- Location
- London
- Type
- Full-time
- Department
- Customer Service
- Seniority
- Manager
- Source
- Pinpoint
Description
Customer Success Manager (CSM)
Application Deadline: 24 July 2026
Department: Client Success Management
Employment Type: Permanent - Full Time
Location: London
Description
InvestorHub is a fast-growing global tech startup changing the way public companies connect with their investors.
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 companies the tools to engage directly with their shareholders, improving communication, transparency, and trust in the market.
What we're looking for
If you enjoy combining commercial thinking, data-led conversations and consultative customer relationships, we'd love to hear from you.
- Own a portfolio of strategic customer accounts, driving adoption, engagement and long-term success
- Build trusted relationships with senior stakeholders including CEOs, CFOs, Investor Relations and Communications leaders
- Lead onboarding, implementation and ongoing strategic reviews with customers
- Use customer data and platform insights to identify opportunities to improve engagement and adoption
- Own customer renewals, ensuring strong retention through proactive relationship management
- Identify expansion opportunities and partner with the commercial team where appropriate
- Act as the voice of the customer, sharing insights with Product and Leadership teams
- Maintain accurate customer health, activity and renewal information within HubSpot
- Deliver a consistently high-quality customer experience throughout the customer lifecycle
- Have 2-4 years' experience in a Customer Success role within a SaaS business
- Have experience managing strategic customer relationships
- Enjoy working with senior stakeholders and acting as a trusted advisor
- Are commercially minded and understand how customer success contributes to retention and growth
- Are confident using data to guide customer conversations and recommendations
- 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 5 days a week - Farringdon)
- 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
- Quarterly performance bonus linked to Net Revenue Retention
- Stock options - everyone shares in our success
- 25 days holiday + bank holidays to recharge properly
- Weekly team lunches, monthly socials, quarterly events and an annual company offsite
- Learning & development budget
- Private medical insurance and pension matching
- The opportunity to develop your career within a fast-growing global technology company
- Introductory screening call with our Talent Partner (30 mins)
- Practical Customer Success assessment and in-person interview
- Team and culture conversation
- References & Offer
InvestorHub is committed to building an inclusive and diverse workplace. The strength of our team comes from the variety of backgrounds, experiences and perspectives we bring together. We treat every employee fairly and equally, and we strive to create an environment where everyone feels confident, comfortable and empowered.
Note to recruitment agencies: InvestorHub is committed to building a long-term approach to our hiring strategy and is already working in partnership with selected talent partners. We therefore ask that you refrain from sending speculative CVs or sales approaches in relation to this vacancy.
As a Client Success Manager, you will:
- Own a portfolio of strategic customer accounts, driving adoption, engagement and long-term success
- Build trusted relationships with senior stakeholders including CEOs, CFOs, Investor Relations and Communications leaders
- Lead onboarding, implementation and ongoing strategic reviews with customers
- Use customer data and platform insights to identify opportunities to improve engagement and adoption
- Own customer renewals, ensuring strong retention through proactive relationship management
- Identify expansion opportunities and partner with the commercial team where appropriate
- Act as the voice of the customer, sharing insights with Product and Leadership teams
- Maintain accurate customer health, activity and renewal information within HubSpot
- Deliver a consistently high-quality customer experience throughout the customer lifecycle