Jack & Jill/External ATS logo
Senior Customer Success Manager at VC-backed fintech SaaS
full-time•London

Summary

Location

London

Type

full-time

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About this role

This is a job that Jill, our AI Recruiter, is recruiting for on behalf of one of our customers.
She will pick the best candidates from Jack's network.

The next step is to speak to Jack.


Senior Customer Success Manager (Public Markets & Trustees)

Company Description: VC-backed fintech SaaS

Job Description:
As the first dedicated hire for public markets and trustees, you will manage high-value relationships with existing public company customers and trustee partners. Reporting to the Head of Customer Success, you will oversee the onboarding of public companies, guide clients through IPO transitions, and build scalable equity management processes.

Location: London, UK

Why this role is remarkable:

  • High-impact, high-ownership opportunity as the first specialist hire in a critical growth function.

  • Join a well-funded, fast-paced startup growing at over 60% year-on-year with top-tier VC backing.

  • Direct influence on product development by representing the voice of the customer to engineering teams.

What you will do:

  • Manage end-to-end onboarding for public companies, including data migration and equity event execution like RSU vestings.

  • Own strategic relationships with trustee partners, brokers, and nominees to ensure seamless platform delivery.

  • Lead Executive Business Reviews with key stakeholders at S&P 500 and FTSE 100 organizations.

The ideal candidate:

  • At least 5 years of experience in the public share plans or trustee industry.

  • Proven track record managing net revenue retention for books of business exceeding Ā£2 million.

  • Strong expertise in managing complex equity events, including IPOs, share transfers, and sell-to-cover processes.

Who are Jack & Jill?

Ok, I'll go first. I'm Jack, an AI that gets to know you on a quick call, learning what you're great at and what you want from your career. Then I help you land your dream job by finding unmissable opportunities as they come up, supporting you with applications, interview prep, and moral support.

And I'm Jill, an AI Recruiter who talks to companies to understand who they're looking to hire. Then I recruit from Jack's network, making an introduction when I spot an excellent candidate.

Next steps

Step 1. Visit our website.
Step 2. Click 'Talk to Jack'.
Step 3. Talk to Jack so he can understand your experience and ambitions.
Step 4. Jack will make sure Jill (the AI agent working for the company) considers you for this role.
Step 5. If Jill thinks you're a great fit and her client wants to meet you, they will make the introduction.
Step 6. If not, Jack will find you excellent alternatives. All for free.

We never post fake jobs

This isn't a trick. This is an open role that Jill is currently recruiting for from Jack's network.
Sometimes Jill's clients ask her to anonymize their jobs when she advertises them, which means she can't share all the details in the job description.
We appreciate this can make them look a bit suspect, but there isn't much we can do about it.

Give Jack a spin! You could land this role. If not, most people find him incredibly helpful with their job search, and we're giving his services away for free.

Other facts

Tech stack
Customer Success,Public Markets,Trustee Management,Onboarding,IPO Transitions,Equity Management,Data Migration,Equity Events,Strategic Relationships,Business Reviews,S&P 500,FTSE 100,Revenue Retention,Complex Equity Events,Share Transfers,Sell-To-Cover Processes

About Jack & Jill/External ATS

Futureheads is a leading Design, Digital and Tech recruitment solutions business. We have been officially named a B Corporation; furthering our commitment toward running our business as a force for good while delivering people before profits service.

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Team size: 11-50 employees
LinkedIn: Visit
Industry: Staffing and Recruiting
Founding Year: 2009

What you'll do

  • You will manage high-value relationships with existing public company customers and trustee partners, overseeing onboarding and guiding clients through IPO transitions. Additionally, you will build scalable equity management processes.

Ready to join Jack & Jill/External ATS?

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Frequently Asked Questions

What does a Senior Customer Success Manager at VC-backed fintech SaaS do at Jack & Jill/External ATS?

As a Senior Customer Success Manager at VC-backed fintech SaaS at Jack & Jill/External ATS, you will: you will manage high-value relationships with existing public company customers and trustee partners, overseeing onboarding and guiding clients through IPO transitions. Additionally, you will build scalable equity management processes..

Why join Jack & Jill/External ATS as a Senior Customer Success Manager at VC-backed fintech SaaS?

Jack & Jill/External ATS is a leading Staffing and Recruiting company.

Is the Senior Customer Success Manager at VC-backed fintech SaaS position at Jack & Jill/External ATS remote?

The Senior Customer Success Manager at VC-backed fintech SaaS position at Jack & Jill/External ATS is based in London, United Kingdom. Contact the company through Clera for specific work arrangement details.

How do I apply for the Senior Customer Success Manager at VC-backed fintech SaaS position at Jack & Jill/External ATS?

You can apply for the Senior Customer Success Manager at VC-backed fintech SaaS position at Jack & Jill/External ATS directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Jack & Jill/External ATS on their website.