Client Success Manager (Night Shift)

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Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business. We're the Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe. Our vision is to change the paradigm of private markets investing through harmonising the end‑to‑end investment process within one platform. Investors benefit from a seamless, one‑and‑done experience across the fund lifecycle (from fund selection and subscription through to settlement and reporting) underpinned by a globally compliant KYC passport and 24 / 7 support.

Shift : 10pm – 6am.

Position Overview

The Client Success Manager owns the end‑to‑end client experience. This is primarily focused on client onboarding but also includes ensuring clients follow a structured process throughout their relationship with Sonata One. The role is heavily customer‑facing and involves a high degree of stakeholder management.

Responsibilities

• Own and scale the client success process with some of our top‑tier clients across Europe and the US.
• Confidently manage major global clients through the implementation process, educating stakeholders on process alignment, best practices, and integration.
• Actively encourage a culture of continuous improvement through new ideas.
• Develop the client implementation journey, standardising the approach for all clients.
• Work with and evolve our existing Client Success team to support client growth across the US and Europe.
• Work closely with the Head of CRM to manage stakeholders and educate clients on best practices.
• Demonstrate knowledge of private funds and their structures to gain credibility with clients.
• Support the Head of Operations, other team leads, and senior members of the business as required.
• Identify areas for continuous process improvements.
• Maximise the use of technology in all processes to control risk and improve efficiency.
• Understand the system design and suggest technology improvements in pursuit of efficiency.
• Own process changes and development to maximise visibility for clients and reporting purposes.
• Manage a defined set of clients within the parameters of the client success team framework.
• Show effective client and stakeholder management.
• Adhere to regular reporting of performance using pre‑defined indicators.
• Hit internal KPIs and report performance to the Head of CRM.

Qualifications

Nice to have

About you

Benefits

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