Customer Success Manager

Methodfi; Greater London; Hybrid; GBP 75,000 - GBP 90,000; Full time

Job summary

A leading financial technology firm in Greater London is seeking a Customer Success professional for the Account Management Team. The role involves building client relationships, managing enterprise account growth, and ensuring clients fully understand the product offering. Candidates should have a strong background in account management, ideally with 2+ years of experience in financial services. This position offers competitive salary and robust benefits, including a hybrid working model.

Benefits

Competitive salary

Pension scheme

Private medical insurance

Paid sick leave

Work abroad for up to 3 months

Qualifications

• Minimum 2 years of relevant account management or Customer Success experience.
• Strong knowledge of financial markets.
• Ability to manage and grow a book of enterprise clients.

Responsibilities

• Become a 9fin expert with a strong understanding of our products.
• Partner with account managers on specific client projects.
• Develop bespoke KPIs and strategies for accounts.

Skills

Account management

Customer Success

Financial markets knowledge

Relationship building

Effective communication

Job description

About 9fin

The world's largest asset class, debt, operates with the worst data.

Technology has revolutionized equity markets with electronic trading, quant algos and instantaneous news. However, in debt capital markets, the picture is completely different. It still behaves like it’s in the 1980s; trillions of dollars of trades are placed over the phone, news is slow, and corporate credit information is imperfect and scattered.

Our mission is to change this.

9fin's proprietary technology delivers fast and comprehensive financial, credit, legal & ESG analysis. Our clients are able to make faster, more informed decisions, win more business and most importantly, save time.

Our fast growing list of clients include 9 of the top 10 Investment Banks, leading Asset Managers, Hedge Funds and Law Firms.

The opportunity

The Account Management Team is at the forefront of building client relationships and driving revenue through enhancing clients’ workflows. Customer Success will be a newly created function and extension of our AM team. They will collaborate closely with the account managers and innovate on new ways to partner with the 9fin client base.

The role focuses on ensuring that our clients fully understand our product offering and seek to improve usage of our platform using data to drive innovative communication.

There is also a high degree of collaboration between other teams to execute the usage growth strategy; enhance our high quality, high functioning, great looking, easy to use products; and to produce a top-tier customer experience.

This customer success position is unique and the strategy will be to deliver on specific projects over the course of a customer lifecycle, meaning that we are looking for a commercially minded individual that can build a high performing strategy from zero.

This is an opportunity to join a highly motivated and driven team within an exponentially growing business, servicing the largest financial market in the world, giving you the opportunity to accelerate your sales career.

What you\'ll work on

Every day is different, but here’s an example of the kind of things you’ll work on:

• Become a 9fin expert with a strong understanding of our products and services

• Partner with the account managers on specific client projects to drive and ensure growth within the accounts

• Become the voice of the client when delivering on internal projects by ensuring our clients’ needs are consistently met

• Develop bespoke KPIs and strategies for accounts and introduce performance data driven insights to our clients

• Leverage existing customer relationships and expand the network of relevant contacts within each account to ensure 9fin continues to be the partner of choice for their needs

• Attend relevant industry conferences and events

• Maintain up to date records of client interactions via our CRM

Requirements

This role will be a great fit if you:

• Minimum 2 years of relevant account management or Customer Success experience (Capital Markets, B2B Sales or Business Development)

• A strong knowledge of financial markets, and a demonstrated ability to build strong relationships within buyside, sellside & advisory community

• A track record of managing & growing a book of enterprise clients (min $1m+ book of business)

• Ability to plan and prioritise important tasks and work with accuracy and attention to detail

• Effective written and verbal communication skills conveying messages accurately and concisely

• Team player, but also able to work effectively alone (help is always at hand if you need though!)

• Existing relationships / network within the Leveraged Finance community would be beneficial

Our benefits

We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel.

Financial & Insurance

• Competitive salary benchmarked at 75-90th% of market

• Pension (your minimum contributions are 4% with 9fin matching up to 7%)

• Private Medical Insurance

• Paid sick leave with Income Protection for long periods of illness

• Group Life Assurance

• Season Ticket Loan & Cycle to Work schemes

Time off

• 25 holiday days per year

• Local public holidays (with the ability to exchange them for alternative days)

• Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work

• Work abroad for up to 3 months a year

• 1 month paid sabbatical after 5 years of service

• Enhanced parental leave & flexible working arrangements available

Training & Culture

• Professional learning and development budget

• Quarterly team socials

• Summer and Winter company social events

A note from the hiring manager "Now is an exciting time to join 9fin. In 2020 we had a handful of clients and an untested product, but thanks to the efforts of the incredible engineering and content teams, we’ve made huge strides in the last four years. We now find ourselves with a game-changing tech platform and huge opportunities across the world’s biggest financial institutions. We need driven and ambitious sales and account management professionals to help us break into new markets, launch brand new product lines and unlock 9fin’s massive potential. It’s a great opportunity to become part of a fast-paced and high-achieving team, with plenty of room for growth as 9fin push from start-up to scale-up and beyond!"

9fin is an equal opportunities employer

At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.