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A leading company in CRM solutions seeks a Client Services Lead to oversee client onboarding, implementation, and ongoing account management. This role offers high-impact leadership with full ownership of client success, appropriate for individuals with SaaS or fintech experience looking to scale processes and enhance client experiences.
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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.