
9fin · London
About 9fin 9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mi...
About 9fin
9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion.
Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces
this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value
workflows across global markets.
Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms,
law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention
driven by deep workflow adoption.
We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward
becoming the category-defining platform for debt markets worldwide.
The opportunity
The Account Management Team is at the forefront of building client relationships and driving revenue through enhancing clients’
workflows. Customer Success will be a newly created function and extension of our AM team. They will collaborate closely with the
account managers and innovate on new ways to partner with the 9fin client base.
The role focuses on ensuring that our clients fully understand our product offering and seek to improve usage of our platform
using data to drive innovative communication.
There is also a high degree of collaboration between other teams to execute the usage growth strategy; enhance our high quality,
high functioning, great looking, easy to use products; and to produce a top-tier customer experience.
This customer success position is unique and the strategy will be to deliver on specific projects over the course of a customer
lifecycle, meaning that we are looking for a commercially minded individual that can build a high performing strategy from zero.
This is an opportunity to join a highly motivated and driven team within an exponentially growing business, servicing the largest
financial market in the world, giving you the opportunity to accelerate your sales career.
What you'll work on
Every day is different, but here’s an example of the kind of things you’ll work on:
continues to be the partner of choice for their needs
Requirements
Development)
advisory community
We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We
also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel.
Financial & Insurance
Time off
Training & Culture
A note from the hiring manager "Now is an exciting time to join 9fin. In 2020 we had a handful of clients and an untested product,
but thanks to the efforts of the incredible engineering and content teams, we’ve made huge strides in the last four years. We now
find ourselves with a game-changing tech platform and huge opportunities across the world’s biggest financial institutions. We
need driven and ambitious sales and account management professionals to help us break into new markets, launch brand new product
lines and unlock 9fin’s massive potential. It’s a great opportunity to become part of a fast-paced and high-achieving team, with
plenty of room for growth as 9fin push from start-up to scale-up and beyond!"
9fin is an equal opportunities employer
At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential
and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited
about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might
just be who we’re looking for — either for this role, or perhaps another.
WHO WE ARE ABOUT STRIPE Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. ABOUT THE TEAM Stripe’s Customer Success Managers are ultimately responsible for the complete post-sales lifecycle of a Stripe user, and through your partnership, users will derive maximum value from their investments, leading to project success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. WHAT YOU’LL DO You will become a trusted advisor to these customers, will deeply understand their business and their needs, and help them maximize the value they get from Stripe. This role involves working closely with the user account team, senior executives and engaging in product, payments, and technical conversations at multiple levels of the organization. You will be the user’s internal advocate, helping ensure an excellent Stripe experience, and gathering feedback on ways that Stripe can build the next generation of user-focused solutions. You will love this job if you are a natural relationship and business builder. RESPONSIBILITIES * Lead the post-sale engagement, retention, and growth of your customers, partnering closely with the Account Executive * Support expansion of your accounts - identify opportunities, drive business outcomes, ensure customers are successful in partnership with the account team * Build and foster relationships with senior executives in business, product, engineering, finance, and IT in partnership with the Account Executive and team * Evangelize Stripe customer success stories and customer success systems and processes * Articulate and drive customer use cases, customer value and expansion while maintaining trusted customer advisor status * Serve as a trusted payments and commerce advisor to the customer and educate them on the use and benefits of our products and our industry * Aligned with the account team, perform business reviews to align on business priorities, Stripe product roadmap, review services satisfaction, share usage patterns or insights, surface issues, provide guidance on how to optimize the value from Stripe, and identify product expansion opportunities. * Advocate for the customer to internal stakeholders. Share customer feedback and insights to Product Management, Engineering, Support, Marketing, and Sales on the innovation and improvement needed to optimize the Stripe user experience * Drive overall account health including payments performance, cost optimization, product adoption, usage velocity, account renewals and growth, referrals, and customer satisfaction WHO YOU ARE We’re looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. MINIMUM REQUIREMENTS * 8+ years of experience in a client-facing role ideally customer success, managing relationships with large, global, and complex organizations, preferably working with a technical product * Strong analytical skills and operating rigor * Strong executive presence and presentation skills, particularly for in-person meetings with multiple stakeholders * History of success as a consultant, pre-sales, technical account management, or equivalent * Experience building comprehensive account plans * Proven track record of achieving targets and goals, preferably in a sales setting * Track record of managing large, complex projects and/or programs * Experience handling difficult customers or situations and can demonstrate resolutions * Must work within a team environment with sales and services peers * Ability to navigate data and people to find answers * A strong understanding of our business and products, and an ability to research/self-starter PREFERRED QUALIFICATIONS * Sophisticated business sense and understanding of underlying drivers and strategy of our user’s businesses * Track record of leading technical conversations and persuading others to take action based on requirements and value provided by solutions * Willingness to tackle things on your own * A capability to work well with a wide range of people, both internally and externally * The motivation and flexibility to work well in a high-growth environment where things change quickly
WHO WE ARE ABOUT STRIPE Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. ABOUT THE TEAM Customer Success Managers (CSM) oversee the post-sales lifecycle for Stripe users, ensuring they realize the maximum value of their investment. This partnership drives user success, increases retention and expansion, and supports mutually beneficial renewal outcomes. Few roles provide such a direct impact on the growth of the company. WHAT YOU'LL DO We're looking for a motivated and curious professional to manage a book of enterprise customers. The CSM delivers proactive workshops, business reviews, payments insights, and thought leadership to help users grow their business. The ideal candidate is detail-oriented and meticulous, and enjoys engaging customers to investigate issues and deliver insights. This role involves working closely with sales, technical account managers, and operations teams to engage customers in product, payment, and technical conversations. RESPONSIBILITIES * Partner closely with account executives and technical account managers to support post-sale engagements focused on the optimization, retention, and growth of enterprise customers * Manage a book of customers to drive overall account health including performance, product adoption, usage velocity, account renewals and growth, referrals, and customer satisfaction * Serve as a trusted payments and product advisor to managed customers by delivering payment performance and industry insights * Perform business reviews to align on user priorities, review payments performance metrics, share the Stripe product roadmap, and provide guidance on how to optimize the value from Stripe * Advocate for the customer to internal stakeholders. Share customer feedback and insights with Product Management, Engineering, Support, Marketing, and Sales on the innovation and improvement needed to optimize the Stripe user experience. * In coordination with an account team, support book expansion—identifying and surfacing opportunities to ensure customers are successful. WHO YOU ARE We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. MINIMUM REQUIREMENTS * 4+ years of experience in a client-facing role ideally in enterprise relationship management, partnering with large, global, and complex organizations, preferably working with a technical product * Strong business sense and understanding of underlying drivers and strategy of our users' businesses * Track record of leading technical conversations and persuading others to take action based on requirements and value provided by solutions * Strong problem-solving skills PREFERRED QUALIFICATIONS * Excellent operating rigor including organizational and time management skills * Strong executive presence and presentation skills, particularly for in-person meetings with multiple stakeholders * History of success as a consultant, pre-sales, technical account manager, or equivalent * Proven track record of achieving targets and goals, preferably in a sales setting * Track record of managing large, complex projects or programs
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 * 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 Requirements * 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.) What we offer * 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