Eptura capabilities to customer goals, initiatives, and evolving needs. Identify and communicate opportunities for cross sell, upsell, and broader platform adoption, in partnership with Sales and Account Executives. Proactively monitor customer health, engagement, and risk signals to identify potential churn or underperformance early. Be a facilitator in escalations in line with Eptura's formal escalation framework, coordinating Support, Product, Professional Services, Renewals, and leadership as required. Develop and execute Get to Green plans for at risk accounts, keeping internal stakeholders and leadership informed throughout. Work closely with Account Executives and Renewal Specialists to support renewals, forecasting accuracy, and long term account strategy. Effectively assemble and lead cross functional account teams to deliver outcomes and resolve complex customer challenges. Ensure accurate forecasting, renewal intent, and account status are maintained in our CS CRM. Maintain a high standard of operational discipline across all systems, ensuring clear visibility into account health, risks, and opportunities. Identify patterns and recurring themes across your accounts to inform product feedback, enablement needs, and Customer Success improvements. Actively contribute to global Customer Success initiatives, enablement programs, success storytelling, and continuous improvement efforts across the CS organisation. About you Customers consistently realising measurable value and outcomes from Eptura solutions Strong net retention, renewal performance, and account growth Predictable execution of the Strategic Customer Success Rhythm Clear, executive level communication-internally and externally Are deeply customer centric and focused on long term partnership and value, not short term tasks Have proven experience managing a strategic book of business in Customer Success Bring strong executive presence and are comfortable engaging, challenging, and influencing senior customer stakeholders Balance relationship building with structured, data driven execution Are comfortable with change and enjoy adopting new processes, tools, and ways of working Think strategically, but execute operationally with consistency and attention to detail Strong understanding of Customer Success as a discipline, including retention, growth, adoption, and value realisation Demonstrated experience with CS platforms and data sources such as Planhat, Gainsight, Totango, ChurnZero, and Salesforce Solid grasp of Customer Success metrics including Net Retention, Gross Retention, NPS, and Health Scores Excellent analytical skills, including strong Excel capabilities Experience working in B2B SaaS or enterprise software environments French and/or German language skills are a plus. Benefits 25 Days Holiday Additional Company Holidays throughout year Contributory Pension Life Insurance (DIS) Flexible Work Options Eptura Information Follow us on Twitter LinkedIn Facebook YouTube Eptura is an Equal Opportunity Employer. At Eptura we promote our flexible workspace environment, free from discrimination. We believe that diversity of experience, perspective, and background leads to a better environment for all our people and a better product for our customers. Everyone is welcome at Eptura, no matter where you are from, and the more diverse we are, the more unified we will be in ensuring respectful connections all around the world.
About AvePoint: Beyond Secure. AvePoint is the global leader in data security, governance, and resilience, going beyond traditional solutions to ensure a robust data foundation and enable organizations everywhere to collaborate with confidence. Over 25,000 customers worldwide rely on the AvePoint Confidence Platform to prepare, secure, and optimize their critical data across Microsoft, Google, Salesforce, and other collaboration environments. AvePoint's global channel partner program includes approximately 5,000 managed service providers, value-added resellers, and systems integrators, with our solutions available in more than 100 cloud marketplaces. To learn more, visit . At AvePoint, we are committed to investing in our people. Agility, passion and teamwork set us up to do our best work and foster a culture where you are empowered to craft your career, make an impact, and own (y)our future. Unleash the power of you! About the position: The Customer Success Manager (CSM) will be responsible for generating repeatable strategy of technology adoption for AvePoint customers. You must be able to understand the full sales cycle from both a sales and technical strategy perspective to liaise between internal and external stakeholders, such as customers, account managers and technical support engineers. Key responsibilities: Developing success plans for accounts by creating metrics to support product on-boarding, product adoption as well as customer retention and satisfaction goals Developing and maintaining long-term relationships with enterprise-level accounts; coordinating support efforts and organizing solution delivery whilst establishing and owning a trusted advisor relationship with your customers Maintaining customer technical account portfolio to provide technical guidance and recommendation Aligning AvePoint's product line to provide a comprehensive solution that satisfies the customer's business needs Deliver exceptional service to your aligned accounts and stakeholders to drive continuous improvement for NPS Work closely with aligned Account Executives (and the wide virtual account team) to understand the short-term and long-term sales strategies to identify key areas to drive customer success through product adoption and satisfaction Support existing customers through contract renewal cycles and working sales teams to execute renewals Identifying and understanding a customer's adoption status and support history throughout the post sales cycle; determining how to incorporate these elements into the overall customer success strategy Pursuing strategy of goal attainment to rectify any hurdles and steer client towards success Becoming an expert in the features and benefits of our applications Plan and execute onsite visits to customer locations, as needed, to establish deep understanding of their challenges and goals by executing executive business reviews for clients OK, I'm interested is this the job for me? We look for people who value agility, passion and teamwork; those who can bring fresh ideas to the table and want the opportunity to learn, grow, and expand their careers. Bring your aptitude and build