Client Services Team Lead

JR United Kingdom; Oxford; Remote; GBP 50,000 - 75,000; Full time

Job summary

A leading software company is seeking a Client Services Lead to improve onboarding, implementation, support, and account management, enhancing client experiences. The ideal candidate should have SaaS or fintech experience, with strong problem-solving abilities and a flexible, hands-on approach. This leadership role offers ownership of client success in a collaborative and vibrant work environment.

Benefits

Competitive salary, bonus, and share options

Collaborative environment with meaningful work

Flexible working options

Leadership role with full ownership of client success

Qualifications

• Experienced in onboarding, client services, or delivery at a SaaS, CRM, or fintech company.
• Hands-on with clients, commercially savvy, and process-oriented.
• Flexible in roles—team coach, delivery lead, problem solver.

Responsibilities

• Managing the full post-sale process from discovery to adoption.
• Leading and developing the Implementation, Support, and Data Migration teams.
• Launching new Account Management and Customer Success functions.

Skills

Client Services

Onboarding

Problem Solving

Job description

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Client:

Plannr Technologies Limited

Location:

Oxford district, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

07.06.2025

Expiry Date:

22.07.2025

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Job Description:

We’re Plannr, building CRM software for financial advisers. Our platform offers seamless onboarding, improved client satisfaction, and scalable success without legacy systems or endless tickets.

We’re seeking a Client Services Lead to oversee onboarding, implementation, support, and account management, enhancing our client experience as we grow.

Responsibilities include:

• Managing the full post-sale process from discovery to adoption
• Leading and developing the Implementation, Support, and Data Migration teams
• Launching new Account Management and Customer Success functions
• Segmenting clients, defining service tiers, and measuring success
• Handling escalations and strategic accounts confidently
• Creating toolkits, playbooks, and automation for scaling services
• Collaborating with Sales and Product teams to increase usage and upsell
• Representing the client voice internally and advocating for improvements

Ideal candidate:

• Experienced in onboarding, client services, or delivery at a SaaS, CRM, or fintech company
• Hands-on with clients, commercially savvy, and process-oriented
• Flexible in roles—team coach, delivery lead, problem solver
• Bonus: experience with adviser tech or UK financial services

What we offer:

• Leadership role with full ownership of client success
• Collaborative environment with meaningful work
• Competitive salary, bonus, and share options
• Remote and flexible working options

Interested?

If this role excites you, please apply—even if you don’t meet every requirement.