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Aveni

Builds AI software for financial advice and compliance

Enterprise Customer Success Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeRemote in UKNo salary listed

About the Job

Requirements

  • Customer success experience in B2B SaaS, managing several large enterprise accounts concurrently.
  • Experience in a scale-up or start-up environment, or demonstrated success adapting from a large vendor to a smaller business.
  • A proven track record of renewing and expanding accounts while remaining customer-centric.
  • Executive presence and confidence engaging with senior stakeholders.
  • Comfort with regular travel to client sites.

Responsibilities

  • Own a portfolio of enterprise accounts and build relationships with clients up to C-suite level.
  • Build and run customer success plans that demonstrate measurable return on investment.
  • Lead renewals and identify account expansion opportunities.
  • Act as a strategic advisor to senior stakeholders in Operations, Compliance, and the C-suite.
  • Coordinate internal teams and leaders to support client progress.
  • Deliver quarterly business reviews that connect outcomes to client goals.
  • Use usage data to identify adoption gaps across thousands of users and take action.
  • Represent the client voice in product decisions.

Desired Qualifications

  • Experience with wealth management or broader financial services clients.
  • Experience with B2B2C products where success involved adoption across thousands of end users.
  • Experience working with AI or data-driven products.

About the Company

Aveni

Builds AI software for financial advice and compliance

Aveni builds AI software for banks, wealth managers and advice firms that need to streamline financial advice and monitor customer interactions. Its Wealth suite pairs Assist, which captures meetings and drafts adviser paperwork, with File Check, which compares advice documents with the conversations behind them. The Compliance suite includes Detect, a tool that reviews customer interactions for quality, conduct risks and outcomes against a firm's own standards. Firms purchase its products and services for use alongside their existing systems, with deployments configured to their workflows and risk frameworks. Aveni was founded in 2018 and is headquartered in Edinburgh, Scotland.

Company size
51-200
Company stage
Series A
Total funding
$36.1M
Headquarters
Edinburgh, United Kingdom
Founded
2018

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