upon what you do best for our customers, partners, team, and you. What you will bring to our team: 3+ years of experience in either a customer success, technical consulting, technical account management or technical business analysis role. Proven track record in strategic customer engagement, solution adoption, and retention experience Excellent written/verbal communication, organization, presentation, and project management skills Proven ability to learn and adapt in a fast paced environment Strong experience in communicating with executive level stakeholders and decision makers, both internally and externally Advanced ability to understand business objectives through requirements gathering and analysis Ability to prioritise tasks based on urgency and importance a must have. Knowledge in the following technical areas are a plus: Understanding of Microsoft 365 ecosystem and/or other cloud platforms such as Google and AWS. Experience in cyber security, data and information lifecycle management Microsoft or other technical certifications AvePoint is proud to employ talent from many different backgrounds, experiences, and identities. We believe that diversity and inclusion drives our success and is at the core of how we hire, communicate, and collaborate to deliver value and excellence. We are committed to fostering an environment where people can bring their whole selves to work and feel a sense of belonging, and we continue to work toward creating a workforce that represents the diversity of our customers and communities. Any personal data you share with us during the application process will be processed strictly in compliance with applicable data protection laws and our Privacy Notice.
Feb 15, 2026
Full time
About AvePoint: Beyond Secure. AvePoint is the global leader in data security, governance, and resilience, going beyond traditional solutions to ensure a robust data foundation and enable organizations everywhere to collaborate with confidence. Over 25,000 customers worldwide rely on the AvePoint Confidence Platform to prepare, secure, and optimize their critical data across Microsoft, Google, Salesforce, and other collaboration environments. AvePoint's global channel partner program includes approximately 5,000 managed service providers, value-added resellers, and systems integrators, with our solutions available in more than 100 cloud marketplaces. To learn more, visit . At AvePoint, we are committed to investing in our people. Agility, passion and teamwork set us up to do our best work and foster a culture where you are empowered to craft your career, make an impact, and own (y)our future. Unleash the power of you! About the position: The Customer Success Manager (CSM) will be responsible for generating repeatable strategy of technology adoption for AvePoint customers. You must be able to understand the full sales cycle from both a sales and technical strategy perspective to liaise between internal and external stakeholders, such as customers, account managers and technical support engineers. Key responsibilities: Developing success plans for accounts by creating metrics to support product on-boarding, product adoption as well as customer retention and satisfaction goals Developing and maintaining long-term relationships with enterprise-level accounts; coordinating support efforts and organizing solution delivery whilst establishing and owning a trusted advisor relationship with your customers Maintaining customer technical account portfolio to provide technical guidance and recommendation Aligning AvePoint's product line to provide a comprehensive solution that satisfies the customer's business needs Deliver exceptional service to your aligned accounts and stakeholders to drive continuous improvement for NPS Work closely with aligned Account Executives (and the wide virtual account team) to understand the short-term and long-term sales strategies to identify key areas to drive customer success through product adoption and satisfaction Support existing customers through contract renewal cycles and working sales teams to execute renewals Identifying and understanding a customer's adoption status and support history throughout the post sales cycle; determining how to incorporate these elements into the overall customer success strategy Pursuing strategy of goal attainment to rectify any hurdles and steer client towards success Becoming an expert in the features and benefits of our applications Plan and execute onsite visits to customer locations, as needed, to establish deep understanding of their challenges and goals by executing executive business reviews for clients OK, I'm interested is this the job for me? We look for people who value agility, passion and teamwork; those who can bring fresh ideas to the table and want the opportunity to learn, grow, and expand their careers. Bring your aptitude and build upon what you do best for our customers, partners, team, and you. What you will bring to our team: 3+ years of experience in either a customer success, technical consulting, technical account management or technical business analysis role. Proven track record in strategic customer engagement, solution adoption, and retention experience Excellent written/verbal communication, organization, presentation, and project management skills Proven ability to learn and adapt in a fast paced environment Strong experience in communicating with executive level stakeholders and decision makers, both internally and externally Advanced ability to understand business objectives through requirements gathering and analysis Ability to prioritise tasks based on urgency and importance a must have. Knowledge in the following technical areas are a plus: Understanding of Microsoft 365 ecosystem and/or other cloud platforms such as Google and AWS. Experience in cyber security, data and information lifecycle management Microsoft or other technical certifications AvePoint is proud to employ talent from many different backgrounds, experiences, and identities. We believe that diversity and inclusion drives our success and is at the core of how we hire, communicate, and collaborate to deliver value and excellence. We are committed to fostering an environment where people can bring their whole selves to work and feel a sense of belonging, and we continue to work toward creating a workforce that represents the diversity of our customers and communities. Any personal data you share with us during the application process will be processed strictly in compliance with applicable data protection laws and our Privacy Notice.
