AI summary
The Customer Success Manager (CSM) will be the main contact for assigned accounts, helping clients achieve their goals, analyze customer health metrics, and collaborate with teams to improve client outcomes and satisfaction.
Job Description
Company Description: Valutico is a B2B FinTech company that operates an international valuation platform designed to empower financial service providers and valuation professionals with data-driven tools for more efficient analysis.
Experience: Mid-Level
Availability: Full-time
Job Function: Customer Success Manager
Location: Remote
Salary: £40-45k Base + Commission
What are we looking for: An English-speaking Customer Success Manager (CSM) for Europe to join our international team.
Responsibilities:
- Serve as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting them
- Review the customer journey, identifying how it’s supported, taking a consultative approach in helping clients overcome issues and achieve goals
- Facilitate interaction and workflow between project team members, including third-party service providers, to ensure deliverables are on time
- Collaborate, problem solve, and strategise upcoming client meetings with team members
- Prepare necessary documentation or visuals for client to demonstrate performance of campaigns; analyse trends in C-Sat/NPS scores to identify areas of improvement
- Work with the sales and marketing team to collect customer references and develop case studies
- Develop and understand customer outcomes by communicating with customers, analyse customer health metrics, run NPS and gather other feedback via Intercom.
- Collaborate with the Product Team to alert them of customer issues or bugs, and note requests for platform development
Requirements
- 3+ years of experience in Finance / Business Valuation, Account Management, or Customer Success
- The ability to work remotely and autonomously
- Experience in working in Customer Success or studies in Finance (ideally in the valuation sphere) - and an aptitude for the other
- A strong sense of motivation, a customer-focused mindset, excellent organisational skills, and the ability to learn quickly
- Strong verbal and written communication, strategic planning, and project management skills
- Analytical and process-oriented mindset
- Comfortable working across multiple departments in a deadline-driven environment
- Active team player, self-starter, and multitasker who can quickly adjust priorities
- Fluent / Native English
About the job
- Posted on
- Aug 11, 2026
- Job type
- Full-time
- Location
- United KingdomRemote
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