Client Services Team Lead

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

Job summary

A fast-growing company in the fintech sector is seeking a Client Services Lead to manage onboarding and account management processes, ensuring exceptional client experiences as they scale. The role offers competitive compensation, remote flexibility, and an opportunity to shape client engagement strategies.

Benefits

Competitive salary

Bonus opportunities

Share options

Fully remote working

Flexible working hours

Qualifications

• Experience leading onboarding or client services teams in SaaS or fintech.
• Strong client-facing skills with a focus on scaling processes.
• Ability to manage multiple roles effectively.

Responsibilities

• Oversee post-sale journey from discovery to adoption.
• Lead implementation and support teams.
• Define client service models and track performance metrics.

Skills

Client Management

Onboarding

Account Management

Process Improvement

Team Leadership

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.