Strategic Category Manager (SaaS)

Herdify

JOB DESCRIPTION About Herdify Herdify is a first-to-market B2B SaaS platform built on behavioural science, network science and complexity theory. Our technology predicts the collective behaviours of consumers, helping brands understand where real-world influence and word-of-mouth are already driving customer acquisition, retention and growth. Founded in the UK by ex-Microsoft and Cambridge and Bristol post-doc researchers, and advised by Rory Sutherland, Herdify brings together behavioural science, data and marketing technology to help brands find hidden opportunities for growth. We work with brands including Abel & Cole, MusicMagpie and Who Gives A Crap, as well as charities including the RSPCA, Crisis and The Salvation Army. We are now looking for a Customer Success & Growth Manager to own the customer relationship post-sale, helping our customers get more value from Herdify, whilst building the underlying operating model which will be able to support Herdify’s continued growth. The role  This is a hands-on, founding Customer Success and Growth role with a clear path to Head of Customer Success & Growth - including, in time, building a team to support them in delivering customer outcomes at scale. You will own a portfolio of customers - direct and via partners -and your job is to ensure customers are onboarded successfully; use the platform effectively; understand the value Herdify creates; and expand into additional use-cases. We believe that, wherever possible, everything we do for customers should ultimately be delivered through the product. That means this role will be influential in our product roadmap. You’ll work closely with our CPO and Co-founder contributing to what we build, when we build it, and how it helps customers get more value from Herdify. As a founding Customer Success & Growth role, it offers the opportunity to shape how Herdify supports, retains and grows customers as we scale. You'll own the customer relationship from implementation onwards, ensuring customers realise value quickly while identifying opportunities to deepen adoption, expand usage and maximise long-term customer value. Today, our post-sale customer journey comprises: 1. Customer Success: implementation, onboarding, usage, adoption and ongoing value delivery, including managing renewals.  2. Customer growth: helping customers and partners utilise Herdify across additional campaigns, channels, use cases and departments, turning it into a strategic insights platform. The right person will be able to have both conversations. They will be comfortable managing projects and deadlines, but also confident speaking to senior marketing, acquisition, fundraising and agency stakeholders about commercial outcomes, impact, and growth. In the first phase, this role is expected to be approximately 60% customer success (delivery, onboarding and adoption) and 40% growth (relationship management, account development and expansion).  Around 80% of the role will be supporting direct brand and charity customers, with 20% partner and agency collaboration alongside our Partner Manager. What you’ll be responsible for: Own customer delivery * Own the post-sale customer journey from handover through onboarding, adoption, ongoing impact and renewal preparation. * Orchestrate work and deadlines internally and externally between Sales, Data, Product and Customer teams to ensure a consistent customer experience. * Make sure customers understand the insights Herdify brings and how to act on it. * Identify risks early and create action plans to keep customers on track. * Gather customer feedback, testimonials and case study opportunities and liaise with Marketing and Product to action. Drive customer value and expansion * Help customers get more value from the Herdify platform over time. * Identify opportunities to expand into new use cases, campaigns, departments or regions. * Own renewals and expansion opportunities. * Build commercially led relationships with senior stakeholders, demonstrating the value of Herdify to their business. * Help customers understand how Herdify can support acquisition, retention, media planning, fundraising, local activation and wider strategic decisions. * Support agency and partner relationships where customer success depends on partner delivery. Shape the Customer Success function * Build the foundations of a repeatable CS/Growth operating model which can scale with Herdify’s growth; and once timing is right, help hire and manage the first team members * Collaborate with RevOps to create  * onboarding, adoption and customer health workflows * KPIs, reports and dashboards needed to surface and present CS and Growth data to Herdify’s leadership Be the voice of the customer in Product * Work closely with CPO to help identify and prioritise what should be improved, automated or delivered inside the platform, using structured customer/partner feedback * Surface manual tasks that could become product features to drive customer adoption and impact What success looks like: In the first 3 months * You understand Herdify’s product, proposition, customer base and delivery model. * You have taken ownership of the live customer portfolio. * Sales, Product and Data teams have a clearer view of customer health and delivery priorities. * You have started identifying expansion opportunities and customer risks. In the first 6 months * Customers have a clearer and more consistent onboarding and adoption experience. * CS reporting is in place and being shared with the leadership team. * There is a repeatable process for customer health, business reviews, renewals support and expansion identification. * You have helped Marketing to create stronger customer stories, testimonials and case studies * Herdify has a clear view of when and how to make the next CS hire. In the first 12 months * Herdify has a scalable Customer Success & Growth operating model. * Customer adoption, retention and expansion are being managed proactively. * The CS function has clearer KPIs, reporting and ownership. * The successful candidate is ready to step into a Head of Customer Success role as the team scales. YOUR PROFILE What we’re looking for You should be: * Excited by the idea of building a function, not just joining one. * Experienced in B2B SaaS Customer Success, ideally in MarTech, AdTech, marketing analytics, media, data or insight platforms. * Used to working with marketing, acquisition, media, fundraising or agency teams. * Comfortable managing multiple customers, projects and deadlines at once. * Action-oriented and comfortable with ambiguity. * Able to adapt your style to different customer types and seniority levels. * Commercially aware, with experience identifying expansion opportunities and building senior relationships. Nice to have * Experience in a first CS hire, founding CS or early-stage SaaS environment. * Experience working across both Customer Success and Account Management/Growth. * Experience with HubSpot CRM. * Experience building customer health scores, onboarding playbooks, QBR processes or CS reporting. * Experience hiring or managing junior CS team members. * Familiarity with marketing measurement, media planning, customer data, audience targeting or campaign performance. WHY US? Why join Herdify? This is a rare opportunity to join an early-stage SaaS company at the point where Customer Success becomes a core function. You will inherit active customer relationships and real expansion opportunities, but you will also have the space to design how CS works. You will also be joining a business backed by serious behavioural science thinking, with Rory Sutherland as an advisor and a product built around a new understanding of how consumer behaviour spreads in the real world. If you are a strong Senior CSM or CS Lead who wants to move towards Head of Customer Success, this is an incredibly rare chance to earn that progression by building the function, shaping the customer journey and helping define a new category in behavioural science-led marketing technology. WHAT YOU GET Benefits * Stock options * 25 days’ annual leave plus public holidays * Pension scheme * Annual training allowance * Choice of laptop, monitor and high-quality kit * Hybrid working across office, home, client and partner sites * The opportunity to shape a first-to-market category and build the Customer Success function from the ground up

