Client Services Team Lead

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

Job summary

A leading company in financial technology is seeking a Client Services Team Lead based in Preston. The role involves overseeing the onboarding and client success journey, managing a talented team, and enhancing the client experience. Candidates should possess experience in SaaS or fintech environments, be commercially savvy, and demonstrate exceptional leadership skills. The company promotes a flexible working environment and offers competitive compensation.

Benefits

Competitive salary

Bonus

Share options

Fully remote & flexible working

Qualifications

• Led onboarding, client services or delivery teams at a SaaS, CRM or fintech company.
• Hands-on with clients and commercially savvy.
• Comfortable in a multifaceted role, acting as team coach and problem solver.

Responsibilities

• 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.

Skills

Client onboarding

Team leadership

Client success

Process scaling

Education

Experience in SaaS, CRM or fintech

Job description

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Client Services Team Lead, preston, lancashire

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Client:

Plannr Technologies Limited

Location:

preston, lancashire, 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.