Client Services Team Lead

JR United Kingdom; Guildford; Remote; GBP 60,000 - 90,000; Full time

Job summary

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.

Benefits

Competitive salary + bonus + share options

Fully remote & flexible working

Qualifications

• Led onboarding or client services teams at SaaS, CRM, or fintech.
• Hands-on with clients and scaling good processes.
• Comfortable wearing multiple hats - team coach, delivery lead.

Responsibilities

• Own the full post-sale journey from discovery to adoption.
• Lead team across Implementation, Support & Data Migration.
• Handle escalations and strategically manage accounts.

Skills

Team Leadership

Client Services

Problem Solving

Commercial Savvy

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.