Client Success Manager, Lead - B2B SaaS Fintech

Landytech is on a mission to revolutionize the way that investment managers, asset owners and their advisors access asset information. Powered by Sesame, an industry-leading investment reporting platform, we are helping clients in over 15 countries make informed investment decisions and deliver insights faster.

The company is growing rapidly and it's an exciting time to join, having secured $12M in Series B funding in January 2023. In just four years, it has gone from two co-founders to a team of 100+ staff, with offices in London and Paris. At Landytech, we see diversity as our strength with a team from over 15 countries and 14 languages spoken.

Team & Role

The Client Success Manager (Senior Associate) is a critical, hands-on technical and commercial role responsible for guiding clients through their full lifecycle on the Sesame platform. You will help clients realise value quickly, build long-term adoption, and drive retention and expansion across your portfolio.

This role requires strong investment-product knowledge, excellent systems skills, and the ability to translate complex client requirements into practical solutions. You will serve as a trusted advisor to investment managers, family offices, trust companies, and asset advisors, ensuring they use Sesame effectively to achieve their operational, reporting, and analytics goals.

With rapid product development and increasing automation across our platform, this role demands curiosity, adaptability, and a forward-thinking approach—particularly in leveraging AI-driven capabilities to enhance client outcomes, streamline workflows, and improve internal efficiency.

The CSM is central to client satisfaction, governance, retention, and growth, and plays a key role in representing client needs back to Product, Data, Client Delivery, Support, and Engineering.

What We Are Looking For

CLIENT ONBOARDING & ADOPTION

• Oversee and contribute to the successful onboarding of clients in partnership with Client Delivery, Product Specialists, Data Operations, and Product.
• Ensure clients achieve time-to-value, complete key activation milestones, and establish healthy adoption patterns early

LIFECYCLE MANAGEMENT & GOVERNANCE

• Manage a portfolio of accounts with structured governance, including regular reviews, disciplined CRM notes, management reporting, sentiment tracking, risk assessment, and long-term planning.
• Use a data-driven approach to assess platform utilisation, identify risks to GRR, and proactively drive corrective action.

PLATFORM EXPERTISE & ISSUE IDENTIFICATION

• Develop deep expertise in investment products, performance analytics, reporting workflows, and Sesame’s underlying data structures.
• dentify platform issues, data inconsistencies, or blockers to client optimisation and work with Support, Product Specialists, Product, and Engineering to resolve root causes.
• RETENTION, EXPANSION & COMMERCIAL PARTNERSHIP
• Identify upsell and cross-sell opportunities—partnering closely with Sales across modules, add-ons, jurisdictions, and new offices.
• Contribute to NRR performance within your portfolio through strategic account growth plans.

CLIENT ADVOCACY & PRODUCT FEEDBACK

• Translate client feedback and use cases into structured, actionable input for Product Management and Product Specialists.
• Champion improvements, new features, and automation opportunities.

AI & AUTOMATION MINDSET

• Leverage AI-driven tools, platform automation, and internal productivity capabilities to reduce manual work and improve outcomes.
• Identify client workflows suitable for automation using Sesame features or internal AI agents.

TEAM CONTRIBUTION & CONTINUOUS IMPROVEMENT

• Refine success playbooks, onboarding frameworks, health scoring, churn-risk models, and sentiment analysis.
• Support development of a scalable, AI-enabled Client Success function.

Your Skills & Expertise

• A Minimum of 6 years of experience in SaaS Client Success, investment operations, financial product analytics, or a consultative FS role.
• Strong understanding of investment products (equities, fixed income, funds, alternatives) and portfolio analytics.
• Excellent analytical skills; strong Excel capability.
• Experience in wealth/asset management, family offices, trust companies, or FS consulting.
• Demonstrated retention, renewal, and growth capabilities.

Our Benefits

• An opportunity to work in a fast growing fintech revolutionizing investment reporting
• Hybrid style of work/WFH allowed depending on role
• Competitive salary & stock options package
• Private medical insurance with Bupa for you and your family members
• Death in service insurance option
• Pension Plan with NEST
• Cycle to Work Scheme and gym allowance
• Office food & drinks, regular socials

If this sounds like a match to you, we are looking forward to receiving your application!