Location This role is based in London About the Department Customer Success Managers, Account Executives, Business Development Representatives, Solution Engineers, and Sales Operations - all working together help our customers secure and accelerate their business. CSMs fulfill hereby the function of the trusted advisor by helping the customer to adopt their products based on established best practices in Cybersecurity and Caching. The sales team at Cloudflare helps customers solve real, technical problems while creating the revenue streams that help the company provide free service to millions in our global community. One concrete example is Project Galileo, through which Cloudflare provides free cybersecurity services to organizations supporting the arts, human rights, journalism, and democracy. About your role You will be responsible for ensuring the success of Cloudflare's Enterprise customers and managing their post sale experience. You will act as the primary point of contact for Cloudflare customers and will be "the face of the business." You will own your book of business and will be responsible for delivering results on KPIs including revenue retention. You will meet with customers regularly to help them generate value from their partnership with Cloudflare. These conversations may happen in person or via video conference. Whatever works for you and your customer base. Cloudflare delivers cutting edge products and services, iterates super quickly based on customer needs. Hence, change is constant and so is the opportunity for you to influence with your field knowledge and improve our business if that is what you want to do. You will maintain a deep understanding of Cloudflare's solutions so that you can lead value added customer conversations, understand customer's needs, and communicate these needs back to internal teams. So it's pretty hands on and allows you to develop really tangible skills that provide concrete value right now. You will act as an internal escalation point for customer requests including: technical questions, contract questions, and other account related questions. You will advocate for customers internally and balance the needs of the customer with the business needs of Cloudflare. To succeed you will need to: Build strong relationships with customers (primarily via remote conversations) Build strong relationships with internal stakeholders Manage a complex book of business with many tasks and competing priorities Manage your time effectively to ensure that you are working on high priority items Have poise and executive presence, and be comfortable presenting to C level executives Demonstrate a high degree of empathy for customer requests Escalate effectively with internal teams Travel requirement: Less than 30% travel Desirable skills, knowledge and experience Fluent in English & Russian, Ukrainian, or Hebrew 5+ years of work experience 5+ years of direct functional experience: In Customer Success, Account Management, or other post sales customer facing role With territory ownership, portfolio management, and account planning Serving with Enterprise customers Working in a B2B Enterprise SaaS businesses Experience in networking, security, and / or edge computation & storage is a plus Must be extremely well organized and able to prioritize, multi task, problem solve, and perform under pressure Must have strong interpersonal and web communication skills Must have experience with customer meetings and be at ease in problem solving Must have experience with customer negotiations and handling difficult customer conversations Must demonstrate empathy for internal and external stakeholders and have a high EQ Must be curious and a self starter Must have a demonstrated ability to learn on the job and come up to speed quickly Bachelor's degree or equivalent experience; Master's degree is a plus What Makes Cloudflare Special? Project Galileo : Since 2014, we've equipped more than 2,400 journalism and civil society organizations in 111 countries with powerful tools to defend themselves against attacks that would otherwise censor their work, technology already used by Cloudflare's enterprise customers - at no cost. Athenian Project : In 2017, we created the Athenian Project to ensure that state and local governments have the highest level of protection and reliability for free, so that their constituents have access to election information and voter registration. Since the project, we've provided services to more than 425 local government election websites in 33 states. 1.1.1.1 : We released 1.1.1.1 to help fix the foundation of the Internet by building a faster, more secure and privacy centric public DNS resolver. This is available publicly for everyone to use - it is the first consumer focused service Cloudflare has ever released. Here's the deal - we don't store client IP addresses ever, ever. We will continue to abide by our privacy commitment and ensure that no user data is sold to advertisers or used to target consumers. Additional Information This position may require access to information protected under U.S. export control laws, including the U.S. Export Administration Regulations. Please note that any offer of employment may be conditioned on your authorization to receive software or technology controlled under these U.S. export laws without sponsorship for an export license. Equal Opportunity Employer Cloudflare is proud to be an equal opportunity employer. We are committed to providing equal employment opportunity for all people and place great value in both diversity and inclusiveness. All qualified applicants will be considered for employment without regard to their, or any other person's, perceived or actual race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship, age, physical or mental disability, medical condition, family care status, or any other basis protected by law. We are an AA/Veterans/Disabled Employer. Cloudflare provides reasonable accommodations to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job. Examples of reasonable accommodations include, but are not limited to, changing the application process, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you require a reasonable accommodation to apply for a job, please contact us via e mail at or via mail at 101 Townsend St. San Francisco, CA 94107.