9fin

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 This is a high-ownership, high-visibility role at the heart of a finance function that is scaling fast. As FP&A Manager, you will own the planning, reporting, and business partnering work that keeps 9fin’s leadership informed and its commercial decisions well-grounded. You will work directly alongside the Senior Strategic Finance & FP&A Manager and sit at the intersection of finance, commercial, and operational teams. This is not a role for someone who wants to process numbers in the background. You will be expected to form views, tell the story behind the data, and challenge assumptions — while building the infrastructure that makes the finance function faster and sharper over time. You will join at a moment when the FP&A function is still being shaped. That means genuine scope to influence how we plan, report, and partner with the business — and real opportunity to grow with the role as 9fin scales. WHAT YOU’LL DO PLANNING & FORECASTING * Support the annual budget and rolling forecast processes — coordinating inputs across the business, stress-testing assumptions, and producing a consolidated view that reflects commercial reality. * Build and maintain robust financial models that support scenario planning, headcount modelling, and long-range forecasting. * Translate financial plans into actionable targets for commercial and operational teams, ensuring the budget is understood and owned beyond the finance function. * Continuously improve forecast accuracy by refining methodologies and incorporating actuals analysis into future cycles. * Support board and investor reporting cycles with modelling, narrative, and presentation preparation. REPORTING & ANALYSIS * Own the headcount and financial model and lead report creation for the ELT — turning the numbers into clear, decision-ready narrative. * Produce variance commentary that goes beyond the numbers: what happened, why it happened, and what it means for the business. * Design and maintain KPI dashboards and reporting frameworks that give leadership real-time visibility into the metrics that matter. * Track and report on SaaS metrics — ARR, NRR, CAC, LTV, churn, and cohort performance — ensuring finance and commercial reporting are aligned. * Partner with the Finance Systems Lead to ensure reporting infrastructure is built on clean, timely data from source systems. * Support the build-out of investor-facing outputs as the business approaches future milestones. BUSINESS PARTNERING * Support business partnering across commercial, product, and operational teams — building relationships, developing financial insight, and adding value beyond the numbers. * Understand the sales pipeline, analyse revenue performance, and help the business make better decisions. * Support hiring decisions and headcount planning with clear financial analysis, working with Talent and functional leads to track actuals against plan. * Provide ad hoc analysis and decision support across the business — building the case for investment, surfacing risks, and identifying opportunities. AI & AUTOMATION This is a core part of the role — not a nice-to-have. We want someone who is genuinely excited about what AI and automation can do for a finance function, and who brings that energy into their day-to-day work. * Use AI tools actively and practically: to accelerate reconciliations, automate recurring analyses, clean and validate data, and turn manual processes into repeatable workflows. * Partner with the Finance Systems Lead to identify and embed automation across the FP&A function — from data ingestion to report generation. * Bring a point of view on AI-powered FP&A tooling — whether that’s planning platforms, forecasting assistants, or BI tools — and contribute to the evaluation of future investments. * Share knowledge and good habits with the broader finance team, helping build a culture of smart, tool-led working. ABOUT YOU This role will be a strong fit if you: * Have a strong foundation in FP&A, ideally built in a SaaS or high-growth technology business where you’ve had to move fast and think commercially. * Have an AI-native working style. You use AI tools day-to-day to sharpen your analysis, automate routine tasks, and do more with less — not just in theory. * Are fluent in SaaS commercial metrics and understand the business model dynamics that sit behind them — ARR, NRR, churn, cohort economics, unit economics. * Build models that are clean, well-structured, and actually used by the people they’re built for — not just technically correct. * Can tell a clear story with data. You write crisp variance commentary, build accessible dashboards, and present confidently to senior audiences. * Are a natural business partner. You build relationships with commercial and operational stakeholders, ask good questions, and add value beyond the numbers. * Are comfortable operating in ambiguity, managing competing priorities, and delivering to deadlines without constant direction. * Communicate clearly with both finance and non-finance stakeholders — as comfortable discussing methodology with the Control team as presenting to the CEO. * Are intellectually curious, self-motivated, and genuinely excited about building a finance function that operates ahead of the curve. NICE TO HAVE * Experience with or a view on dedicated FP&A and forecasting platforms — ideally having evaluated or worked within one. * Exposure to investor relations or fundraising processes, and familiarity with the financial narrative that supports them. Compensation & Benefits Finance & Insurance * Competitive base salary * Equity options * Pension with 9fin contributing 3% (employee contributions are uncapped) * Private health insurance with dental and vision Time Off * 25 vacation days per year * Local public holidays (with option to exchange for alternative days) * Hybrid working model * Work abroad for up to 3 months per year * 1-month paid sabbatical after 5 years of service * Enhanced parental leave and flexible working arrangements Growth & Culture * Professional learning and development budget * Bi-annual team socials * Summer and Winter company-wide events Location: London (hybrid) 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.

