About Kiplot
Kiplot enables large organisations to turn their strategies into reality.
The project portfolio management (PPM) market is already worth $4B and growing fast. But most solutions are legacy tools, over 30 years old. Kiplot is part of a new generation of enterprise software: beautiful, interactive, easy to use, and endlessly configurable – without needing technical support or consultants.
Strategic Portfolio Management sits at the intersection of strategy, finance, delivery, and resourcing. As a result, Kiplot is used by senior leaders across the business to make decisions that shape how entire organisations invest, prioritise, and execute.
We are backed by a consortium of angel investors and are already profitable. Despite being a young start-up, Kiplot's platform is already relied upon by some of the world's biggest and best known financial services companies around the world.
Joining Kiplot means working closely with global enterprises and gaining first-hand exposure to how some of the world's largest organisations actually operate, make trade-offs, and turn strategy into action.
We are looking for fun, extremely smart and exceptionally driven people to join us as we transform ways of working in enterprise organisations.
About the Role
As Customer Success Manager, you will play a key part in the long-term success of our clients, globally.
You will be instrumental in building trusted, senior relationships and helping customers realise meaningful, measurable value from Kiplot. You will work directly with enterprise customers to deeply understand their data, operating models, and decision-making processes, and help them apply Kiplot to their most important planning, prioritisation, and strategic delivery challenges.
Because Strategic Portfolio Management cuts across the organisation, this role offers unusually broad exposure: you will engage with leaders across strategy, finance, technology, transformation, and delivery, often simultaneously. Few roles provide such a comprehensive view of how complex organisations really function.
You'll develop a strong consultative toolkit along the way: learning how to diagnose ambiguous problems, ask the right questions, and guide senior stakeholders toward better decisions using data, structure, and clear trade-offs.
You'll be trusted early on to own customer relationships and delivery outcomes, while working closely with Activation Leads, Product, and Engineering. This role suits someone who enjoys responsibility, is comfortable learning in real time, and thrives in a fast-moving startup environment – particularly someone ambitious to build deep enterprise credibility early in their career.
A Typical Day
- Owning delivery and outcomes for one or more enterprise customer accounts post-implementation, taking responsibility for value realisation over time, not just platform usage.
- Working closely with Activation Leads during onboarding, then independently leading customers post-go-live as their primary partner and point of continuity.
- Becoming a trusted point of contact by developing a deep understanding of each customer's data, operating model, and decision-making context – and using that understanding to guide how Kiplot is applied.
- Designing and shaping portfolio, financial, capacity, OKR, and status reporting to support real executive-level conversations, not just dashboards.
- Running customer training sessions, demos, and working sessions – confidently, clearly, and with credibility across both technical and non-technical audiences.
- Managing customer requests and competing priorities with sound judgement: setting expectations, explaining trade-offs, and pushing back when necessary to protect outcomes.
- Owning customer backlogs and translating real-world problems into high-quality tickets and feature requests with clear business context.
- Collaborating closely with Product and Engineering to resolve issues, influence roadmap thinking, and continuously improve the platform.
- Identifying opportunities over time where Kiplot can support broader, more strategic problems – and helping customers progress from operational use to more mature portfolio and investment decision-making.
What Success Looks Like
- Independently leading delivery for at least one live enterprise customer, with support available but rarely needed.
- Strong understanding of Kiplot's core concepts and how they map to real portfolio, planning, and decision-making challenges.
- Confident engaging with customers and internal stakeholders, including in situations with ambiguity or incomplete information.
- Asking the right questions early, setting expectations clearly, and escalating thoughtfully when needed.
- Leading delivery and ongoing engagement across multiple enterprise customers, balancing competing priorities with sound judgement.
- Confidently running customer training sessions, working sessions, and feature-focused demos with credibility across senior and operational audiences.
- Structuring and managing customer requests and backlogs with clear rationale, trade-offs, and prioritisation.
- Building deeper expertise in one or more areas such as portfolio governance, financial planning, capacity management, or PMO operating models.
- Fully autonomous in managing customer delivery and senior stakeholder relationships across a portfolio of complex enterprise accounts.
