Client Services Team Lead

JR United Kingdom; Glasgow; Remote; GBP 60,000 - 80,000; Full time

Job summary

Une entreprise innovante dans le secteur des logiciels recherche un Client Services Lead pour diriger l'expérience post-vente. Vous aurez un impact direct sur la satisfaction client et travaillerez avec une équipe talentueuse pour développer des processus efficaces, tout en bénéficiant d'une flexibilité totale grâce au travail à distance.

Benefits

Rôle de leadership à fort impact

Environnement de travail flexible

Options d'actions

Qualifications

• Expérience en gestion d'équipes de services clients dans une entreprise SaaS ou fintech.
• Compétence avérée dans la mise en œuvre et la gestion de processus.
• Capacité d'interaction directe avec les clients et un bon sens commercial.

Responsibilities

• Gestion complète du parcours client, de l'onboarding à l'adoption.
• Diriger et développer une équipe dédiée aux services clients.
• Établir de nouveaux modèles de gestion de la réussite des clients.

Skills

Leadership

Commercially savvy

Client onboarding

Problem solving

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.