Customer Success Analyst — Drive Value in Private Markets

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

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.