Client Services Team Lead

JR United Kingdom; Basildon; Remote; GBP 50,000 - 80,000; Full time

Job summary

A leading company in the financial services sector is seeking a Client Services Lead who will oversee the entire post-sale journey. This high-impact role involves growing the client services team, launching new functions, and enhancing the client experience. Candidates with experience in SaaS, CRM, or fintech are encouraged to apply.

Benefits

Competitive salary + bonus + share options

Fully remote & flexible working

Qualifications

• Experience in leading client services or delivery teams in SaaS, CRM or fintech.
• Hands-on with clients and adept in scaling processes.
• Bonus for experience in adviser tech or UK financial services.

Responsibilities

• Own the full post-sale journey from discovery to adoption.
• Lead and grow Implementation, Support & Data Migration teams.
• Handle escalations and strategic accounts.

Skills

Client onboarding

Client services

Problem solving

Team leadership

Commercial awareness

Job description

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We’re Plannr, and we’re building the CRM financial advisers actually want to use. No clunky back-office legacy systems. No endless tickets. Just seamless onboarding, happy clients and scalable success.

Now we’re looking for a Client Services Lead to run the show across onboarding, implementation, support, and account management - and help us build a standout client experience as we scale.

What you’ll do

• Own the full post-sale journey - from discovery to adoption
• Lead and grow the team across Implementation, Support & Data Migration
• Launch new Account Management and Customer Success functions
• Segment clients, define tiered service models, and track success metrics
• Handle escalations and strategic accounts with confidence
• Build out toolkits, playbooks and automation to scale service
• Collaborate with Sales and Product to drive usage and upsell
• Champion the client voice internally and constantly push for better

What we’re looking for

• You’ve led onboarding, client services or delivery teams at a SaaS, CRM or fintech company
• You’re hands-on with clients, commercially savvy, and love scaling good process
• You’re comfortable wearing multiple hats - team coach, delivery lead, problem solver
• Bonus if you’ve worked with adviser tech or UK financial services

What’s on offer

• High-impact leadership role with full ownership of client success
• Smart, humble people building something meaningful
• Competitive salary + bonus + share options
• Fully remote & flexible working

Interested?

You don’t need to tick every box - if this sounds like your kind of role, please apply.