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A leading company in CRM solutions is seeking a Client Services Lead to oversee post-sale journey operations. The ideal candidate will possess experience in leading client services teams within SaaS or fintech sectors, ensuring client success through strategic management and operational excellence. This fully remote role offers competitive salary, bonuses, and the opportunity to work with a team dedicated to building impactful client experiences.
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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
What we’re looking for
What’s on offer
Interested?
You don’t need to tick every box - if this sounds like your kind of role, please apply.