Modo Energy

About Modo Energy The energy transition is the biggest infrastructure buildout in human history. Modo Energy is the data platform at the centre of it. We build the benchmarking, forecasting, and valuation tools that the world's most serious energy investors, developers, and operators depend on to make decisions. If a battery gets financed, built, or traded anywhere in the world, there's a good chance Modo data was in the room. Founded in 2019, we're 80+ people across London, New York, Sydney, and Madrid; $30M Series B, AI-native, and moving fast. This is a rare chance to join a category-defining company at the moment it's scaling globally. The role We are looking for an entrepreneurial Account Manager with start-up and/or SaaS experience. This role is critical in bridging the gap between our software development teams and our end users. You will act as a trusted advisor to clients, helping them navigate complexity and translate their business needs into impactful outcomes through our platform. If you’re passionate about the energy industry and driven to deliver outstanding outcomes for our customers, we'd love to hear from you.   Responsibilities * Build and maintain strong, lasting relationships with clients, including developers, utilities, and funds, supporting them in integrating Modo Energy’s solutions into their strategic decision-making processes while identifying upsell and cross-sell opportunities to drive account growth. * You will serve as the primary point of contact for a portfolio of clients, focusing on account growth, retention, and achieving revenue targets. * Guide customers in using Modo Energy’s software suite to construct long-term power market scenarios, leveraging your expertise in power markets, while helping clients navigate and interpret complex results and resolving troubleshooting issues. * Collaborate with team leadership to coordinate resources and support strategic initiatives across the user base, ensuring alignment with client goals and product team insights. * Gather and communicate client feedback and pain points to the product team, contributing to continuous improvement and the product roadmap. * Oversee the integration of Modo Energy’s software suite into client operations, ensuring smooth adoption, proactively monitoring account health, and taking steps to prevent and resolve potential issues. * Understand client pain points and convey these back to the product teams to refine product roadmaps according to user needs.Monitor, track, and report on health of software accounts, taking proactive steps to anticipate and resolve incidents before escalation. * Implement initiatives to promote Modo Energy’s software community within the region and foster client engagement. Qualifications * 4+ years of experience in customer success, account management, or sales, ideally within a SaaS, energy, or tech environment. * Experience in roles where you have carried a revenue target or have been involved in driving account growth is a key requirement. * Deep interest and knowledge of SaaS products; interest/experience in power markets/energy transition is a plus. * Excellent communication skills, capable of explaining complex topics of both technical and non-technical audiences across different seniority levels. * Strong process management skills, with experience in leading and delivering time-critical projects. * Confident stakeholder management abilities, able to collaborate cross-functionally to drive new initiatives. * Self-starter with a creative problem-solving approach. * Proven ability to analyze, interpret, and derive insights from complex quantitative data. * Preferred Skills: familiarity with CRM and customer success platforms to monitor client health and track account growth opportunities. What You Can Expect From Us At Modo Energy, we believe that exceptional work deserves exceptional reward. We're a high-performance team; ambitious, collaborative, and genuinely motivated by the scale of what we're trying to build. You'll have real ownership from day one, work alongside some of the brightest people in the industry, and be part of a company that's defining a new category in the global energy market. We're hybrid: everyone works Tuesday to Thursday in office, with Monday and Friday flexible. We offer top-of-market compensation, equity for every employee, and the space to take your career wherever you want it to go. We're looking for people who want to do the best work of their careers. If that's you, we want to talk.