Client Services Team Lead

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

Job summary

JR United Kingdom is looking for a Client Services Lead who will take full ownership of the client journey, leading the team through implementation and support. This high-impact role involves collaborating with sales and product teams to enhance client experiences, creating toolkits for scalability, and ensuring client voices are championed internally. The position offers competitive compensation, remote flexibility, and a chance to work with a meaningful product in the fintech space.

Benefits

Competitive salary

Bonus

Share options

Fully remote & flexible working

Qualifications

• Led delivery teams at a SaaS, CRM, or fintech company.
• Commercially savvy with strong client interaction skills.
• Experience in scaling processes and managing multiple roles.

Responsibilities

• Own the full post-sale journey from discovery to adoption.
• Lead and grow the team across Implementation, Support & Data Migration.
• Track success metrics and handle escalations.

Skills

Client Services Leadership

SaaS Experience

Commercial Awareness

Problem Solving

Team Coaching

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.