Client Success Manager
Core
Primary liaison for UK high-profile investment managers (private equity/credit) to drive measurable ESG improvements and coordinate delivery of advisory and platform services.
Role type
Senior Client Success Manager (B2B SaaS/Financial Services)
Builds
ESG advisory services and sustainability platform features for investment managers
Domain
Financial Services / ESG & Sustainability
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Client relationship management, project coordination, report delivery, cross-functional collaboration, product feedback integration, opportunity identification, data management, presentation skills
Preferred skills
SaaS platform experience, ESG/sustainability knowledge, technology-focused mindset, AI-enabled delivery comfort, networking
Technologies
Holtara.io platform, AI-enabled delivery tools
Responsibilities
Act as primary relationship lead for UK client portfolio; coordinate client engagement and project delivery; ensure high-quality report delivery; identify opportunities to improve delivery processes and product effectiveness; convert advisory opportunities across ESG due diligence, climate transition, and sustainable finance; collaborate with internal teams and platform colleagues to address client needs.
Seniority
Senior, hands-on IC