Feb 15, 2026
Full time
Location This role is based in London About the Department Customer Success Managers, Account Executives, Business Development Representatives, Solution Engineers, and Sales Operations - all working together help our customers secure and accelerate their business. CSMs fulfill hereby the function of the trusted advisor by helping the customer to adopt their products based on established best practices in Cybersecurity and Caching. The sales team at Cloudflare helps customers solve real, technical problems while creating the revenue streams that help the company provide free service to millions in our global community. One concrete example is Project Galileo, through which Cloudflare provides free cybersecurity services to organizations supporting the arts, human rights, journalism, and democracy. About your role You will be responsible for ensuring the success of Cloudflare's Enterprise customers and managing their post sale experience. You will act as the primary point of contact for Cloudflare customers and will be "the face of the business." You will own your book of business and will be responsible for delivering results on KPIs including revenue retention. You will meet with customers regularly to help them generate value from their partnership with Cloudflare. These conversations may happen in person or via video conference. Whatever works for you and your customer base. Cloudflare delivers cutting edge products and services, iterates super quickly based on customer needs. Hence, change is constant and so is the opportunity for you to influence with your field knowledge and improve our business if that is what you want to do. You will maintain a deep understanding of Cloudflare's solutions so that you can lead value added customer conversations, understand customer's needs, and communicate these needs back to internal teams. So it's pretty hands on and allows you to develop really tangible skills that provide concrete value right now. You will act as an internal escalation point for customer requests including: technical questions, contract questions, and other account related questions. You will advocate for customers internally and balance the needs of the customer with the business needs of Cloudflare. To succeed you will need to: Build strong relationships with customers (primarily via remote conversations) Build strong relationships with internal stakeholders Manage a complex book of business with many tasks and competing priorities Manage your time effectively to ensure that you are working on high priority items Have poise and executive presence, and be comfortable presenting to C level executives Demonstrate a high degree of empathy for customer requests Escalate effectively with internal teams Travel requirement: Less than 30% travel Desirable skills, knowledge and experience Fluent in English & Russian, Ukrainian, or Hebrew 5+ years of work experience 5+ years of direct functional experience: In Customer Success, Account Management, or other post sales customer facing role With territory ownership, portfolio management, and account planning Serving with Enterprise customers Working in a B2B Enterprise SaaS businesses Experience in networking, security, and / or edge computation & storage is a plus Must be extremely well organized and able to prioritize, multi task, problem solve, and perform under pressure Must have strong interpersonal and web communication skills Must have experience with customer meetings and be at ease in problem solving Must have experience with customer negotiations and handling difficult customer conversations Must demonstrate empathy for internal and external stakeholders and have a high EQ Must be curious and a self starter Must have a demonstrated ability to learn on the job and come up to speed quickly Bachelor's degree or equivalent experience; Master's degree is a plus What Makes Cloudflare Special? Project Galileo : Since 2014, we've equipped more than 2,400 journalism and civil society organizations in 111 countries with powerful tools to defend themselves against attacks that would otherwise censor their work, technology already used by Cloudflare's enterprise customers - at no cost. Athenian Project : In 2017, we created the Athenian Project to ensure that state and local governments have the highest level of protection and reliability for free, so that their constituents have access to election information and voter registration. Since the project, we've provided services to more than 425 local government election websites in 33 states. 1.1.1.1 : We released 1.1.1.1 to help fix the foundation of the Internet by building a faster, more secure and privacy centric public DNS resolver. This is available publicly for everyone to use - it is the first consumer focused service Cloudflare has ever released. Here's the deal - we don't store client IP addresses ever, ever. We will continue to abide by our privacy commitment and ensure that no user data is sold to advertisers or used to target consumers. Additional Information This position may require access to information protected under U.S. export control laws, including the U.S. Export Administration Regulations. Please note that any offer of employment may be conditioned on your authorization to receive software or technology controlled under these U.S. export laws without sponsorship for an export license. Equal Opportunity Employer Cloudflare is proud to be an equal opportunity employer. We are committed to providing equal employment opportunity for all people and place great value in both diversity and inclusiveness. All qualified applicants will be considered for employment without regard to their, or any other person's, perceived or actual race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship, age, physical or mental disability, medical condition, family care status, or any other basis protected by law. We are an AA/Veterans/Disabled Employer. Cloudflare provides reasonable accommodations to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job. Examples of reasonable accommodations include, but are not limited to, changing the application process, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you require a reasonable accommodation to apply for a job, please contact us via e mail at or via mail at 101 Townsend St. San Francisco, CA 94107.
