Client Services Team Lead

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

Job summary

A leading company in financial technology is seeking a Client Services Lead to take charge of client experiences, focusing on onboarding and support. In this pivotal role, you'll lead multiple teams and collaborate with other departments to promote client success as the company scales. This position offers competitive compensation and permanent remote working arrangements.

Benefits

Competitive salary + bonus + share options

Fully remote & flexible working

Qualifications

• Experience leading onboarding and client delivery teams in a relevant sector (SaaS, CRM, fintech).
• Hands-on approach with clients and ability to scale processes.
• Experience in UK financial services or adviser tech is a plus.

Responsibilities

• Manage the full post-sale journey from discovery to adoption.
• Lead a team across Implementation, Support, and Data Migration.
• Develop Account Management and Customer Success functions.

Skills

Client Services Management

Team Leadership

Problem Solving

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.