Lead Institutional Onboarding. Manage the transition from "Closed-Won" to fully operational, ensuring complex investment teams are successfully integrated into the platform.
Drive Strategic Adoption. Act as a consultant to our partners, helping them leverage data and automation to hit their deployment and asset management targets.
Own Retention & Expansion. Monitor account health, lead Quarterly Business Reviews (QBRs), and work closely with Sales to identify opportunities for upsells or territory expansion.
Be the Voice of the Customer. Synthesize feedback from sophisticated investors and translate it into actionable insights for our Product and Engineering teams.
Build the CS Playbook. As an early hire, you won't just follow a process—you will help design the workflows and success metrics that define the department as we scale.

3–5 years in Customer Success or Account Management. Ideally within B2B SaaS, FinTech, or a consultative professional services environment.
Analytical Fluency. You are comfortable with data, investment metrics, and reporting; you can tell a story through numbers.
Relationship Architect. Proven ability to manage senior stakeholders (VPs of Real Estate, Fund Managers) and build long-term trust.
Self-Sufficiency. You thrive in a fast-paced, "build-as-you-go" environment and take full ownership of your portfolio.
Language skills. Professional fluency in English is required.
Multilingual: Fluency in Spanish or German is a significant plus for our European expansion.
Domain Knowledge: Understanding of real estate investment lifecycles or institutional asset management.
Startup Experience: You have helped scale a CS function at a Seed or Series A company.

Real ownership. Direct responsibility for the success and retention of major institutional accounts.
Direct founder access. Collaborate with leadership to refine the platform’s value proposition.
High learning curve. Master the intersection of PropTech, asset management, and institutional capital.
Clear growth path. Opportunity to lead the CS or Account Management team as the London office grows.
Competitive compensation. Competitive base salary + performance-related bonuses.

Customer Success Manager – PropTech, Investment SaaS

Key skills