Customer Success Lead
Help clients turn their oversight goals into working routines in Trestec, from the first supplier import to their first regulatory review.
- Team
- Customer success
- Location
- London
- Type
- Not currently open — register your interest
About the role
Help clients turn their oversight goals into working routines in Trestec, from the first supplier import to their first regulatory review. You will be the person clients trust to understand both the platform and the pressures they work under.
What you will do
- Lead onboarding: supplier data, materiality and tiering rules, question sets and users
- Help clients set up reviews, due diligence cycles and reporting that fit their obligations
- Run regular check-ins and make sure each client gets value from the platform
- Bring client feedback to product and engineering, clearly and with evidence
- Write the guides and playbooks that help clients work well on their own
What you bring
- Experience in customer success, implementation or consulting for B2B software
- Working knowledge of third party risk, outsourcing or operational resilience
- Familiarity with PRA SS2/21, DORA or similar frameworks is a strong advantage
- Calm, organised and clear in writing and in meetings
- Comfort working in a small team where you shape the role
How to apply
Complete the form with your details and a short note, and we will be in touch.