Enable job alerts via email!
Boost your interview chances
Create a job specific, tailored resume for higher success rate.
A leading company in the fintech sector is seeking a Client Services Lead to oversee the entire post-sale journey. This high-impact leadership role will involve managing onboarding, support, and account management, aiming to deliver a standout client experience as the company scales. The ideal candidate will have a strong background in SaaS or CRM companies and possess excellent leadership and problem-solving skills.
Social network you want to login/join with:
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.