Customer Success Manager

Who Is Atominvest

Our software powers the world’s leading investment firms (across private equity, VC, infrastructure, credit and more), enabling them to efficiently manage and drive value across their core business functions of investing, fundraising, operations, and sustainability.

At Atominvest, you’ll work on the future of work, investments, and sustainable/ethical investing for the world’s best investors, delivering a positive impact through cutting‑edge technology.

As a Customer Success Manager, you will own the end‑to‑end delivery of our platform for both new and existing clients. You will serve as the primary partner for leading alternative investment managers, ensuring fast, smooth implementations while driving adoption, advocacy, and long‑term account expansion. This role sits at the heart of our commercial organization, representing the face of Atominvest to clients and collaborating closely with Product, Engineering, and Sales to meet client objectives.

• 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.

• 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.
• Bonus: hands‑on project management experience or formal PM frameworks.

• 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

• Competitive compensation (fixed base salary + performance incentives)
• 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)
• Cycle2
  
  Work 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

Boston, MA

$110,000 – $130,000 per year (base salary) with performance incentives.