InvestorHub

Customer Success Manager (CSM)

InvestorHub  •  London, GB (Onsite)  •  3 hours ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Customer Success Manager (CSM)

Application Deadline: 24 July 2026

Department: Client Success Management

Employment Type: Permanent - Full Time

Location: London

InvestorHub

InvestorHub is a fast-growing global tech startup changing the way public companies connect with their investors.

With offices in Melbourne and London, we're backed by the Victorian Government's 30x30 program and recognised as a "potential unicorn." Since expanding to London in 2023, we've grown quickly, working with 200+ clients globally to improve investor engagement. Our team is made up of people from 12 countries, bringing different perspectives and a shared drive to build something meaningful. We keep things simple, focus on what matters, and believe in learning as we grow.

The problem we solve

Retail (individual) investors are more important than ever, yet many public companies struggle to connect with them. Traditional investor relations focus on institutions, leaving everyday investors overlooked. InvestorHub gives companies the tools to engage directly with their shareholders, improving communication, transparency, and trust in the market.

What we're looking for

We're looking for an experienced Customer Success Manager to join our growing London team.

This is a highly strategic Customer Success role, working with a portfolio of publicly listed companies to help them maximise engagement with their shareholders.

Rather than managing hundreds of accounts, you'll work closely with a smaller number of customers, building trusted relationships with senior stakeholders and helping them achieve meaningful outcomes from InvestorHub's platform.

If you enjoy combining commercial thinking, data-led conversations and consultative customer relationships, we'd love to hear from you.

  • Own a portfolio of strategic customer accounts, driving adoption, engagement and long-term success
  • Build trusted relationships with senior stakeholders including CEOs, CFOs, Investor Relations and Communications leaders
  • Lead onboarding, implementation and ongoing strategic reviews with customers
  • Use customer data and platform insights to identify opportunities to improve engagement and adoption
  • Own customer renewals, ensuring strong retention through proactive relationship management
  • Identify expansion opportunities and partner with the commercial team where appropriate
  • Act as the voice of the customer, sharing insights with Product and Leadership teams
  • Maintain accurate customer health, activity and renewal information within HubSpot
  • Deliver a consistently high-quality customer experience throughout the customer lifecycle

  • Have 2-4 years' experience in a Customer Success role within a SaaS business
  • Have experience managing strategic customer relationships
  • Enjoy working with senior stakeholders and acting as a trusted advisor
  • Are commercially minded and understand how customer success contributes to retention and growth
  • Are confident using data to guide customer conversations and recommendations
  • Are organised, proactive and comfortable managing multiple priorities
  • Are an exceptional communicator, both written and verbal
  • Enjoy working in an in-office environment (we're in 5 days a week - Farringdon)

  • Experience working with data, analytics or insight-driven products
  • Experience working with publicly listed companies, investor relations or capital markets
  • Experience working with enterprise or mid-market customers

  • Quarterly performance bonus linked to Net Revenue Retention
  • Stock options - everyone shares in our success
  • 25 days holiday + bank holidays to recharge properly
  • Weekly team lunches, monthly socials, quarterly events and an annual company offsite
  • Learning & development budget
  • Private medical insurance and pension matching
  • The opportunity to develop your career within a fast-growing global technology company

  • Introductory screening call with our Talent Partner (30 mins)
  • Practical Customer Success assessment and in-person interview
  • Team and culture conversation
  • References & Offer


InvestorHub is committed to building an inclusive and diverse workplace. The strength of our team comes from the variety of backgrounds, experiences and perspectives we bring together. We treat every employee fairly and equally, and we strive to create an environment where everyone feels confident, comfortable and empowered.


Note to recruitment agencies: InvestorHub is committed to building a long-term approach to our hiring strategy and is already working in partnership with selected talent partners. We therefore ask that you refrain from sending speculative CVs or sales approaches in relation to this vacancy.



As a Client Success Manager, you will:

  • Own a portfolio of strategic customer accounts, driving adoption, engagement and long-term success
  • Build trusted relationships with senior stakeholders including CEOs, CFOs, Investor Relations and Communications leaders
  • Lead onboarding, implementation and ongoing strategic reviews with customers
  • Use customer data and platform insights to identify opportunities to improve engagement and adoption
  • Own customer renewals, ensuring strong retention through proactive relationship management
  • Identify expansion opportunities and partner with the commercial team where appropriate
  • Act as the voice of the customer, sharing insights with Product and Leadership teams
  • Maintain accurate customer health, activity and renewal information within HubSpot
  • Deliver a consistently high-quality customer experience throughout the customer lifecycle



InvestorHub

About InvestorHub

InvestorHub makes it simple for public companies to build direct relationships with individual investors. By reducing the time and cost of execution, our technology enables teams to focus on strategy and deliver stronger IR outcomes. Trusted by 200+ companies globally on the LSE, AIM, AQSE, and ASX.

Industry
Finance & Insurance
Company Size
51-200 employees
Headquarters
Melbourne, AU
Year Founded
2022
Social Media