Customer Success Manager, UK

<p><span>Do you have a strong interest in the business world? Do you genuinely enjoy building customer relationships? In this role, you will be responsible for your own client portfolio and interact daily with Heads of Investor Relations and CFOs of listed companies.</span></p><p><span>Modular Finance provides tools for listed companies and financial market players to create efficiency and transparency in the capital markets. We are expanding further in the UK, and we are now looking for another star to join our Customer Success team.</span></p><p><span><strong id="docs-internal-guid-887d3e38-7fff-29f4-2bb0-af70a6913232">About Us</strong></span></p><p><span>We are a stable, fast-growing, and entrepreneurial data and SaaS company within the fintech sector, with around 90 employees. We have a very strong customer focus and strive to always exceed customer expectations. We enjoy a fast pace, freedom with responsibility, and working as a team. New colleagues also have the opportunity to become shareholders and take part in our continued journey.</span></p><p><span><strong id="docs-internal-guid-70046f9d-7fff-b213-d87e-a0e2a773b0dd">About the Role</strong></span></p><p><span>Our Customer Success team currently consists of 12 colleagues across the Stockholm and London offices, all of whom play a significant role in our business by working daily to strengthen relationships with our most important asset - our customers. As a Customer Success Manager, your vital task is to create and further develop strong client relationships. To succeed, you must become an expert in our products and our customer-related processes. In short, you are the CEO of your own client portfolio. For the right person, there are great opportunities for growth.</span></p><p><span>Your main responsibilities will include:</span></p><ul><li><p><span>Nurturing and developing our customer relationships</span></p></li><li><p><span>End-to-end onboarding of new customers</span></p></li><li><p><span>Acting as a bridge for product feedback between customers and the product team</span></p></li><li><p><span>Help handling incoming support requests</span></p></li><li><p><span>Driving projects independently and collaboratively</span></p></li></ul><p><span><strong id="docs-internal-guid-df80e910-7fff-8004-d640-5b0db7a9b0c6">A Day in the Life of a Customer Success Manager</strong></span></p><ul><li><p><span><strong id="docs-internal-guid-e8c3b6d6-7fff-a12e-f7be-a987818c6476">08.30 – 09.00: </strong>Scan the morning news to stay up to date with market events</span></p></li><li><p><span><strong id="docs-internal-guid-e8c3b6d6-7fff-a12e-f7be-a987818c6476">09.00 – 10.00: </strong>Onboarding meeting with a new customer</span></p></li><li><p><span><strong id="docs-internal-guid-e8c3b6d6-7fff-a12e-f7be-a987818c6476">10.00 – 11.00: </strong>Meeting with the product team to sync on updates and test new features to ensure you're comfortable selling and instructing clients</span></p></li><li><p><span><strong id="docs-internal-guid-e8c3b6d6-7fff-a12e-f7be-a987818c6476">11.00 – 12.00: </strong>Training session for a new user at a listed company</span></p></li><li><p><span><strong id="docs-internal-guid-e8c3b6d6-7fff-a12e-f7be-a987818c6476">12.00 – 13.00: </strong>Lunch with colleagues</span></p></li><li><p><span><strong id="docs-internal-guid-e8c3b6d6-7fff-a12e-f7be-a987818c6476">13.00 – 14.00: </strong>Sit in on a colleague’s sales meeting with one of your clients</span></p></li><li><p><span><strong id="docs-internal-guid-e8c3b6d6-7fff-a12e-f7be-a987818c6476">14.00 – 15.00: </strong>Project meeting for your own initiative on how to improve our onboarding structure</span></p></li><li><p><span><strong id="docs-internal-guid-e8c3b6d6-7fff-a12e-f7be-a987818c6476">15.00 – 17.00: </strong>Review and follow-up on active integration processes</span></p></li><li><p><span><strong id="docs-internal-guid-e8c3b6d6-7fff-a12e-f7be-a987818c6476">17.00 – 17.30: </strong>Answering customer questions</span></p></li></ul><p><span><strong id="docs-internal-guid-65b099fe-7fff-82dc-05fe-dbeb6e411072">Your Profile</strong></span></p><p><span>To succeed in this role, you need:</span></p><ul><li><p><span>A few years of experience in account management or a similar role (Customer Success Manager/Account Executive/Key Account Manager), preferably within SaaS.</span></p></li><li><p><span>Excellent communication and presenting skills</span></p></li><li><p><span>Genuine interest in the stock market and finance industry</span></p></li></ul><p><span>To thrive, you should be structured, take ownership of your work, and ensure tasks are completed on time. You have a customer-centric mindset and are passionate about delivering the best possible service. You are a good listener, solution-oriented, down-to-earth, and posse