What are the responsibilities and job description for the Customer Success Manager position at Atominvest?
Who Is Atominvest
Atominvest is the operating system for modern private markets asset managers. Our modular, flexible SaaS technology underpins key investor- and portfolio-management workflows.
Our customers are sophisticated private equity, growth equity, and private credit firms managing billions in assets globally. We aim to deliver ongoing high-quality outcomes for them through a long-term partnership mindset.
At Atominvest, you’ll be working on something very exciting: the future of work, investments and sustainability/ ethical investing for the world’s best investors and delivering a positive impact through this. Based on the growth we are experiencing, we think we’re on to something big.
It won’t be easy. Joining a scale up business is an amazing and rewarding challenge, pushing well beyond the boundaries of natural growth cycles. You’ll move quicker than feels comfortable and be brilliant at continually re-prioritizing what must get done to keep Atominvest growing year over year at the pace of the best SaaS companies on the planet.
We’ve gone from zero to ten, now we’re looking to go from ten to one hundred!
Role Overview
As a Customer Success Manager at Atominvest, you will own the end-to-end delivery of our platform for some of the world's most sophisticated alternative investment managers. You will be the primary relationship lead across complex, multi-stakeholder implementations — responsible for fast time-to-value, deep product adoption, and long-term account growth. This role sits at the heart of our commercial organisation, requiring someone equally comfortable in an Excel-heavy data migration and a C-suite business review. You will work closely with Product, Engineering, and Sales to ensure client outcomes are consistently delivered at the highest standard.
What You'll Be Doing
Atominvest is the operating system for modern private markets asset managers. Our modular, flexible SaaS technology underpins key investor- and portfolio-management workflows.
Our customers are sophisticated private equity, growth equity, and private credit firms managing billions in assets globally. We aim to deliver ongoing high-quality outcomes for them through a long-term partnership mindset.
At Atominvest, you’ll be working on something very exciting: the future of work, investments and sustainability/ ethical investing for the world’s best investors and delivering a positive impact through this. Based on the growth we are experiencing, we think we’re on to something big.
It won’t be easy. Joining a scale up business is an amazing and rewarding challenge, pushing well beyond the boundaries of natural growth cycles. You’ll move quicker than feels comfortable and be brilliant at continually re-prioritizing what must get done to keep Atominvest growing year over year at the pace of the best SaaS companies on the planet.
We’ve gone from zero to ten, now we’re looking to go from ten to one hundred!
Role Overview
As a Customer Success Manager at Atominvest, you will own the end-to-end delivery of our platform for some of the world's most sophisticated alternative investment managers. You will be the primary relationship lead across complex, multi-stakeholder implementations — responsible for fast time-to-value, deep product adoption, and long-term account growth. This role sits at the heart of our commercial organisation, requiring someone equally comfortable in an Excel-heavy data migration and a C-suite business review. You will work closely with Product, Engineering, and Sales to ensure client outcomes are consistently delivered at the highest standard.
What You'll Be Doing
- Own the full client lifecycle: requirements gathering, configuration, data migration, UAT, training, go-live, and post-deployment success
- Lead structured implementation programmes for enterprise clients, managing complex timelines, dependencies, and senior stakeholder expectations
- Run discovery workshops and executive business reviews with both operational and C-level contacts
- Analyse client datasets, fund structures, and reporting workflows to design and configure optimal platform solutions
- Proactively manage risk and escalation — keeping implementations on track in fast-moving, regulated environments
- Partner with Product to manage change and operational risk during feature deployments — coordinating rollouts, communicating impact to clients, and ensuring new functionality lands smoothly within live production environments
- Act as the bridge between clients and the product roadmap — gathering structured feedback, influencing prioritisation, and owning the end-to-end delivery of new features to your client base
- Deliver consistently high-quality, responsive support, treating every client issue with urgency and ownership
- Identify and develop expansion opportunities by understanding clients' broader operating models and strategic goals
- Act as the voice of the client internally, contributing structured product feedback to Engineering and Product
- 3–6 years in a Customer Success, Implementation, or client-facing role within B2B SaaS — specifically serving financial services or asset management clients
- Demonstrable experience managing enterprise implementations end-to-end, including data migration and multi-phase delivery
- Solid working knowledge of private markets, fund structures and investor reporting
- Exceptional project management instincts — you track every dependency, own every deadline, and communicate proactively when things shift
- Highly analytical, with strong Excel skills and comfort working with complex client datasets
- Polished, precise communicator — written and verbal — with the confidence to challenge and guide senior stakeholders
- High professional standards and meticulous attention to detail; you notice what others miss
- Entrepreneurial mindset: you thrive with autonomy, move quickly, and bring solutions not problems
- Bonus: formal PM methodology (PMP, PRINCE2, etc.)
- 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)
- 25 days of holiday per year bank holidays
- Hybrid working style (a minimum of 3 days in our central London office is required)
- Cycle2Work 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
Salary : $80,000 - $100,000