Customer Success Specialist - Investment Banking

🔒 Confidential Employer
Posted 24 March 2026
LOCATION
London
TYPE
Full-time
LEVEL
Associate
CATEGORY
Finance
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Customer Success Relationship Building Communication Skills Financial Services Account Management Onboarding Subscription Services Credit Markets

FULL DESCRIPTION

The Customer Success Specialist at [Employer hidden — view at passion-project.co.uk] will focus on increasing user adoption, driving retention, and developing relationships within the investment banking space. Responsibilities include onboarding, account monitoring, and collaborating with internal teams.

Responsibilities

  • Become an [Employer hidden] expert with a strong understanding of our products, services, and the credit investing market
  • Develop key relationships, drive usage, and reach with a wide range of subscribers through understanding each persona’s different workflows, educating them with best practices on how to use the service, gathering feedback, and providing updates on new functionalities, databases, and products
  • Lead onboarding and implementation efforts for new [Employer hidden] subscribers and provide support to first-year customers to prevent churn
  • Monitor account health across a book of investment banking accounts, identifying at-risk accounts and providing dedicated coverage alongside the account management team ahead of the renewal
  • Leverage existing customer relationships and expand the network of relevant contacts within each account to become the partner of choice for their needs
  • Proactively strategize outreach efforts through emails, phone calls, and in-person meetings
  • Act as the voice of the customer when collaborating with various internal teams across sales, editorial, product, and tech to ensure our clients’ needs are met
  • Work closely with the sales team to develop account plans, monitor our client’s platform usage, and share findings from client interactions, including but not limited to relaying new firm knowledge and potential expansion opportunities to ensure customer growth

Requirements

  • Undergraduate degree, preferably in business, finance, or a related field
  • 1+ years of working experience in a customer-facing role, ideally in financial services or with subscription-based services
  • Excellent written and verbal communication skills
  • A self-starter who is diligent and organized but adaptable
  • Demonstrated interest in financial services and learning the credit markets
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