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A growing company is seeking a Client Services Lead to enhance their client onboarding and success. This role involves leadership over implementation and support teams, while driving the client experience across a fintech platform. The position offers competitive salary, bonuses, and opportunities for shares, with fully remote and flexible working options.
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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.