Client Services Team Lead

JR United Kingdom; Newcastle upon Tyne; Remote; GBP 50,000 - 75,000; Full time

Job summary

A fintech company is seeking a Client Services Team Lead to oversee client onboarding, support, and account management, enhancing the client experience as they scale. This role offers full ownership of client success, competitive salary, and flexible working arrangements within a smart, collaborative team.

Benefits

Competitive salary + bonus + share options

Fully remote & flexible working

High-impact leadership role

Qualifications

• Experience leading teams in SaaS, CRM or fintech environments.
• Hands-on with clients and skilled in scaling processes.
• Comfortable in multiple roles: coach, delivery lead, and problem solver.

Responsibilities

• Own the full post-sale journey from discovery to adoption.
• Lead and grow the team across Implementation, Support & Data Migration.
• Build out toolkits, playbooks, and automation to scale service.

Skills

Onboarding

Client Services

Problem Solving

Team Leadership

Commercial Savvy

Job description

Social network you want to login/join with:

Client Services Team Lead, newcastle-upon-tyne, tyne and wear

col-narrow-left

Client:

Plannr Technologies Limited

Location:

newcastle-upon-tyne, tyne and wear, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

3

Posted:

07.06.2025

Expiry Date:

22.07.2025

col-wide

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.