Top 5 Client success manager Jobs in Providence, Ri

Customer Success Manager
Atominvest —Providence, RI
- $80,000 - $100,000 a year
- Full-time
- Office
- Senior level
- Commercial
Customer Success Manager
Compass —Providence, RI
- $26 - $28 an hour
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Disability insurance
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Customer Success Manager
Modus Closing —Providence, RI
- $26 - $28 an hour
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Disability insurance

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Customer Success Manager

Atominvest
Providence, RI

Apply Now

Job Details

Full-time
$80,000 - $100,000 a year

Qualifications

Project development phase management
Data migration
Enterprise solutions implementation
Managing clients in a customer support role
B2B business model
SaaS (as product category for technical sales engineers)
SaaS
Project stakeholder communication
Cross-functional communication
Financial markets knowledge
Excel data analysis

Full Job Description

Who is Atominvest

Atominvest is the operating system for modern private markets asset managers. Our modular, flexible SaaS technology underpins key investor- and portfolio-management workflows.

Our customers are sophisticated private equity, growth equity, and private credit firms managing billions in assets globally. We aim to deliver ongoing high-quality outcomes for them through a long-term partnership mindset.

At Atominvest, you’ll be working on something very exciting: the future of work, investments and sustainability/ ethical investing for the world’s best investors and delivering a positive impact through this. Based on the growth we are experiencing, we think we’re on to something big.

It won’t be easy. Joining a scale up business is an amazing and rewarding challenge, pushing well beyond the boundaries of natural growth cycles. You’ll move quicker than feels comfortable and be brilliant at continually re-prioritizing what must get done to keep Atominvest growing year over year at the pace of the best SaaS companies on the planet.

We’ve gone from zero to ten, now we’re looking to go from ten to one hundred!

Role Overview

As a Customer Success Manager at Atominvest, you will own the end-to-end delivery of our platform for some of the world's most sophisticated alternative investment managers. You will be the primary relationship lead across complex, multi-stakeholder implementations — responsible for fast time-to-value, deep product adoption, and long-term account growth. This role sits at the heart of our commercial organisation, requiring someone equally comfortable in an Excel-heavy data migration and a C-suite business review. You will work closely with Product, Engineering, and Sales to ensure client outcomes are consistently delivered at the highest standard.

What You'll Be Doing

Own the full client lifecycle: requirements gathering, configuration, data migration, UAT, training, go-live, and post-deployment success
Lead structured implementation programmes for enterprise clients, managing complex timelines, dependencies, and senior stakeholder expectations
Run discovery workshops and executive business reviews with both operational and C-level contacts
Analyse client datasets, fund structures, and reporting workflows to design and configure optimal platform solutions
Proactively manage risk and escalation — keeping implementations on track in fast-moving, regulated environments
Partner with Product to manage change and operational risk during feature deployments — coordinating rollouts, communicating impact to clients, and ensuring new functionality lands smoothly within live production environments
Act as the bridge between clients and the product roadmap — gathering structured feedback, influencing prioritisation, and owning the end-to-end delivery of new features to your client base
Deliver consistently high-quality, responsive support, treating every client issue with urgency and ownership
Identify and develop expansion opportunities by understanding clients' broader operating models and strategic goals
Act as the voice of the client internally, contributing structured product feedback to Engineering and Product

Requirements

3–6 years in a Customer Success, Implementation, or client-facing role within B2B SaaS — specifically serving financial services or asset management clients
Demonstrable experience managing enterprise implementations end-to-end, including data migration and multi-phase delivery
Solid working knowledge of private markets, fund structures and investor reporting
Exceptional project management instincts — you track every dependency, own every deadline, and communicate proactively when things shift
Highly analytical, with strong Excel skills and comfort working with complex client datasets
Polished, precise communicator — written and verbal — with the confidence to challenge and guide senior stakeholders
High professional standards and meticulous attention to detail; you notice what others miss
Entrepreneurial mindset: you thrive with autonomy, move quickly, and bring solutions not problems
Bonus: formal PM methodology (PMP, PRINCE2, etc.)

Interview Process

Initial screening call
Conversation with our US Customer Success Lead
Case study
Interview with our Global Head of Customer Success
Conversation with US team member
Offer and onboarding at Atominvest

What we offer

Competitive compensation (fixed base salary + performance incentives)
25 days of holiday per year + bank holidays
Hybrid working style (a minimum of 3 days in our central London office is required)
Cycle2Work scheme
Employee Assistance Programme (EAP) to support employee wellness
A culture of trust, ownership, responsibility and autonomy in your work
An incredible team of smart and mission-driven people to work with
Fun working atmosphere
Significant growth opportunities
Company-wide socials and events

Compensation Range: $80K - $100K

Apply Now

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