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Customer Success Manager

aveniUnited KingdomCustomer
Apply on company site
Salary
Not listed
Job type
Full-time
Work mode
Remote
Experience
Mid
Posted
6 Oct 2026
Status
Open · checked 7d ago

About this role

Customer Success Manager is a full-time position based in the United Kingdom that suits professionals experienced in B2B SaaS account management and client technology adoption. This role involves driving product usage for large user bases within financial services organizations and managing post-sale client portfolios.

Role Overview

Account managers take ownership of client portfolios following the sales phase, acting as the primary contact to ensure clients meet strategic objectives. Professionals collaborate with enablement and implementation teams to manage adoption across large organizations, conduct performance reviews, and spot expansion potential.

Key Responsibilities

Understand the business models, operational goals, and challenges of assigned clients.
Serve as the primary contact for client requests and inquiries.
Monitor usage analytics across active end-users to identify and address engagement gaps.
Execute and refine customer success playbooks for consistent client experiences.
Lead regular check-ins and business reviews to demonstrate value and return on investment.
Spot account expansion and upsell opportunities in collaboration with commercial teams.

Requirements

Background as a customer success manager in a B2B software-as-a-service company.
Structured and repeatable approach to account management and process execution.
Experience with software products used by large, distributed end-user groups.
Communication, executive presence, and rapport-building capabilities.
Willingness to travel regularly to client locations throughout the United Kingdom.

Nice to Have

Background working with wealth management, financial planning, or financial services clients.
Previous experience in a high-growth scale-up or start-up organization.
Involvement in commercial renewal or account expansion processes.

Skills and Tools

Natural Language Processing
Large Language Models
Customer Success Playbooks
Usage Analytics

Salary and Benefits

Remote-first working culture across the United Kingdom with co-working space access
34 days of holiday including bank holidays, plus the employee's birthday off
Share options scheme
Private medical and dental care
Life insurance and income protection
24/7 Employee Assistance Programme
Matched pension contributions up to 5 percent
Personal development support, cycle-to-work scheme, and retailer discounts

About the Company

Aveni is a technology company building production-ready agentic systems that automate workflows for banks, advisers, and financial services firms. The organization combines natural language processing and large language model expertise with financial services domain knowledge.

How to Apply

Interested candidates should apply on the official company careers page.

Skills and tech stack

Questions candidates ask

What is the location of this job?

The role is remote-first across the United Kingdom, with regular travel to client sites required.

What products will clients use?

Clients mainly use Aveni Assist and Aveni Detect.

What kind of experience is required?

Candidates need proven experience as a customer success manager within a B2B SaaS business, along with experience managing software used by large user bases.

What benefits are provided?

Benefits include 34 days of holiday plus a birthday off, share options, private medical and dental care, life insurance, income protection, matched pension up to 5 percent, and an employee assistance programme.

Ready to apply?

The application is on the official aveni careers page.

Apply on company site