- Advising customers on best practice across financial planning, portfolio governance, prioritisation, capacity management, and executive reporting, grounded in patterns observed across multiple organisations.
- Trusted by customers as a practical, credible advisor on how to evolve their planning and investment decision-making over time.
- Proactively identifying opportunities to help customers tackle more strategic, cross-cutting challenges using Kiplot.
- Operating with enough confidence and credibility to take on increasingly complex customer situations and strategic conversations.
About You
You'll likely enjoy this role if you:
- Want to develop a comprehensive understanding of how the world's largest and most complex organisations plan, prioritise, and operate – and are curious about what actually works in practice.
- Enjoy working directly with people and learning how decisions are made across different parts of an organisation, from strategy and finance through to delivery.
- Are comfortable asking questions, exploring different perspectives, and speaking up when something doesn't quite add up – even while you're still learning.
- Enjoy working with data as a way to understand problems, patterns, and trade-offs.
- Can move between detail and the bigger picture, and are keen to build that judgement over time.
- Take pride in being organised, responsive, and reliable, especially when things get busy or ambiguous.
- Enjoy working closely with others, learning through collaboration, and contributing to a team that values thoughtful discussion and shared problem-solving.
Skills & Experience
Must-haves
- Experience working in project delivery, PMO, consulting, or similar roles involving structured problem-solving and stakeholder engagement.
- Ability to manage multiple priorities, set clear expectations, and follow through on commitments.
- Strong communication skills, both written and verbal, with the ability to explain complex topics clearly.
- Strong data literacy and confidence working with large datasets (Excel essential).
Nice to have:
- Exposure to enterprise organisations and the realities of operating at scale
- Experience with portfolio, planning, delivery, or business intelligence tools (e.g. Jira, Azure DevOps, Power BI, Tableau, or similar)
- Experience working in a fast-paced or startup environment
Benefits
We work hard to build an outcome-focused culture that welcomes and makes the most of different thinking styles while embracing work-life balance. We offer flexible working between home and the office. Teams choose their location based on a combination of preference and customer demands.
Our office in Old Street offers breakfast, endless coffee, tea, and fruit. There's beer and pizza every Thursday, and it's pet-friendly.
Our monthly socials are popular and have so far included virtual clay pigeon shooting, real-life Mario Kart, escape rooms, pizza making, and company-wide trips abroad including Tenerife and Lisbon.
- £45K – £50K starting salary
- 28 days annual holiday
- Early-stage equity/options
- Hybrid working (3 days a week in our Old Street office)
- Private health insurance
- Pension scheme
- Screens and other homeworking setups as required
- Pet-friendly office
Interview Process
Introductory Call30 mins
A relaxed conversation with one of our Activation Leads. We'll talk about your background, what you're looking for next, and give you a clear picture of Kiplot, the role, and what working in a small startup is really like. There's plenty of time for your questions.
Skills & Scenario Interview90 mins
This is the most hands-on part of the process. You'll be given a practical task and a customer-style scenario that reflects the kind of work you'd be doing day to day. We're not looking for perfection – we're interested in how you think, communicate, ask questions, and approach unfamiliar problems.
Founder Chat30 mins
A short, informal conversation with the founders to talk about ambition, expectations, and what success at Kiplot looks like longer term.
We'll be transparent at every stage, give you space to ask questions, and share feedback promptly.
Equal Opportunity Employer
Kiplot is committed to creating a diverse and inclusive workplace. We welcome applications from people of all backgrounds regardless of race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Not sure if you meet the requirements?
Studies by several different sources have shown that, on average, men will apply for a job if they meet 60% of the application requirements. By contrast, women/non-binary people will seek to match a much higher percentage of the requirements before applying.
At Kiplot we embrace diversity and are committed to equal opportunities. We are actively recruiting a diverse and inclusive team so we encourage everyone to apply and give us a chance to evaluate your skills and experience. We are all learning on the job, and although the requirements list above has been carefully compiled, we are also open-minded and interested to hear about the value you can bring to the role and to Kiplot.