Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

We are looking for a Client Success Manager to act as the primary liaison for UK clients, typically high-profile investment managers across private equity and private credit. The Client Success Manager will lead client engagement, communication, and coordination post-onboarding, supporting clients and their portfolio companies to drive meaningful and measurable ESG improvements.

Responsibilities

• Act as the primary relationship lead for a portfolio of UK clients, ensuring strong engagement, communication, and delivery throughout the client lifecycle.
• Coordinate all aspects of client engagement and delivery, ensuring projects are aligned, efficient, and delivered to a high standard.
• Ensure consistently high-quality report delivery, both in content and timing, reflecting client needs, ESG priorities, and areas of high-impact potential.
• Proactively identify opportunities to improve delivery processes, client experience, and product effectiveness to ensure Holtara remains efficient and best-in-class.
• Proactively identify, develop, and support the conversion of advisory opportunities across ESG due diligence, climate transition, sustainability value creation, ESG reporting, regulatory readiness, sustainable finance, and impact.
• Work closely with Holtara.io (our sustainability platform) and technology colleagues to ensure client feedback is represented in our product roadmap.
• Collaborate with internal teams, including advisory, platform, and commercial colleagues, to ensure client needs are understood and effectively addressed.

Requirements

• 4+ years of experience in a client-facing role, ideally within Client Success, Account Management, Sales, Consulting, ESG, financial services, or technology.
• Experience managing high-profile or international clients, with a proven ability to build trusted relationships.
• Experience working with SaaS platforms or technology-enabled services.
• Strong collaboration skills, with the ability to work effectively across multiple internal teams to achieve client goals.
• Excellent communication and influencing skills, including strong written, presentation, and video conference skills.
• Experience delivering multi-faceted projects involving client meetings, internal coordination, data management, and report delivery.
• A proactive, ambitious, and open-minded approach, with strong problem-solving skills.
• ESG/sustainability knowledge is an advantage but not essential. However, a willingness to learn about and develop knowledge of ESG and sustainability topics is required.
• Strong organisational skills, structured ways of working, and exceptional attention to detail.
• A genuine interest in sustainability, technology, data, and scalable client solutions.
• Resilience, adaptability, and the ability to manage competing priorities in a fast-paced environment.
• A strong networking mindset, with willingness to attend and represent Holtara at relevant industry events.
• A technology-focused mindset, with comfort working with data, platform-enabled advisory models, and AI-enabled delivery.

Skills

• Client Success
• Account Management
• Sales
• Consulting
• ESG
• Financial Services
• Technology
• SaaS
• Collaboration
• Communication
• Influencing
• Written Communication
• Presentation Skills
• Video Conferencing
• Project Delivery
• Data Management
• Report Delivery
• Problem-Solving
• Organizational Skills
• Attention to Detail
• Sustainability
• Technology
• Data Analysis
• Networking
• AI

Location

• London

Work Type

• Hybrid

Experience Level

• 4+ years

About the Company

• The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
• Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services.
• With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.
• Your career with us should reflect your energy and passion.
• That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
• Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
• For our business, for clients, and for you.
• Our economic system has delivered unprecedented prosperity — but often at significant environmental and social cost. The time has come to forge a new path and transition to a more sustainable economy.
• Holtara is leading the way in building effective ESG & sustainability programs, combining expert advisory with award-winning platforms.
• For over 15 years, we’ve empowered investors, managers, and companies to leave a legacy they can genuinely be proud of.
• As part of the global Apex Group, our 130-strong team spans Amsterdam, London, the US, Spain, and India — united by a shared ambition to drive meaningful change.
• We offer a unique combination of advisory and technology services across the investment lifecycle, helping businesses make a real impact today for a more sustainable tomorrow.