Customer Success Manager

Customer Success Manager Private Equity | SaaS Scale-Up | London / Hybrid

Private Equity M&A tax structuring or a similar advisory environment.

1 day a week in office

We're working with an emerging SaaS business at the intersection of technology and private equity helping deal teams streamline and scale their operations through data and automation.

They're now looking to bring on an Engagement Manager (Customer Success) to build deep relationships with clients across the PE market, helping them maximise value from the platform while shaping how the business scales.

This is a strategic, relationship led role ideal for someone with a background in Private Equity M&A Tax or Deal Advisory (likely from a Big 4 or boutique firm) who's ready to move into a customer-facing position in the tech world.

The Opportunity

• Act as a trusted partner to senior PE stakeholders, ensuring their success and satisfaction across the customer lifecycle.
• Lead onboarding and adoption, helping clients embed the product into their workflows.
• Build long-term relationships with deal teams, driving renewals, expansion, and advocacy.
• Work cross-functionally with sales, product, and support to deliver a best-in-class customer experience.
• Share client feedback to shape product direction and future functionality.

What You'll Bring

• 3+ years' experience in Private Equity M&A tax structuring or a similar advisory environment.
• Strong communication and relationship-building skills able to connect with both technical and commercial stakeholders.
• Analytical mindset and a proactive approach to problem-solving.
• Passion for technology, data, and helping customers achieve tangible outcomes.
• Comfortable in a fast-paced, evolving environment where you'll have a real voice and impact.

If you're a PE professional who loves building relationships and wants to play a part in scaling a high-growth SaaS business, this could be a great next step.