Customer Success Manager

Description:

Kiplot, a fast-growing and profitable UK-based startup, is transforming the way large enterprises manage their strategic initiatives through its next-generation project portfolio management (PPM) software. Unlike traditional legacy tools, Kiplot offers a modern, intuitive, and highly customizable platform that's already trusted by some of the world’s largest financial services organizations.

As a Customer Success Manager, you will play a vital role in shaping long-term relationships with global clients. This is a high-impact role where you’ll be the driving force behind customer success, product engagement, and configuration excellence. You'll work directly with Activation Leads and cross-functional teams to optimize customer experience, interpret complex data, and deliver strategic reporting.

Key Responsibilities:

• Partner with Activation Leads to onboard new customers while learning best practices in enterprise implementations

• Develop deep expertise in client data and configuration needs, offering tailored solutions and insights

• Design and configure custom reports—ranging from strategic portfolio views to detailed OKR and financial tracking

• Implement systems to monitor customer feedback and usage to drive continuous improvement

• Prepare and deliver customer training through documentation, live sessions, and video resources

• Collaborate with Product and Engineering teams to resolve customer issues and influence product evolution

About You:

• Detail-oriented with the ability to switch between complex tasks effortlessly

• Strong communicator capable of simplifying technical concepts

• Enjoys a dynamic, fun, and collaborative working environment

• Analytical mindset with a love for problem-solving through data

Skills and Experience Required:

Must-Haves:

• Some experience in project management

• Strong Excel skills; experience handling large datasets

• Familiarity with reporting tools like Power BI, Tableau, or similar

• Ability to prioritize tasks and manage multiple stakeholder expectations

Bonus Points:

• Undergraduate degree from a top-tier university

• Experience in consulting, PMO, or enterprise engagement

• Knowledge of work management tools like Jira

• Experience interacting with large enterprise clients

Perks and Benefits:

• Starting salary: £45K – £50K per annum

• Early-stage equity in a profitable, high-growth startup

• Hybrid working (3 days in-office at Old Street, London)

• 28 days annual leave

• Private medical insurance

• Pension scheme

• High-end computer and remote setup support

• Pet-friendly office, Thursday beer & pizza, and monthly socials (including trips abroad)

Interview Process:

1. 30-minute Zoom call with an Activation Lead

2. 90-minute skill-based interview (task involved)

3. Final video call with the Founders

4. Offer!