Client Services Team Lead

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

Job summary

Un leader dans le domaine des technologies de CRM recherche un Client Services Lead pour gérer l'intégration et le succès client, tout en développant des processus et en optimisant le service. Ce rôle impactant offre une flexibilité de travail à distance et des responsabilités claires dans un environnement dynamique.

Benefits

Options d'actions

Travail flexible & entièrement à distance

Rôle à fort impact

Qualifications

• Expérience dans des entreprises SaaS, CRM ou fintech.
• Capacité à gérer l'intégration et les services clients.
• Solides compétences en coaching et en résolution de problèmes.

Responsibilities

• Gérer le parcours client après-vente, de l'intégration à l'adoption.
• Diriger et développer l'équipe de mise en œuvre, de support et de migration de données.
• Lancer de nouvelles fonctions de gestion des comptes et de réussite client.

Skills

Leadership

Client Services

Problem Solving

Commercial Savvy

Job description

Social network you want to login/join with:

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Client:

Plannr Technologies Limited

Location:

hemel hempstead, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

07.06.2025

Expiry Date:

22.07.2025

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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.