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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.
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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.