FINBOURNE Technology

Customer Success Manager

• Own the ongoing relationship with a portfolio of customers post-implementation
• Develop a deep understanding of each customer’s business objectives, use cases, and success criteria
• Drive platform adoption and ensure customers are realising measurable value from Finbourne
• Act as a strategic partner, helping customers align Finbourne’s capabilities to their evolving needs
• Define and monitor customer health metrics, adoption indicators, and risk signals
• Proactively identify and address risks to customer satisfaction, renewal, or expansion
• Lead regular customer check-ins, reviews, and success planning sessions
• Own renewals and identify value-led expansion opportunities and signals through usage patterns, operational pain points and business outcome
• Work closely with Implementation and Delivery Managers to ensure a smooth transition to BAU
• Partner with Customer Support to resolve issues efficiently and communicate trends back to the business
• Provide structured feedback to Product and Engineering based on customer insights and usage patterns
• Align with Sales on customer expectations, success outcomes, and growth opportunities
• Help define Customer Success processes, playbooks, and best practices
• Contribute to the development of success metrics, reporting, and tooling
• Act as a voice of the customer internally, helping shape Finbourne’s customer-centric culture
• Support the evolution of the function as Finbourne scales

• Own the ongoing relationship with a portfolio of customers post-implementation
• Develop a deep understanding of each customer’s business objectives, use cases, and success criteria
• Drive platform adoption and ensure customers are realising measurable value from Finbourne
• Act as a strategic partner, helping customers align Finbourne’s capabilities to their evolving needs
• Define and monitor customer health metrics, adoption indicators, and risk signals
• Proactively identify and address risks to customer satisfaction, renewal, or expansion
• Lead regular customer check-ins, reviews, and success planning sessions
• Own renewals and identify value-led expansion opportunities and signals through usage patterns, operational pain points and business outcomes
• Work closely with Implementation and Delivery Managers to ensure a smooth transition to BAU
• Partner with Customer Support to resolve issues efficiently and communicate trends back to the business
• Provide structured feedback to Product and Engineering based on customer insights and usage patterns
• Align with Sales on customer expectations, success outcomes, and growth opportunities
• Help define Customer Success processes, playbooks, and best practices
• Contribute to the development of success metrics, reporting, and tooling
• Act as a voice of the customer internally, helping shape Finbourne’s customer-centric culture
• Support the evolution of the function as Finbourne scales

Manager

• Lead Client Onboarding & Go-Live
• Own end-to-end implementations from contract signature through go-live and BAU handover
• Build and execute comprehensive project plans across data migration, configuration, and integrations
• Manage timelines, dependencies, resources availability, and critical path to ensure on-time launches
• Monitor SLAs, escalate risks, and drive accountability across internal and external teams
• Manage Technical Integrations & Configuration
• Map current and future-state technical architecture with clients and internal teams
• Oversee integrations with client systems (ABOR, IBOR, PMS, OMS, custodians, vendors)
• Coordinate API configuration, data mapping, and system setup
• Use JIRA, Dynamics, and RAID logs to track progress and manage deliverables
• Learn LUSID & Luminesce products to become proficient and provide consultancy to clients, on optimum data models and product usage design
• Drive Stakeholder Engagement & Governance
• Build trusted relationships with senior client stakeholders (CTOs, Heads of Operations)
• Run daily standups and lead steering committees with internal and external executives
• Create strong and clear content for Governance Forums
• Influence decisions, manage scope, and align expectations
• Execute seamless handovers to Client Success and Support teams

Client Delivery Manager

Digital Marketing

• Own and execute all digital marketing activities
• Build, launch and optimize paid campaigns
• Create landing pages and optimize conversions
• Manage marketing automation workflows and nurture sequences
• Develop and execute organic LinkedIn strategy
• Monitor LinkedIn analytics and optimize content performance
• Manage website updates, page optimization, and content publishing
• Implement technical SEO improvements
• Build email templates and automation sequences in HubSpot
• Administer and optimize the marketing technology stack
• Train sales users on HubSpot and support them

Digital Marketing Lead

Full-stack Engineer

• Contribute to the whole development lifecycle of our core system, LUSID.
• Building out support for modelling complex financial instruments for various client requirements.
• Extending and optimising the valuations engine for flexible reporting of customer portfolios.

Customer Success Manager

Customer Success Manager

Client Delivery Manager

Digital Marketing Lead

Software Engineer