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Customer Success Manager

Working Time
Full Time
3+ Years Experience


You have at least three years of experience with B2B SaaS in a customer success or implementations role. You are passionate about technology and are extremely well-informed in the SaaS product ecosystem, particularly those products that cater to startups and fintech. Preference is given to candidates with:

1) Frontline sales experience of a minimum one year that you can rely on to act as a trusted sales advisor for our customers

2) Experience working for a CRM platform or a sales enablement tool

3) Technical aptitude and capability

You are someone with high emotional intelligence, having the ability to understand and empathize with the needs of others. You have a friendly, but strong demeanor. You must be located in EUROPE – and preference Switzerland and available to work normal Central European business hours. You should have experience working in a startup environment and as a remote worker.


  • Onboard new customers with an emphasis on creating a solid sales process and strategically mapping new customer data.
  • Work with existing customers to increase the value they receive from InvestGlass service and identify and create an action plan for those customers who are rapidly growing and who may need extra care.
  • Coordinate with third party vendors and API to enforce quality journeys.
  • Host roundtables, webinars and other types of virtual events to boost information and resources for the InvestGlass community.
  • The team members you’ll be working most directly with are Alexandre Gaillard, Charles Henry Stas Boyeldieu.
  • Conduct client journey testing. Adapt process to new financial regulations.


  • Fluent in French and English is a must.
  • 3+ years pro experience
  • Appeal for SAAS and CRM, fintech
  • Financial knowledge is a plus (CFA, CAIA)
  • Outstanding communication skills (written, verbal)

  • Comfortable working independently in a fast-paced environment

  • Experience with project management tools (Jira,

Why work with us?

  • 100% remote company (we believe in trust and autonomy)
  • Choose between working 5 days/wk (standard full-time) or 4 days/wk @ 80% pay 

  • Annual team retreats in Switzerland Mountains 

  • 1 month paid sabbatical every 5 years

Alexandre Gaillard

CEO & Founder

Enter the next generation of automation! InvestGlass team is working for people with big dreams.