Apex Group Ltd
Client Success Manager
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
The Apex Group
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you.
About Holtara
Our economic system has delivered unprecedented prosperity — but often at significant environmental and social cost. The time has come to forge a new path and transition to a more sustainable economy.
Holtara is leading the way in building effective ESG & sustainability programs, combining expert advisory with award-winning platforms. For over 15 years, we’ve empowered investors, managers, and companies to leave a legacy they can genuinely be proud of. As part of the global Apex Group, our 130-strong team spans Amsterdam, London, the US, Spain, and India — united by a shared ambition to drive meaningful change.
We offer a unique combination of advisory and technology services across the investment lifecycle, helping businesses make a real impact today for a more sustainable tomorrow.
The role: Client Success Manager
We are looking for a Client Success Manager to act as the primary liaison for UK clients, typically high-profile investment managers across private equity and private credit. The Client Success Manager will lead client engagement, communication, and coordination post-onboarding, supporting clients and their portfolio companies to drive meaningful and measurable ESG improvements.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The ideal candidate will have experience in a client-facing role, ideally within a SaaS B2B, financial services, ESG, consulting, or technology environment. They will be able to demonstrate how they have built trusted client relationships, maintained client loyalty, and identified opportunities to expand the value delivered to clients.
As a Client Success Manager, you will own a portfolio of clients, nurture senior relationships, and ensure that the full potential of Holtara’s advisory and platform offerings are realised across our existing client base. Your main goal will be to become a trusted advisor to your clients.
What you will do
- Act as the primary relationship lead for a portfolio of UK clients, ensuring strong engagement, communication, and delivery throughout the client lifecycle.
- Coordinate all aspects of client engagement and delivery, ensuring projects are aligned, efficient, and delivered to a high standard.
- Ensure consistently high-quality report delivery, both in content and timing, reflecting client needs, ESG priorities, and areas of high-impact potential.
- Proactively identify opportunities to improve delivery processes, client experience, and product effectiveness to ensure Holtara remains efficient and best-in-class.
- Proactively identify, develop, and support the conversion of advisory opportunities across ESG due diligence, climate transition, sustainability value creation, ESG reporting, regulatory readiness, sustainable finance, and impact.
- Work closely with Holtara.io (our sustainability platform) and technology colleagues to ensure client feedback is represented in our product roadmap.
- Collaborate with internal teams, including advisory, platform, and commercial colleagues, to ensure client needs are understood and effectively addressed.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What you bring
- 4+ years of experience in a client-facing role, ideally within Client Success, Account Management, Sales, Consulting, ESG, financial services, or technology.
- Experience managing high-profile or international clients, with a proven ability to build trusted relationships.
- Experience working with SaaS platforms or technology-enabled services.
- Strong collaboration skills, with the ability to work effectively across multiple internal teams to achieve client goals.
- Excellent communication and influencing skills, including strong written, presentation, and video conference skills.
- Experience delivering multi-faceted projects involving client meetings, internal coordination, data management, and report delivery.
- A proactive, ambitious, and open-minded approach, with strong problem-solving skills.
- ESG/sustainability knowledge is an advantage but not essential. However, a willingness to learn about and develop knowledge of ESG and sustainability topics is required.
- Strong organisational skills, structured ways of working, and exceptional attention to detail.
- A genuine interest in sustainability, technology, data, and scalable client solutions.
- Resilience, adaptability, and the ability to manage competing priorities in a fast-paced environment.
- A strong networking mindset, with willingness to attend and represent Holtara at relevant industry events.
- A technology-focused mindset, with comfort working with data, platform-enabled advisory models, and AI-enabled delivery.
Practical details
- Location: London, hybrid working, with travel to in-person client meetings as required.
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location