Customer Success Manager
Providence, RI - USA
Job Summary
Who is Atominvest
Atominvest is the operating system for modern private markets asset managers. Our modular flexible SaaS technology underpins key investor- and portfolio-management workflows.
Our customers are sophisticated private equity growth equity and private credit firms managing billions in assets globally. We aim to deliver ongoing high-quality outcomes for them through a long-term partnership mindset.
At Atominvest youll be working on something very exciting: the future of work investments and sustainability/ ethical investing for the worlds best investors and delivering a positive impact through this. Based on the growth we are experiencing we think were on to something big.
It wont be easy. Joining a scale up business is an amazing and rewarding challenge pushing well beyond the boundaries of natural growth cycles. Youll move quicker than feels comfortable and be brilliant at continually re-prioritizing what must get done to keep Atominvest growing year over year at the pace of the best SaaS companies on the planet.
Weve gone from zero to ten now were looking to go from ten to one hundred!
Role Overview
As a Customer Success Manager at Atominvest you will own the end-to-end delivery of our platform for some of the worlds most sophisticated alternative investment managers. You will be the primary relationship lead across complex multi-stakeholder implementations responsible for fast time-to-value deep product adoption and long-term account growth. This role sits at the heart of our commercial organisation requiring someone equally comfortable in an Excel-heavy data migration and a C-suite business review. You will work closely with Product Engineering and Sales to ensure client outcomes are consistently delivered at the highest standard.
What Youll Be Doing
Own the full client lifecycle: requirements gathering configuration data migration UAT training go-live and post-deployment success
Lead structured implementation programmes for enterprise clients managing complex timelines dependencies and senior stakeholder expectations
Run discovery workshops and executive business reviews with both operational and C-level contacts
Analyse client datasets fund structures and reporting workflows to design and configure optimal platform solutions
Proactively manage risk and escalation keeping implementations on track in fast-moving regulated environments
Partner with Product to manage change and operational risk during feature deployments coordinating rollouts communicating impact to clients and ensuring new functionality lands smoothly within live production environments
Act as the bridge between clients and the product roadmap gathering structured feedback influencing prioritisation and owning the end-to-end delivery of new features to your client base
Deliver consistently high-quality responsive support treating every client issue with urgency and ownership
Identify and develop expansion opportunities by understanding clients broader operating models and strategic goals
Act as the voice of the client internally contributing structured product feedback to Engineering and Product
Requirements
36 years in a Customer Success Implementation or client-facing role within B2B SaaS specifically serving financial services or asset management clients
Demonstrable experience managing enterprise implementations end-to-end including data migration and multi-phase delivery
Solid working knowledge of private markets fund structures and investor reporting
Exceptional project management instincts you track every dependency own every deadline and communicate proactively when things shift
Highly analytical with strong Excel skills and comfort working with complex client datasets
Polished precise communicator written and verbal with the confidence to challenge and guide senior stakeholders
High professional standards and meticulous attention to detail; you notice what others miss
Entrepreneurial mindset: you thrive with autonomy move quickly and bring solutions not problems
Bonus: formal PM methodology (PMP PRINCE2 etc.)
Interview Process
Initial screening call
Conversation with our US Customer Success Lead
Case study
Interview with our Global Head of Customer Success
Conversation with US team member
Offer and onboarding at Atominvest
What we offer
Competitive compensation (fixed base salary performance incentives)
25 days of holiday per year bank holidays
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
Required Experience:
Manager
About Company
Best-in-class software to modernize firm operations across investor management and portfolio monitoring.