Client Services Team Lead

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

Job summary

A tech company focused on building a user-friendly CRM seeks a Client Services Lead to oversee onboarding, client management, and support functions. This leadership role demands strong skills in client services and team management, with an opportunity to drive success metrics and enhance client experience in a fully remote environment.

Benefits

Competitive salary + bonus + share options

Fully remote & flexible working

High-impact leadership role

Qualifications

• Experience leading teams in SaaS, CRM or fintech.
• Strong client-facing skills and commercial insight.
• Comfortable with a role that involves coaching and delivery.

Responsibilities

• Own the post-sale client journey from discovery to adoption.
• Lead the team across Implementation, Support & Data Migration.
• Build out toolkits and track success metrics.

Skills

Leadership

Client Services

Onboarding

Problem Solving

Commercial Savvy

Job description

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Client Services Team Lead, south west london

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Client:

Plannr Technologies Limited

Location:

south west london, 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.