Why Grasp
Grasp is an agentic AI platform for finance. The $1.4 trillion financial advisory industry relies heavily on costly and scarce cognitive labor. The industry is so inefficient that advisory firms can charge millions of dollars for teams of junior employees, whose work is 90% manual and repetitive. It is clear that AI will automate large parts of this work and provide a massive uplift in productivity.
Grasp already counts 250+ of the world's largest financial institutions among its customers, spanning investment banks, private equity firms, and management consultancies including all Big 4, to automate complex company and market research workflows. We're growing 4x per year and are backed by globally renowned investors such as Octopus Ventures and Yanno Capital.
Role
The Customer Success Manager will be responsible for driving adoption, retention, and expansion across our customer base of investment banks, private equity firms, and management consultants. You will own the strategic relationship post-sale, helping customers embed Grasp into their day-to-day workflows, onboard successfully, realise value quickly, and identify opportunities to grow their usage over time. You will also gather customer insights to inform product development and go-to-market strategy.
Skills and requirements
Extensive experience from:
Customer Success, Account Management, or a similar customer-facing role in a B2B SaaS setting, with exceptional track record vs. targets and peers.
In addition, you need:
Strong commercial acumen, with the ability to drive renewals and identify growth opportunities.
Excellent communication skills and high credibility with financial professionals, with the ability to build trusted relationships with senior stakeholders.
A proactive, solution-oriented mindset with the ability to understand customer workflows, drive adoption, and deliver measurable outcomes.
What we offer
A unique opportunity to join a fast-growing scale-up at a defining moment in the evolution of AI.
Significant opportunities for professional and personal development with meaningful ownership from day one.
A competitive compensation package including fixed and variable components as well as stock options.
