WeeFin is becoming the European market leader in SaaS for sustainable finance. We are rapidly growing and expanding our Customer Success Onboarding team to support the strategic deployment of ESG Connect, our innovative solution dedicated to sustainable finance.

You’ll join WeeFin as the first CSM in the UK office, a fast-growing unit based in the City of London, and work closely with the teams from the Paris office. In this role, you’ll act as a Project Manager and be in charge of the successful implementation of the ESG Connect platform, WeeFin’s solution dedicated to financial institutions. Become a key player in sustainable finance!

Team Objectives

The Customer Success Onboarding Team is responsible for:

• Ensuring an efficient implementation of the ESG Connect platform, maximising the adoption of the solution from the initial deployment and promoting sustainable practices.

• Building long-lasting trust with our clients by understanding their specific challenges and delivering tailored solutions.

• Aiming at: Achieving high client satisfaction through successful, optimised, and customised platform implementation with an IT-driven approach, that meets each client’s unique needs and goals.

Key Challenges of the Role

The role of Customer Success Onboarding is crucial to the successful implementation of ESG Connect for our clients. This position requires:

• Deep understanding of client needs: Identify and challenge clients’ specific requirements to propose optimal solutions.

• Understanding the ESG Connect platform: Understanding its features and technical constraints to ensure fluid integration. This includes configuration of parameters via JSON or CSV files, as well as the use of scripts to deploy this configuration.

• Proactivity and analytical skills: As a problem solver, you will be required to anticipate obstacles and develop creative solutions to ensure successful implementations.

• Effective coordination: Act as a project manager, facilitating communication between internal teams (product, technical, ESG, sales) and client teams to ensure seamless execution.

• Strategic product perspective: Have a strategic perspective to anticipate future needs and ensure the scalability of proposed solutions.

• Balancing client expectations with internal priorities: Demonstrate agility to manage unforeseen challenges while meeting client demands and company objectives.

Main Responsibilities

The Customer Success Onboarding role is central to deploying ESG Connect, enabling optimal use of the platform on topics related to Sustainable Investments (Principal Adverse Indicators (PAI), Sustainable Development Goals (SDGs), biodiversity, ESG scorings etc.). This involves collaborating with various internal experts while being the primary contact for clients. Responsibilities include:

• Stakeholder coordination: Facilitate communication between technical, product, ESG, and sales teams to ensure successful implementations.

• Risk identification: Anticipate potential roadblocks and propose solutions to ensure the success of each implementation.

• Drafting specifications: Create clear and detailed documents to guide the precise execution of implementations.

• Data model implementation: Adapt models to client-specific requirements and fund types.

• Implementation follow-up:

  • Collection of financial and ESG data.

  • Matching client data with cross-provider sources.

  • Defining calculation methodologies and validating results.

  • Deploying the features subscribed by the client.

Team Strengths

• Cohesive and collaborative team: We work together to meet the demands of multiple clients including portfolio managers, ESG analysts, and COOs, while fostering collective learning.

• Transversal positioning: You will be responsible for diverse tasks including optimising customer experience and taking part in product development all whilst taking ESG challenges into consideration. The CS team has a comprehensive view of all ESG models.

• Organised into complementary and evolving divisions: Our structure of 4 distinct areas (Onboarding, Care, Quant, PMO) allows us to optimise client support effectiveness and agility, enhancing our ability to meet growing client needs.

• Education: You hold at least a Bachelor’s degree (BSc, MSc, or MBA), in STEM, Engineering, Computer Science, or Advanced Economics/Finance.

• Professional Experience: You have at least 4-5 years of experience in a similar environment (finance, financial IT/tech, data management, consulting, middle office MOA, etc.).

• Sustainability Interest: You have a strong interest in sustainability and you understand fundamental financial concepts

• Project management & autonomy: You have a proven ability to manage complex projects from start to finish independently, meeting deadlines and quality standards.

• Client service knowledge: You have a good understanding of the specific needs of stakeholders operating in the financial sector.

• Client relationship skills: You are capable of building and maintaining trust with clients, addressing their expectations, and anticipating their needs.

• IT skills: you understand an organisation’s IT infrastructures and the implications. You understand various technical constraints and configurations like JSON or CSV files. Python skills are not required but a plus

• Product comprehension: You have the technical expertise to master our ESG Connect platform and optimise its usage. We’ll provide you with extensive training

• Langage : Level of English: fluent/native and French is not required but a plus

VISA INFORMATION: Please note that we are unable to sponsor visas for this position

Employee benefits:

• Situated in Fora co-working spaces, offering plenty of benefits including access 24/7, in-house gym and coffee place, residents’ events, etc.

• Pension scheme and health insurance

• Monthly team events with the UK office and company-wide events in France

This position is ideal if you want to grow in a dynamic and innovative environment, combining technical skills, relationship management, and project coordination, while making an impact and acting towards more sustainable practices within a strong and united team.

Join us to actively contribute to building a sustainable financial future!

• Phone screening (30 mins)

• Interview with our Head of CSM (1,5 hour)

• Team focus and case study (3 x 30 mins)

• Meeting with Laura, our COO (30 mins)

• Reference checks → Offer