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A leading firm in financial technology is seeking a Client Services Lead to oversee the client journey from onboarding to success. This role involves building a standout client experience, leading teams, and managing key accounts while collaborating with various departments. The ideal candidate will have experience in SaaS or fintech, and a hands-on approach to client relations.
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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.