Customer Success Manager, 9fin
$90-105k
+ Equity
1+ day a week in office
Data & analytics platform for finance professionals
Be an early applicant
Data & analytics platform for finance professionals
201-500 employees
Be an early applicant
$90-105k
+ Equity
1+ day a week in office
201-500 employees
Company mission
To help leveraged finance professionals win business, outperform their peers, and save time.
Role
Who you are
- Minimum 2 years of relevant account management or Customer Success experience (Capital Markets, B2B Sales or Business Development)
- A strong knowledge of financial markets, and a demonstrated ability to build strong relationships within buyside, sellside & advisory community
- A track record of managing & growing a book of enterprise clients (min $1m+ book of business)
- Ability to plan and prioritize important tasks and work with accuracy and attention to detail
- Effective written and verbal communication skills conveying messages accurately and concisely
- Team player, but also able to work effectively alone (help is always at hand if you need though!)
- Existing relationships / network within the Leveraged Finance community would be beneficial
- If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another
What the job involves
- The Account Management Team is at the forefront of building client relationships and driving revenue through enhancing clients’ workflows. Customer Success will be a newly created function and extension of our AM team. They will collaborate closely with the account managers and innovate on new ways to partner with the 9fin client base
- The role focuses on ensuring that our clients fully understand our product offering and seek to improve usage of our platform using data to drive innovative communication
- There is also a high degree of collaboration between other teams to execute the usage growth strategy; enhance our high quality, high functioning, great looking, easy to use products; and to produce a top-tier customer experience
- This customer success position is unique and the strategy will be to deliver on specific projects over the course of a customer lifecycle, meaning that we are looking for a commercially minded individual that can build a high performing strategy from zero
- This is an opportunity to join a highly motivated and driven team within an exponentially growing business, servicing the largest financial market in the world, giving you the opportunity to accelerate your sales career
- Every day is different, but here’s an example of the kind of things you’ll work on:
- Become a 9fin expert with a strong understanding of our products and services
- Partner with the account managers on specific client projects to drive and ensure growth within the accounts
- Become the voice of the client when delivering on internal projects by ensuring our clients’ needs are consistently met
- Develop bespoke KPIs and strategies for accounts and introduce performance data driven insights to our clients
- Leverage existing customer relationships and expand the network of relevant contacts within each account to ensure 9fin continues to be the partner of choice for their needs
- Attend relevant industry conferences and events
- Maintain up to date records of client interactions via our CRM
Our take
9fin’s initial aim was to solve the problem of extracting data out of financial documents. It quickly turned to AI, where computer vision tools can be deployed to find key financial data point quickly and automatically.
Its AI tools learn to understand the complicated legal clauses in contracts, automating a lot of the manual work that's usually involve in this space. 9fin also has a team of journalists and analysts who product news and analysis that help make sense of complex situations. The result is an integrated platform that debt capital market professionals can use to make quicker and better investment decisions.
9fin is used by leading banks, hedge funds, and asset managers around the world. The company has seen significant investment, the most recent of which will support the scaling of its team and expansion of its product into new asset classes, as well as helping it to grow its presence in the US, Latin America, and Asia Pacific.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
84% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Dec 2024
$50m
SERIES B
Dec 2022
$25.6m
SERIES A
Total funding: $89m
Company benefits
- Flexible hybrid working policy
- 22 weeks full pay maternity, 12 weeks full pay paternity + shared parental leave
- Learning & development budget
- 25 days off + bank holidays
- Bi-annual team and company socials
- One month paid sabbatical after 5 years of service
- Work abroad for up to 3 months a year
- Bank holiday swap program
- Various health insurance packages via our PEO, TriNet
Company values
- Technology doesn't serve the business. Technology is the business: Technology and business are not independent; they are one and the same. We’ve met CEOs who don’t know what language their code is written in and CTOs who don’t know who the customers are. That’s not OK
- Talent trumps experience: We judge people by the quality of their ideas, not the duration of their employment. We’d rather work with people who have spent 12 months being awesome than those who have spent 3 years being average
- Don't know? Say so: Ignorance is only a weakness when you don’t admit it. We’ve seen lots of people waste hours of productivity because they were too afraid to ask for help
- Ship early and often: It’s impossible to design a truly awesome product without customer feedback
- Never settle: The product might have shipped, but it’s never perfect. If we can’t find ways to improve we just aren’t looking hard enough
- Diversity: We don’t discriminate. As well as being an end in itself, varied backgrounds and cultures bring new perspectives and stop group think
- Have an opinion: No decision is off limits to being challenged. Disagreement is healthy, it shows you care
- Beautiful simplicity: If it’s not easy to use, then it’s broken. Consumer applications relentlessly focus on the user with beautiful interfaces and snazzy graphics. There’s no reason why B2B can’t be just as good
- Make time for others: Everyone is busy. But taking 5-10 minutes out of your day to grab a coffee with a colleague who needs advice or help is not too much to ask
- Overcommunicate: Don’t leave people in the dark. It’s better to receive a 10 second note saying “Super busy, but I’ll get to it.” than radio silence
- Family & health come first: No customer or job matters more than family and your health
Company HQ
City of London, London, UK
Articles
Leadership
Steven Hunter
(Co-Founder & CEO)Previously an Analyst at JP Morgan and an Investment Executive at Babson Capital Investment.
Huss El-Sheikh
(Co-Founder & CTO)Previously a Business Analyst at Deutsche Bank for 4 years.
People progressing
Jen joined in 2022 as our Head of People, bringing a wealth of expertise in HR. As her industry knowledge and impact grew, Jen got promoted to COO in 2024 and is now one of our key executive leaders.
Huw joined 9fin as an intern in 2018 (one of our first employees!) 7 years later, he is now our Global Head of Strategic Operations, leading our global expansion.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
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Diversity, Equity & Inclusion at 9fin
- At 9fin, we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment.
- Our culture is built on 11 core values that include "Diversity" and "Family & health come first," which guide everything we do. We believe in fostering a supportive and inclusive work environment with genuinely kind, diverse and friendly people.
- Over the past 12 months, we've hired significantly and made a conscious effort to improve diversity and candidate experience. We implemented unconscious bias training, enhanced parental leave, and diversified our sourcing channels—resulting in an increase in female representation on our engineering team from 17% to 27%. We've got a long way to go but are proud of this start, and will continue improving as we scale!
- If you're excited about this role but your experience doesn't perfectly align with the job description, we encourage you to apply anyway. You might just be who we're looking for — either for this role, or perhaps another.
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