Customer Success Manager, Audit

The role

You will own the customer journey from pilot to live deployment by running proofs of concept and implementations. You will translate audit methodologies into platform configurations and act as the main contact for a portfolio of accounts.

What you will do

• Run POCs and implementations end to end from scoping to go-live
• Deliver project plans, stage gates, and clear communication with stakeholders
• Run training and enablement sessions for auditors, managers and partners
• Spend time onsite with customers and prospects for workshops and discovery
• Translate audit methodology into Platformed configuration
• Understand configuration, data, and AI logic to fix problems
• Read usage and output data to spot configuration issues
• Act as the main day-to-day contact for a portfolio of customers
• Build relationships with stakeholders from audit managers to partners
• Track adoption and account health and spot expansion opportunities

Required qualifications

• 3 to 5 years of experience in a customer-facing delivery role such as implementation, solutions, technical consulting, or audit and advisory
• Audit experience, ideally in external audit or risk advisory
• Has run projects end to end including managing timelines and stakeholders
• Technically confident and comfortable working with structured data
• Pragmatic and resourceful
• Curious about AI and how it changes professional work
• Asks good questions to understand client processes
• Builds relationships easily and communicates clearly in writing and in person
• Able to spend at least 2 days (Monday + Tuesday) per week at the office in Central London
• Happy to travel for onsite visits with customers and prospects

Nice to have

• Qualification such as ACA, ACCA, CPA, CA, or an equivalent
• Experience at an early-stage SaaS or AI company
• Hands-on experience with AI tools, prompting, or light scripting (e.g. Python or SQL)

Benefits

• Generous equity options
• 33 days of annual leave per year including public holidays
• First Friday of every month is a company-wide day off
• Prioritise base salary over expensive benefits
• Monthly company social with a generous budget

Before you apply

• Intro call
• Meet a co-founder
• Take-home exercise
• Technical interview
• Founder interview

About the company

Platformed builds AI for audit firms to help them run risk assessments faster. The platform starts with IT general controls under ISA 315 and expands into broader audit planning.