Client Services Team Lead

JR United Kingdom; Crawley; Remote; GBP 50,000 - 70,000; Full time

Job summary

Join a forward-thinking technology company as a Client Services Team Lead, where you'll own the client post-sale experience and lead a dedicated team. You'll have the opportunity to implement innovative processes and engage directly with clients, ensuring their success and satisfaction in using our pioneering CRM solution. This role offers excellent growth potential in a fully remote work environment, with competitive compensation including salary, bonus, and share options.

Benefits

High-impact leadership role

Flexible working

Competitive salary + bonus + share options

Qualifications

• Experience in leading client services or onboarding teams at a SaaS, CRM, or fintech company.
• Comfortable with a hands-on client-focused approach.
• Experience in UK financial services or adviser tech is a bonus.

Responsibilities

• Own the full post-sale journey from discovery to adoption.
• Lead and grow teams across Implementation, Support & Data Migration.
• Launch new Account Management and Customer Success functions.

Skills

Client Services Management

Onboarding

Team Leadership

Commercial Acumen

Problem Solving

Job description

Social network you want to login/join with:

Client Services Team Lead, crawley, west sussex

col-narrow-left

Client:

Plannr Technologies Limited

Location:

crawley, west sussex, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

3

Posted:

07.06.2025

Expiry Date:

22.07.2025

col-wide

Job Description:

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.