We’re looking for a tech-savvy, client-focused CSM to take a leading role in delighting clients and boosting client outcomes at key accounts and across our portfolio.

UpSlide is the number one productivity solution provider for financial services. Our software dramatically improves the functionality of PowerPoint, Word, Excel and Power BI and enables users at firms like Citi, KPMG, and BNP Paribas to focus on high-value tasks rather than formatting or copy-pasting. We’re scaling-up with 120+ employees across our offices in London, New York, Paris (HQ), Singapore, and Berlin; with 25+ in London.

As a CSM at UpSlide you’ll manage relationships with senior stakeholders; solve tricky adoption challenges; and lead initiatives and processes to boost client value, usage and satisfaction in key accounts and across our client portfolio.

Responsibilities

You will be a core member of the Client Solutions (CS) team and you will be a technology and use case specialist, demonstrating a deep understanding of the UpSlide customer journey from implementation to adoption and expansion. You will:

• Be a trusted point of contact that clients can rely on to get the most out of UpSlide
• Help clients execute a successful UpSlide launch by collaboratively planning change management, sharing best practice and communication assets; and by monitoring and advising on user adoption
• Work closely with our implementation, sales and support teams to achieve client goals
• Optimise existing processes within the company and actively enhance all Customer Success initiatives
• Maintain a detailed understanding of our products and services, assist customers with questions and best practices for their needs
• Sustain business growth by adopting a data-driven approach to customer management to prioritise time around risk, and mitigating churn through customer engagement
• Drive and maintain high active user numbers and client satisfaction scores

Key requirements

Qualifications and experience:

• Experience in mid-tier and enterprise B2B relationship management or account management (SaaS experience preferred)
• Familiarity with professional services and/or financial services (investment banking familiarity preferred)
• Technical aptitude, strong problem-solving abilities and analytical skills
• Experience with Excel, Word and PowerPoint (Power BI experience also valued)
• The right to work in the UK

Skills and attributes:

• Strong organization and project management skills to manage an exciting portfolio of clients
• An eye for detail and high standards for deliverables
• Excellent people, communication and presentation skills
• Excellent written and spoken English

What we offer

Make a real difference and be at the very centre of a self-funded and growing SaaS company (doubling every 2 years for the past 10 years)!

• General: Health insurance (with matched contributions up to 5% after one year)
• Flexible office policy: Beautiful offices available five days a week, minimum of two days a week required in the office, flexible working hours policy, and €500 WFH equipment budget
• Wellness package: £45/month for physical and mental wellness activities
• Holidays: 25 days plus public holidays & a half-day of additional holiday per year of full service (up to five additional days)
• Parental leave: 14/4 weeks paid parental leave for the birthing/non-birthing parent and help for parents of children under seven
• Training & professional development: High-quality programs and continuous training
• International environment: International start-up with five offices (Paris, London, Berlin, New York, Singapore) and users in more than 60 countries
• Company events: Office socials and international company events
• Compensation: See below

More about UpSlide

On top of exciting business challenges in a fast-growing market, you will find a friendly, caring, and challenging culture. You will be met with opportunities to acquire new skills, learn from others in a multi-cultural environment, and grow as a person.

UpSlide was ranked #1 best place to work in 2019 and #1 best place to work in 2020 in the category “best company for remote work”. (https://www.upslide.net/en/happy-at-work-2019/)

UpSlide employees have committed to having a positive impact on the world. We obtained B Corp certification in 2022 with strong commitments towards our employees, community, clients, suppliers, and the environment. UpSlide is now 30% owned by employees. More info here: https://www.upslide.net/en/positive-impact/

Application instructions

To apply please submit your CV and a short cover letter letting us know: why you’re interested in the role, why you think you’d be a good fit, and your favourite keyboard shortcut!

Hiring Stages

Salary

£42,000 - £50,000 p.a. + 15% on target bonus