Customer Success Manager

About the role

The Customer Success Manager will own a portfolio of client accounts post-sale, acting as the primary point of contact to ensure Aveni delivers against strategic goals. This role involves driving product adoption across large user bases, executing structured performance reviews, and identifying expansion opportunities within the UK wealth management sector.

Responsibilities

• Understand each client’s business model, operational goals, and key challenges.
• Handle client requests and concerns quickly, professionally, and proactively.
• Track usage analytics across large end-user bases and partner with the Enablement team to close engagement gaps.
• Execute and refine CS playbooks to ensure a consistent client experience.
• Lead regular check-ins and Executive or Quarterly Business Reviews to demonstrate ROI.
• Identify potential expansion and upsell opportunities in collaboration with the commercial team.

Required skills

• Customer Success
• B2B SaaS
• Account management
• Process execution
• Communication skills

Nice to have

• Wealth management
• Financial planning
• Financial Services
• Scale-up experience
• Start-up experience
• Commercial renewal
• Account expansion

Benefits

• 34 days holiday
• Share options scheme
• Private medical care
• Dental care
• Life insurance
• Income protection
• Employee Assistance Programme
• Matched pension contribution
• Cycle-to-work scheme
• Retailer discount perks

About the Company

Aveni is an award-winning technology company that builds production-ready agentic systems for banks, advisers, and financial services firms. The company combines Natural Language Processing and Large Language Model expertise with financial services domain experience to automate and innovate workflows.