Atominvest · 1 month ago
Customer Success Manager
Providence, RI
Full-time
Onsite
Mid LevelAtominvest is a company that powers leading investment firms by enabling them to efficiently manage their core business functions. The Customer Success Manager will own the delivery of the platform for clients, ensuring smooth implementations and driving long-term account expansion while collaborating with internal teams to meet client objectives.
Asset ManagementEnterprise SoftwareFinTechVenture Capital
Responsibilities
Act as the main point of contact for clients throughout onboarding, implementation, and ongoing success
Manage the full customer lifecycle: requirements gathering, configuration, data migration, testing, training, go-live, and post-deployment adoption
Shorten time-to-value by proactively managing timelines, dependencies, and client expectations
Analyze client datasets, workflows, and reporting structures to configure optimal solutions
Lead discovery workshops, training sessions, and regular business reviews with decision makers and operational stakeholders
Deliver white-glove support, ensuring issues are escalated, prioritised, and resolved quickly
Identify expansion opportunities by understanding client goals and how Atominvest can support their broader operating model
Qualification
Required
Prior experience in Customer Success, Implementation, or a client-facing role in a high-growth B2B SaaS environment
Strong understanding of the private markets ecosystem, investor reporting, and ideally fund accounting concepts
Exceptionally organised, with strong project management instincts and attention to detail
Analytical, structured thinker with experience interpreting and working with client datasets
Advanced Excel skills
Clear, concise written and verbal communication—you can simplify complexity for senior stakeholders
Proven ability to deliver best-in-class client service in fast-moving environments
Collaborative team player who contributes ideas and learns quickly
Ambitious, entrepreneurial mindset with resilience and a bias toward action
Preferred
hands-on project management experience or formal PM frameworks
Benefits
20 days of holiday per year + bank holidays + a week off for Christmas
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
Company
Atominvest
Cutting-edge tech for Private Equity, VC, Real Estate and Hedge Funds
Founded in 2016
11-50 employees
H1B Sponsorship
Atominvest has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
Funding
Current Stage
Early StageRecent News
Company data provided by crunchbase