Why Grasp

The $1.4 trillion financial advisory industry relies heavily on costly and scarce cognitive labor. It’s so inefficient that firms charge millions of dollars for junior teams, whose work is 90% manual and repetitive. We are convinced that AI will provide a massive productivity uplift by automating and enhancing this work.

Grasp is purpose-built to lead that transformation, with proprietary AI systems designed specifically to solve the complex workflows of finance professionals. We’re growing 4x year-over-year and scaling our team quickly, with new offices recently opened in the UK and US.

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

2-4 years of relevant experience, either from:

• Investment banking, management consulting, or private equity roles, with a strong understanding of client workflows and experience working with senior stakeholders, OR

• 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.