The Role
Manage a portfolio of strategic SaaS customers (public companies), drive adoption and renewals, lead onboarding and strategic reviews, use platform data to improve engagement, identify expansion opportunities, act as voice of the customer, and maintain CRM (HubSpot) records while delivering high-quality customer experiences.
Summary Generated by Built In
InvestorHub is a fast-growing global tech startup changing the way public companies connect with their investors.
With offices in Melbourne and London, we're backed by the Victorian Government's 30x30 program and recognised as a "potential unicorn." Since expanding to London in 2023, we've grown quickly, we support > £22b in market capitalisation across 280+ listed companies globally.
Our team is made up of people from 12 countries, bringing different perspectives and a shared drive to build something meaningful. We keep things simple, focus on what matters, and believe in learning as we grow.
The problem we solve
Retail (individual) investors are more important than ever, yet many public companies struggle to connect with them.
Traditional investor relations focus on institutions, leaving everyday investors overlooked. InvestorHub gives public companies the tools to engage directly with their shareholders, improving communication, transparency and trust in the market.
What we're looking for
We're looking for a highly strategic Customer Success Manager to join our growing London team.
This is not a high-volume Customer Success role. Instead, you'll work with a small portfolio of publicly listed companies, becoming a trusted advisor to senior leaders including CEOs, CFOs, Investor Relations and Communications teams.
Rather than simply answering questions or running through a playbook, you'll help customers understand their investor data, shape engagement strategies and solve complex business challenges using InvestorHub's platform.
You'll have the autonomy to build deep relationships, influence executive decision-making and help customers achieve meaningful outcomes.
If you enjoy combining commercial thinking, data-led problem-solving and strategic customer relationships, we'd love to hear from you.
As a Client Success Manager, you will:
Role Responsibilities
- Own a portfolio of strategic customer accounts from onboarding through to renewals
- Become a trusted advisor to senior stakeholders including CEOs, CFOs, Investor Relations and Communications leaders
- Help customers interpret investor data and platform insights to improve shareholder engagement.
- Lead strategic customer reviews that focus on business outcomes rather than product usage
- Build deep relationships across customer organisations and understand their wider business objectivess
- Drive adoption, retention and long-term customer success through proactive partnership.
- Identify commercial opportunities and partner with the commercial team on renewals and expansion.
- Act as the voice of the customer, sharing insights with Product and Leadership.
- Maintain accurate customer health, activity and renewal information within HubSpot.
Role Requirements
- Have 2-4 years' experience in Customer Success within a SaaS business.
- Enjoy managing a small number of strategic customer relationships rather than a high-volume portfolio.
- Are comfortable building credibility with senior stakeholders and acting as a trusted advisor.
- Enjoy solving complex customer problems using data and commercial thinking.
- Can confidently translate product capabilities into meaningful business outcomes.
- Are organised, proactive and comfortable managing multiple priorities.
- Are an exceptional communicator, both written and verbal.
- Enjoy working in an in-office environment (we're in Farringdon five days per week).
Nice to have
- Experience working with data, analytics or insight-led software.
- Experience working with enterprise or strategic customer accounts.
- Experience within fintech, investor relations, capital markets or other regulated industries.
What's on offer
- Quarterly performance bonus linked to Net Revenue Retention.
- Stock options. Everyone shares in our success.
- 25 days holiday plus bank holidays.
- Weekly team lunches, monthly socials, quarterly events and an annual company offsite.
- Learning and development budget.
- Private medical insurance and pension matching.
- The opportunity to help shape a growing Customer Success function within a fast-growing global technology company.
About
We’re founded by two passionate leaders with deep experience in product, technology, and financial markets, and are a team of enthusiastic and hard-working individuals from all walks of life. We are a proudly multicultural team, with members from 12 countries (and counting) and take pride in our proactive approach to diversity and inclusion and employee experience.
Skills Required
- 2-4 years' experience in a Customer Success role within a SaaS business
- Experience managing strategic customer relationships
- Comfortable working with senior stakeholders and acting as a trusted advisor
- Commercially minded with understanding of retention and growth
- Confident using data to guide customer conversations and recommendations
- Organised, proactive and comfortable managing multiple priorities
- Exceptional written and verbal communication skills
- Willingness to work in-office five days a week (Farringdon)
- Experience maintaining customer health and activity records in HubSpot
- Experience working with data, analytics or insight-driven products
- Experience working with publicly listed companies, investor relations or capital markets
- Experience working with enterprise or mid-market customers
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The Company
What We Do
InvestorHub is an integrated platform that brings together engagement, distribution, and analytics for public companies to build direct relationships with investors. The company aims to provide public companies with better tools and access for building investor relationships.
