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InvestorHub

Customer Success Manager (CSM)

London
Posted 1 day ago
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Customer Success Manager (CSM)

Application Deadline: 24 July 2026
Department: Client Success Management
Employment Type: Permanent - Full Time
Location: London


Description

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.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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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.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

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.

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

Responsibilities

  • 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

Requirements

  • 2-4 years' experience in a Customer Success role within a SaaS business
  • 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)

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Preferred Qualifications

  • 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

Benefits

  • 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

Application Process

  • 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.

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Skills

Customer Success Management
Strategic Account Management
Stakeholder Management
Onboarding
Customer Retention
Data Analysis
Commercial Thinking
HubSpot
Consultative Selling
Communication

Location

London, England, United Kingdom

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