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Client Services Team Lead

JR United Kingdom

Birmingham

Remote

GBP 60,000 - 85,000

Full time

2 days ago
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Job summary

A forward-thinking company is seeking a Client Services Lead to enhance client experience through seamless onboarding and comprehensive account management in a fully remote role. You'll lead a diverse team while collaborating closely with Sales and Product to ensure client satisfaction and service excellence.

Benefits

Competitive salary
Bonus options
Share options
Fully remote & flexible working

Qualifications

  • Experience leading onboarding or client services teams in SaaS/CRM.
  • Commercially savvy and skilled at scaling processes.
  • Experience in UK financial services is a plus.

Responsibilities

  • Own the full post-sale journey, from discovery to adoption.
  • Lead and grow teams across Implementation, Support & Data Migration.
  • Launch Account Management and Customer Success functions.

Skills

Client services
Leadership
Problem solving
Commercial savvy

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.

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