Get to know us Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric brand in the secure business collaboration market. Trusted by over 2,000,000 users from 175,000 companies globally, we help people run high-stakes processes and make important decisions with less stress, higher quality, and shorter hours. Ideals Virtual Data Room (VDR): Secure document sharing and collaboration for due diligence, fundraising, corporate reporting, licensing, clinical trials, and other complex transactions. Ideals Board: Board and leadership collaboration platform for faster, safer, and more compliant decision-making. The role Delivering an exceptional customer experience is key at Ideals. Our Customer Success team has been crucial in driving a high level of customer satisfaction and securing our Market Leader status on G2 for 5 consecutive years. We are looking for a Customer Success Manager to join our Customer Success team in the UK. This is a post-sales role with full portfolio ownership: you'll lead renewals, onboarding, and account expansion for high-value B2B clients, including some of the most strategic names in our European portfolio. You'll work cross-functionally to drive adoption and maximize account potential, with direct influence over revenue targets and client retention. This is a unique opportunity to build an excellent track record in a multinational, mature yet fast-evolving SaaS environment. You'll own and impact the customer relationship, working closely with multiple departments to support our scaling growth in the UK region and beyond. Please note that we can only consider candidates located in London or close by, since the role involves meeting clients in person. What you will do Research and study new clients to identify their expected value from the product and future potential growth opportunities Conduct kick-off (onboarding) trainings for new clients Manage a portfolio of roughly 100 accounts - including 30% high-touch - with structured follow-ups, clear prioritization, and proactive engagement across the entire customer journey Execute renewals and expansions proactively, based on account usage, growth potential, and business insights Conduct exit interviews with churned clients Drive customer advocacy initiatives by securing satisfied client reviews, testimonials, or case studies Participate in special projects to improve the customer success playbooks or introduce new customer success activities What you bring Full professional proficiency in English (C1) At least 3 years of experience as an Account Manager or a CSM in B2B, preferably in SaaS Proven track record managing a book of business of 50+ accounts, with a strong ability to plan, organize and prioritize effectively Experience driving MRR/ARR growth through renewals, upsells, or cross-sells Experience in leading commercial conversations with the client (e.g., pricing, discounting, upselling) Customer-driven personality with empathetic and emotional intelligence skills Excellent communication, interpersonal, and presentation skills Nice to have Fluency in another European language Familiarity with data rooms, board portals, or secure collaboration tools Experience in sales Our assessment process Screening call with the Talent Acquisition Specialist ( 45 mins) Competency-based interview with the Talent Acquisition Specialist (60 mins) Roleplay with the Hiring Manager (45 mins) Hiring Manager interview (60 mins) What we offer We highly value our people, so we will empower you with all the resources and support to help you reach your full potential. For your best work Remote-first flexibility to shape your ideal workday Home workplace budget Co-working expense coverage Individual IT budget for extra equipment Top-tier tech and AI-powered tools For your growth Access to Ideals Academy with numerous courses Investment in external learning and development activities Guidance in Personal Development Plan creation Professional literature and subscriptions coverage Support of your passion as a speaker or writer Internal talent mobility opportunities For your well-being Tailored Wellness Package (1500 GBP/a year) for health-related activities Funding for sports competitions Paid health-related time-off 25 business days of annual leave NEST pension program contribution Extra perks Team-building offline and online events Budget for meetups with your local team Generous internal referral program Our culture Commitment, Excellence, Collaboration, Trust and Care are core values to the Ideals team. For us, these are the principles that every Idealer lives and breathes. We are on the lookout for like-minded individuals who share our values. By doing so, we create a team where talents feel at ease and work to the best of their abilities. Discover more. Ideals is an equal opportunity employer Ideals is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people from all walks of life. We don't discriminate against employees or applicants based on gender identity or expression, sexual orientation, race, religion, age, national origin, or citizenship.
