Customer Success Manager, Audit

We have an incredibly exciting opportunity for an Customer Success Manager to join Platformed as an early hire in our Customer team, working directly with our Customer Lead and the Platformed Founders:

• Henry is our CEO, he co-founded PassFort in 2015 as the CTO, leading the company to a +$150m acquisition by Moody’s in 2022.

• James is our CRO. He was an early hire at Tessian, who raised from Sequoia, Balderton and Accel and were acquired in 2023. He then joined Supercritical as the first hire, driving their growth from zero to £1m of revenue and a Series A from Lightspeed.

About Platformed

Platformed builds AI for audit firms. Our platform helps accounting and audit firms in the UK, Australia and beyond run their risk assessments faster and to a higher standard, starting with IT general controls under ISA 315 and expanding into broader audit planning. No two firms audit in quite the same way, so every deployment is tailored to how that firm actually works.

Role

You’ll own our customers’ journey from pilot to live deployment and beyond. That means running proofs of concept (POCs) and implementations end to end: learning how each firm audits and who is involved, translating their methodology into a working configuration of Platformed, and getting their auditors to the point where the product is simply part of how they work. You’ll be the person on the ground for a portfolio of accounts, and the voice that brings what you learn back into our product.

Rather than handing over software, we work alongside firms to find where AI can take real work off their auditors’ plates, then build that into how they deploy and grow with us. You’ll be at the centre of it.

Own POCs and implementations

• Run POCs and implementations end to end, from the scoping workshop through to go-live, against clear milestones and success criteria

• Deliver on time and to a high standard: project plans, stage gates, risks and blockers, and clear communication with stakeholders on both sides

• Run training and enablement sessions for auditors, managers and partners

• Spend time onsite with customers and prospects, running workshops, training and discovery sessions in person

Build and tune configurations

• Translate a firm’s audit methodology into Platformed’s configuration.

• Go beyond the UI: understand the configuration, data, and AI logic behind each output so
  you can fix problems, not just flag them

• Read usage and output data to spot where a configuration is off before the customer does

Own customer accounts

• Be the main day-to-day contact for a portfolio of customers after go-live

• Build trusted relationships with stakeholders at every level, from audit managers to partners, and keep them bought in and on track

• Track adoption and account health, and step in early when things drift

• Spot expansion opportunities and support Sales in building the business case

Turn customer insight into product

• Get under the skin of how each firm actually audits, where the pain is, and where AI can genuinely help

• Turn what you learn into clear product feedback and help decide what goes on the roadmap

• Spot opportunities for new tooling and AI workflows, for our customers and for ourselves, and work with our engineers to shape them

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