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Atominvest

Unified platform for fund lifecycle management

Account Management Analyst

Account ManagementPosted on Nov 11
Full-timeLondon, UKNo salary listed

About the Job

Requirements

  • 1–4 years of experience in a commercial, client-facing, analyst, or operations role.
  • Strong Microsoft Office and G-Suite skills.
  • Proficiency in AI and AI-forward workflows, including Claude, ChatGPT, and Copilot.
  • Clear written and spoken communication, including with senior, numerate clients.
  • Ability to stay organised and detail-focused while managing a book of accounts and ad hoc requests.

Responsibilities

  • Build and maintain the renewals and expansion forecast across the client book, and flag risks early.
  • Produce regular reporting on renewals, client health, product utilisation, and expansion pipeline.
  • Prepare data and talking points for commercial quarterly business reviews alongside the customer success manager.
  • Help write the playbook, metrics, and cadences the team will scale on.
  • Keep HubSpot accurate, including renewal dates, contacts, and opportunities.
  • Own a defined set of accounts by tracking contract dates and sequencing renewals well ahead of expiry.
  • Monitor account health using HubSpot, usage data, and engagement data, and flag at-risk accounts early.
  • Run regular client reviews and record outcomes and next steps.
  • Identify expansion opportunities across new funds, modules, and users, and pass qualified opportunities on.
  • Flag out-of-scope requests as potential expansion; customer success and implementation teams own delivery.
  • Work with Sales, Customer Success/Implementation, and Product, and feed client feedback back to Product.

Desired Qualifications

  • Exposure to B2B SaaS, fintech, or financial services.
  • Interest in private equity, venture capital, or fund reporting.
  • CRM experience; the company uses HubSpot.

About the Company

Atominvest

Unified platform for fund lifecycle management

Atominvest provides an AI-powered enterprise software platform for alternative investment managers. It unifies the entire fund lifecycle on a single tech stack, with an Investor Management module for electronic subscriptions, onboarding, data rooms, and automated reporting, and Portfolio Management plus Fund Operations modules that use AI-driven data ingestion for real-time analytics, valuations, ESG data tracking, and fund accounting. The platform integrates with existing workflows through enterprise security (SSO, role-based permissions), bidirectional APIs, and native plugins for Excel, Outlook, and Gmail, consolidating processes that are often scattered across tools. Its goal is to simplify and speed up the management of complex investments by centralizing front- and back-office tasks into one scalable solution.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
London, United Kingdom
Founded
2017

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