Customer Success Manager at Aveni

Customer Success Manager

Do you love building relationships, running a tight process, and seeing clients get real value from technology?

We’re looking for Customer Success Managers to help our clients, mainly UK wealth managers, adopt Aveni Assist and Aveni Detect and achieve measurable results. Our products are used by thousands of advisers inside each client organization, so this is customer success at scale—not just running QBRs.

Aveni is an award-winning technology company. We build real, production-ready agentic systems that reshape how banks, advisers, and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. Combining world-leading Natural Language Processing (NLP) and Large Language Model (LLM) expertise with deep financial services domain experience, we use the latest in AI to automate and innovate, empowering businesses to achieve exceptional productivity and compliance outcomes.

You’ll own a portfolio of client accounts post-sale, acting as their primary point of contact and ensuring Aveni consistently delivers against their strategic goals. Working closely with our Enablement and Implementation teams, you will drive adoption across large user bases, run structured performance reviews, and identify expansion opportunities.

Note: We currently have two openings for this position.

• Know your clients: Deeply understand each client’s business model, operational goals, and key challenges.

• Be the main point of contact: Handle client requests and concerns quickly, professionally, and proactively.

• Drive product adoption: Track usage analytics across thousands of active end-users, spot engagement gaps, and partner with the Enablement team to close them.

• Run a repeatable process: Execute and refine our CS playbooks to ensure every account receives a high-quality, consistent experience.

• Review performance: Lead regular check-ins and Executive / Quarterly Business Reviews (QBRs) that demonstrate tangible value, ROI, and progress.

• Grow accounts: Identify potential expansion and upsell opportunities, collaborating closely with our commercial team.

Essential Experience & Skills

• Proven experience as a Customer Success Manager within a B2B SaaS business.

• A structured, clear, and repeatable approach to account management and process execution.

• Demonstrated experience with software products utilized by large, distributed end-user bases.

• Strong rapport-building, executive presence, and communication skills from the initial interaction.

• Highly ambitious with a desire to continuously learn, adapt, and progress your career in a fast-paced environment.

• Willingness and flexibility to travel regularly to client sites across the UK.

Nice to Have

• Experience working with wealth management, financial planning, or wider Financial Services clients.

• Prior background in a high-growth scale-up or start-up environment.

• Hands-on involvement in commercial renewal or account expansion conversations.

We offer an innovative, collaborative environment built on shared success and continuous growth:

• Remote & Flexible Working: Remote-first culture across the UK, with access to co-working spaces.

• Generous Leave: 34 days holiday plus your birthday off (inclusive of bank holidays).

• Shared Ownership: Share options scheme so everyone succeeds together.

• Health & Wellbeing: Private medical and dental care, life insurance, income protection, and a 24/7 Employee Assistance Programme (EAP).

• Retirement: Matched pension contribution up to 5%.

• Continuous Growth: Personal development support, cycle-to-work scheme, and retailer discount perks.

At Aveni, we believe that diversity drives innovation. We’re committed to building a team that reflects the diverse communities we serve and creating an inclusive workplace where everyone feels valued and empowered to contribute their best work. We know that some candidates only apply when they meet 100% of the criteria, but if you're excited about this role and believe you'd be a great fit, we’d love to hear from you anyway.

Apply now to join us on our mission to transform the financial services industry through AI.

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