Feb 06, 2026
Full time
Get to know us Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric brand in the secure business collaboration market. Trusted by over 2,000,000 users from 175,000 companies globally, we help people run high-stakes processes and make important decisions with less stress, higher quality, and shorter hours. Ideals Virtual Data Room (VDR): Secure document sharing and collaboration for due diligence, fundraising, corporate reporting, licensing, clinical trials, and other complex transactions. Ideals Board: Board and leadership collaboration platform for faster, safer, and more compliant decision-making. The role Delivering an exceptional customer experience is key at Ideals. Our Customer Success team has been crucial in driving a high level of customer satisfaction and securing our Market Leader status on G2 for 5 consecutive years. We are looking for a Customer Success Manager to join our Customer Success team in the UK. This is a post-sales role with full portfolio ownership: you'll lead renewals, onboarding, and account expansion for high-value B2B clients, including some of the most strategic names in our European portfolio. You'll work cross-functionally to drive adoption and maximize account potential, with direct influence over revenue targets and client retention. This is a unique opportunity to build an excellent track record in a multinational, mature yet fast-evolving SaaS environment. You'll own and impact the customer relationship, working closely with multiple departments to support our scaling growth in the UK region and beyond. Please note that we can only consider candidates located in London or close by, since the role involves meeting clients in person. What you will do Research and study new clients to identify their expected value from the product and future potential growth opportunities Conduct kick-off (onboarding) trainings for new clients Manage a portfolio of roughly 100 accounts - including 30% high-touch - with structured follow-ups, clear prioritization, and proactive engagement across the entire customer journey Execute renewals and expansions proactively, based on account usage, growth potential, and business insights Conduct exit interviews with churned clients Drive customer advocacy initiatives by securing satisfied client reviews, testimonials, or case studies Participate in special projects to improve the customer success playbooks or introduce new customer success activities What you bring Full professional proficiency in English (C1) At least 3 years of experience as an Account Manager or a CSM in B2B, preferably in SaaS Proven track record managing a book of business of 50+ accounts, with a strong ability to plan, organize and prioritize effectively Experience driving MRR/ARR growth through renewals, upsells, or cross-sells Experience in leading commercial conversations with the client (e.g., pricing, discounting, upselling) Customer-driven personality with empathetic and emotional intelligence skills Excellent communication, interpersonal, and presentation skills Nice to have Fluency in another European language Familiarity with data rooms, board portals, or secure collaboration tools Experience in sales Our assessment process Screening call with the Talent Acquisition Specialist ( 45 mins) Competency-based interview with the Talent Acquisition Specialist (60 mins) Roleplay with the Hiring Manager (45 mins) Hiring Manager interview (60 mins) What we offer We highly value our people, so we will empower you with all the resources and support to help you reach your full potential. For your best work Remote-first flexibility to shape your ideal workday Home workplace budget Co-working expense coverage Individual IT budget for extra equipment Top-tier tech and AI-powered tools For your growth Access to Ideals Academy with numerous courses Investment in external learning and development activities Guidance in Personal Development Plan creation Professional literature and subscriptions coverage Support of your passion as a speaker or writer Internal talent mobility opportunities For your well-being Tailored Wellness Package (1500 GBP/a year) for health-related activities Funding for sports competitions Paid health-related time-off 25 business days of annual leave NEST pension program contribution Extra perks Team-building offline and online events Budget for meetups with your local team Generous internal referral program Our culture Commitment, Excellence, Collaboration, Trust and Care are core values to the Ideals team. For us, these are the principles that every Idealer lives and breathes. We are on the lookout for like-minded individuals who share our values. By doing so, we create a team where talents feel at ease and work to the best of their abilities. Discover more. Ideals is an equal opportunity employer Ideals is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people from all walks of life. We don't discriminate against employees or applicants based on gender identity or expression, sexual orientation, race, religion, age, national origin, or citizenship.
