Overview

London, United Kingdom | Posted on 16/09/2025

Soldo is the proactive spend management solution that freesprogressive businesses to accomplish more.

Over 25,000 organisations across 31 countries use Soldo toend slow, messy, and inefficient spending, bringing financial agility andcontrol over every expense. Soldo frees finance with a uniquely proactiveapproach to managing decentralised spending.

By combining a powerful spend management platform, auser-friendly app, and versatile payment methods, Soldo automates expense adminto eliminate inefficiency in managing business spending.

By proactively managing decentralised spend, organisationsempower employees to spend when and where it's needed, keeping productivityhigh while avoiding month-end surprises.

Founded in 2015 by Italian digital innovator CarloGualandri, Soldo is headquartered in London, with offices in Dublin, Milan, andRome.

We’re looking for people with big ambitions, cool heads,sharp minds, and warm hearts. Come and join us as we grow together.

What\'s in it for you

• Privatehealthcare for you and your family
• Flexibleworking options including working from home and our Marylebone office
• 60days’ work anywhere, even outside the UK if you want
• 25days off a year, plus public holidays as well as Christmas Eve and NewYears\' Eve
• 2volunteering days and an extra day off on your birthday
• Genuinecareer development opportunities, including our mentoring scheme, your ownannual £500 learning budget
• EmployeeAssistance Programme and wellbeing portal

The Role

We are seeking a Senior Customer Success Manager (CSM) whowill be responsible for managing a portfolio of primarily enterprise customers,ensuring they achieve maximum value from Soldo. As a CSM, you will be astrategic advisor, a trusted partner, and a proactive commercial driver-helpingcustomers optimise their spend management processes while achieving theirfinancial goals.

You will report to the Customer Success Team Lead, playinga pivotal role in driving customer retention, expansion, and adoption. You willown revenue targets related to customer expansion and work closely withPre-Sales, Onboarding, and Professional Services teams to ensure a seamlesscustomer journey.

This is an excellent opportunity for a driven CSM whothrives in a fast-paced, customer-centric SaaS environment.

Responsibilities

• Own and manage a portfolio of primarilyenterprise customers, ensuring they achieve their desired outcomes withSoldo.
• Drive customer retention and expansion revenue,achieving or exceeding upsell quota targets.
• Navigate large customerorganisations,engaging and developing trusted relationships with senior customerstakeholders, including CFOs, Finance Directors, and Operational Leads.
• Conduct regular customer business reviews (CBRs),providing shared insights into usage, value achieved, and opportunitiesfor further adoption.
• Identify and execute expansion opportunities,positioning Soldo’s capabilities to meet evolving customer needs.
• Collaborate with Sales, Pre-Sales and Onboardingteams to ensure smooth customer handovers and effective adoption.
• Work closely with Product Development andBusiness Innovation teams to capture customer feedback, share marketinsights, and inform product enhancements.
• Respond to customer inquiries and resolvecustomer challenges ensuring a positive customer experience.
• Proactively monitor customer health, identifyingany potential churn risks and executing playbooks to mitigate them.
• Accurately forecast expansion requirements fromyour portfolio, maintaining clean and up-to-date records in Salesforce andother tools.
• Champion customer success best practices,continuously improving your approach to customermanagement.

We\'re looking for someone who must have

• Proven experience as a Customer Success Managerin a B2B SaaS environment.
• Strong track record of achieving or exceedingexpansion and retention targets, with direct ownership of customer revenuemetrics.
• Experience managing a portfolio of enterprisecustomers.
• Consultative approach to identifying pain pointsin the customer’s processes and positioning adoption and expansionopportunities.
• Skilled at articulating complex valuepropositions, translating product capabilities into measurable customeroutcomes.
• Proficient at navigating complexcustomerorganisations, identifying champions, and drivingpervasiveness of the Soldo platform.
• Excellent relationship-building skills, withconfidence engaging senior stakeholders (e.g., CFOs, Finance Directors).
• Strong presentation and communication skills—ableto lead strategic customer reviews and deliver compelling valuepropositions.
• Experience with structured success methodologies(e.g., CBRs, Success Plans) and sales methodologies (e.g., ChallengerSale, MEDDPICC).
• Comfortable collaborating with cross-functionalteams, including Pre-Sales, Onboarding, Professional Services, ProductDevelopment, and Marketing.
• Proficient in using CRM tools (e.g., Salesforce)to manage accounts, track opportunities, and maintain forecast accuracy.
• Positive, proactive, and customer-obsessed, witha strong sense of ownership and accountability.