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Job Overview
Location
UK
Job Type
Full-time
Category
Customer Success Manager
Date Posted
September 21, 2025
Full Job Description
đź“‹ Description
- • Own and orchestrate the end-to-end onboarding journey for multiple financial-services clients at once, ensuring every new COMPLY user experiences a seamless, white-glove transition from signed contract to “go-live” within the OneCOMPLY platform.
- • Translate complex regulatory requirements into clear project scopes, working hand-in-hand with Sales to capture every nuance before kickoff and then distilling those needs into actionable, time-boxed implementation plans.
- • Build immediate, trust-based relationships with C-suite executives, compliance officers, operations managers, and end-users across broker-dealers, investment banks, private funds, RIAs, and wealth managers—becoming the single point of accountability they rely on.
- • Master every module of the COMPLY SaaS suite—from employee registration and licensing workflows to firm-wide attestations and regulatory reporting—so you can configure data templates, map client data, and deliver tailored training that turns novices into power users.
- • Leverage GuideCX to create transparent, milestone-driven project plans; monitor task completion in real time; and proactively surface risks or delays to both internal stakeholders (Sales, Product, Engineering, Customer Success) and external client teams.
- • Run engaging, outcome-focused training sessions via Zoom, Teams, or in-person when needed, adapting content to each audience—whether that’s a 10-person RIA or a 500-user global investment bank—while documenting feedback to refine future curricula.
- • Drive swift issue resolution by triaging bugs, feature gaps, or data discrepancies through JIRA, escalating to Engineering when necessary, and communicating resolution timelines that keep client confidence high.
- • Maintain meticulous project documentation in Salesforce, ensuring every requirement, decision, and configuration change is captured for seamless hand-off to the Customer Success team once onboarding is complete.
- • Contribute to continuous improvement: analyze onboarding metrics (time-to-value, NPS, CSAT), identify bottlenecks, and partner with Product to propose enhancements that shorten implementation cycles and elevate the client experience.
- • Support ad-hoc strategic initiatives—such as launching a new vertical playbook, refining data-migration tooling, or mentoring junior onboarding coordinators—helping the broader post-sales organization scale efficiently.
🎯 Requirements
- • 1–2 years of proven experience in customer onboarding, implementation, or high-touch customer support within a B2B SaaS environment.
- • Demonstrated history of serving as a trusted advisor to enterprise or mid-market clients, evidenced by high CSAT/NPS scores or client testimonials.
- • Exceptional written and verbal communication skills across video, phone, and email, with the polish to present to senior stakeholders.
- • Strong organizational and time-management discipline; comfortable managing 5–10 concurrent implementations without missing deadlines.
- • Basic proficiency manipulating data templates (CSV/Excel) and mapping fields to upload specifications; familiarity with Salesforce, GuideCX, or JIRA is a strong plus.
🏖️ Benefits
- • Fully remote-first culture with flexible working hours and a generous home-office stipend.
- • Competitive base salary plus performance-based bonus tied to successful client go-lives.
- • Comprehensive medical, dental, and vision coverage for you and eligible dependents.
- • Annual professional-development budget for certifications, conferences, or courses that deepen your SaaS and compliance expertise.
Skills & Technologies
Junior
Remote
About Comply Technologies Inc.
Comply Technologies provides governance, risk and compliance (GRC) software that automates regulatory workflows, policy management, audit trails and employee training for financial services, healthcare and other highly regulated industries. The cloud platform maps controls to frameworks such as SOX, GDPR, HIPAA and SOC 2, offers real-time dashboards, and uses AI to surface gaps and evidence requests, helping compliance teams reduce manual effort, pass audits faster and demonstrate accountability to regulators, executives and boards.
