Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 25 days ago

Senior Client Success Manager - B2B SaaS Fintech

Workable (global search)108,016 open roles

Where
London, England, United Kingdom
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowSenior Client Success Manager - B2B SaaS FintechWorkable (global search) · London, England, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 25 days ago

Workable (global search) median: 7 days open

The posting

Landytech is on a mission to revolutionize the way that investment managers, asset owners and their advisors access asset information. Powered by Sesame, an industry-leading investment reporting platform, we are helping clients in over 15 countries make informed investment decisions and deliver insights faster.

The company is growing rapidly and it's an exciting time to join, having secured $12M in Series B funding in January 2023. In just four years, it has gone from two co-founders to a team of 100+ staff, with offices in London and Paris. At Landytech, we see diversity as our strength with a team from over 15 countries and 14 languages spoken.

Team & Role

The Client Success Manager (Senior Associate) is a critical, hands-on technical and commercial role responsible for guiding clients through their full lifecycle on the Sesame platform. You will help clients realise value quickly, build long-term adoption, and drive retention and expansion across your portfolio.

This role requires strong investment-product knowledge, excellent systems skills, and the ability to translate complex client requirements into practical solutions. You will serve as a trusted advisor to investment managers, family offices, trust companies, and asset advisors, ensuring they use Sesame effectively to achieve their operational, reporting, and analytics goals.

With rapid product development and increasing automation across our platform, this role demands curiosity, adaptability, and a forward-thinking approach—particularly in leveraging AI-driven capabilities to enhance client outcomes, streamline workflows, and improve internal efficiency.

The CSM is central to client satisfaction, governance, retention, and growth, and plays a key role in representing client needs back to Product, Data, Client Delivery, Support, and Engineering.

What We Are Looking For

CLIENT ONBOARDING & ADOPTION

  • Oversee and contribute to the successful onboarding of clients in partnership with Client Delivery, Product Specialists, Data Operations, and Product.
  • Ensure clients achieve time-to-value, complete key activation milestones, and establish healthy adoption patterns early

LIFECYCLE MANAGEMENT & GOVERNANCE

  • Manage a portfolio of accounts with structured governance, including regular reviews, disciplined CRM notes, management reporting, sentiment tracking, risk assessment, and long-term planning.
  • Use a data-driven approach to assess platform utilisation, identify risks to GRR, and proactively drive corrective action.

PLATFORM EXPERTISE & ISSUE IDENTIFICATION

  • Develop deep expertise in investment products, performance analytics, reporting workflows, and Sesame’s underlying data structures.
  • dentify platform issues, data inconsistencies, or blockers to client optimisation and work with Support, Product Specialists, Product, and Engineering to resolve root causes.
  • RETENTION, EXPANSION & COMMERCIAL PARTNERSHIP
  • Identify upsell and cross-sell opportunities—partnering closely with Sales across modules, add-ons, jurisdictions, and new offices.
  • Contribute to NRR performance within your portfolio through strategic account growth plans.

CLIENT ADVOCACY & PRODUCT FEEDBACK

  • Translate client feedback and use cases into structured, actionable input for Product Management and Product Specialists.
  • Champion improvements, new features, and automation opportunities.

AI & AUTOMATION MINDSET

  • Leverage AI-driven tools, platform automation, and internal productivity capabilities to reduce manual work and improve outcomes.
  • Identify client workflows suitable for automation using Sesame features or internal AI agents.

TEAM CONTRIBUTION & CONTINUOUS IMPROVEMENT

  • Refine success playbooks, onboarding frameworks, health scoring, churn-risk models, and sentiment analysis.
  • Support development of a scalable, AI-enabled Client Success function.

Your Skills & Expertise

  • A Minimum of 6 years of experience in SaaS Client Success, investment operations, financial product analytics, or a consultative FS role.
  • Strong understanding of investment products (equities, fixed income, funds, alternatives) and portfolio analytics.
  • Excellent analytical skills; strong Excel capability.
  • Experience in wealth/asset management, family offices, trust companies, or FS consulting.
  • Demonstrated retention, renewal, and growth capabilities.

Our Benefits

  • An opportunity to work in a fast growing fintech revolutionizing investment reporting
  • Hybrid style of work/WFH allowed depending on role
  • Competitive salary & stock options package
  • Private medical insurance with Bupa for you and your family members
  • Death in service insurance option
  • Pension Plan with NEST
  • Cycle to Work Scheme and gym allowance
  • Office food & drinks, regular socials

If this sounds like a match to you, we are looking forward to receiving your application!

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Workable (global search)'s own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Workable (global search)'s form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Workable (global search)'s answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.