Save Job Back to Search Job Description Summary Similar JobsDo you possess previous Customer enagagmenent experience in a SAAS environment?Are you motivated to work in a fast-paced customer centric environment?About Our ClientA dynamic and purpose-led financial services company based in London, with a mission is to empower the industry to make better decisions for superior long-term outcomes. With over 4,000 professionals currently working, a unique opportunity for a Customer Success Manager to join the vibrant and thriving team in London.Job DescriptionAs a Customer Success Manager, the role is extremely diverse and working as a part of a vibrant and engaging team:Sales Handoff & CRM ManagementOversee smooth transition from Sales to Customer SuccessCreate client accounts and maintain accurate CRM records2. Understanding Client NeedsCapture the client's goals and reasons for choosing the in-house platform3. Client OnboardingDeliver structured onboarding with training and follow-upsEnsure clients are set up for success from day one4. Product Engagement & AdoptionMonitor usage and encourage active engagementProvide guidance on new features and ongoing training5. Client Relationship ManagementOwn a portfolio of clients, conducting regular check-insAddress concerns and provide strategic supportAct as a trusted advisor and voice of the customer6. Internal Communication & Feedback LoopShare insights, issues, and feature requests with senior managementAct as a liaison between clients and the development team7. Client Support & DocumentationRespond promptly to client inquiries via email or phoneKeep all client-facing materials, guides, and videos updated8. Process ImprovementAssist the Senior Manager in refining Customer Success processesContribute to CRM workflow setup and usage mappingThe Successful ApplicantA successful 'Customer Success Manager' should have:Experience in customer service, client engagement, or account management.Technical understanding particularly with payment platform, ideally in SAAS environment would be beneficialStrong communication, interpersonal, and negotiation skills.Proven track record of driving customer satisfaction and retention.Ability to translate client requirements into actionable product improvements.Skilled in relationship-building, with strengths in empathy, communication, and development of others.Enthusiastic with a passion to in transformation data to see continued growth.Hungry with a drive to learn and grown individually and within a teamWhat's on OfferAn attractive salary package plus bonus.Excellent benefits including comprehensive dental and critical medicalBirthday leaveClear career path and growth set out within the companyA chance to work in a supportive and professional environment.An inclusive company culture that encourages collaboration and innovation.We invite qualified candidates to apply and join our team of experts in the insurance sector. This is a fantastic opportunity for those looking to make a significant impact and contribute to our ongoing successContactCarly AdamsQuote job refJN-052025-6746632Phone number+442072692196Job summaryJob functionTechnologySubsectorConsultant/Project ManagerSectorTechnology & TelecomsLocationEnglandContract typePermanentConsultant nameCarly AdamsConsultant phone+442072692196Job referenceJN-052025-6746632
