Customer Success Analyst

Methodfi; Greater London; Hybrid; GBP 40,000 - GBP 60,000; Full time

Job summary

A leading investment technology company in Greater London seeks a Customer Success Specialist to implement customer requirements and optimize onboarding for clients. The ideal candidate should hold a Bachelor's degree, have a keen interest in private markets, and possess strong analytical and communication skills. This role combines competitive compensation and a minimum hybrid work requirement of three days in the London office, offering significant growth opportunities and a supportive team environment.

Benefits

Competitive compensation (fixed base salary + performance incentives)

25 days of holiday per year + bank holidays

Cycle2Work scheme

Employee Assistance Programme (EAP) for wellness

Company-wide socials and events

Qualifications

• Minimum 2 years of work experience (experience in consulting, investment banking, or related fields preferred).
• Proven interest in private markets.
• Comfortable working with large amounts of data.

Responsibilities

• Implement customer requirements and workflows into Atominvest.
• Work with Customer Success Managers to onboard customers.
• Field support tickets and keep customers updated.

Skills

Excellent verbal and written communication skills

Strong analytical skills

High degree of proficiency in MS Excel

Team player

Education

Bachelor's Degree (or higher) from top-tier university

Job description

Who is Atominvest

Our software powers the world’s leading investment firms (across private equity, VC, infrastructure, credit etc.) enabling them to efficiently manage and drive value across their core business functions of investing, fundraising, operations and sustainability.

At Atominvest, you’ll be working on something very exciting: the future of work, investments and sustainability/ ethical investing for the world’s best investors, and delivering a positive impact through this. Based on the growth we are experiencing, we think we’re on to something big.

It won’t be easy. Joining a scale up business is an amazing and rewarding challenge, pushing well beyond the boundaries of natural growth cycles. You’ll move quicker than feels comfortable, and be brilliant at continually re-prioritizing what must get done to keep Atominvest growing year over year at the pace of the best SAAS companies on the planet.

We’ve gone from zero to ten, now we’re looking to go from ten to one hundred!

What the job involves

• Implement customer requirements, datasets and workflows into Atominvest
• Work alongside Customer Success Managers to onboard customers onto the platform
• Drive down time to value by ensuring a smooth transition to ongoing customer lifecycle management
• Liaise with Product and Engineering to complete extensive QA testing for new product features and bug fixes
• Field support tickets, ensuring customers are kept up to date on progress toward resolution
• Maintain technical documentation and internal knowledge base

Requirements

• Bachelor's Degree (or higher) from top-tier university
• Proven interest in private markets
• Minimum 2 years of work experience (experience in consulting, investment banking, private equity or fund administration a plus)
• Excellent verbal and written communication skills
• Strong analytical skills and attention to detail
• High degree of proficiency in MS Excel
• Comfortable with working with large amount of data
• Ability to prioritise tasks, regularly communicate progress and meet established deadlines
• Team player, keen to learn and share ideas

The process

• Stage1: Meet with a member of our Customer Success Team to discuss your motivations, background and dig deeper into your CV, as well as talk about our story and where we’re heading
• Stage 2: Complete a short case study
• Stage 3: Discuss case study with our Head of Customer Success
• Stage 3: Final round discussion with our Chief Commercial Officer
• Stage 4: Join Atominvest!

What we offer

• Competitive compensation (fixed base salary + performance incentives)
• 25 days of holiday per year + bank holidays
• Hybrid working style (a minimum of 3 days in our central London office is required)
• Cycle2Work scheme
• Employee Assistance Programme (EAP) to support employee wellness
• A culture of trust, ownership, responsibility and autonomy in your work
• An incredible team of smart and mission-driven people to work with
• Fun working atmosphere
• Significant growth opportunities
• Company-wide socials and events