Client Services Team Lead

JR United Kingdom; United Kingdom; Remote; GBP 60,000 - 80,000; Full time

Job summary

Une entreprise dynamique dans le domaine des technologies financières recherche un Client Services Lead pour prendre en charge l'expérience client. Ce rôle stratégique impliquera la gestion de l'équipe d'onboarding et de support, et le développement de modèles de service pour optimiser le succès client. En rejoignant cette équipe, vous contribuerez à établir un processus client exemplaire tout en bénéficiant d'une flexibilité de travail à distance.

Benefits

Rôle de leadership à fort impact

Travail flexible et entièrement à distance

Option d'actions

Qualifications

• Expérience en SaaS, CRM ou entreprises fintech.
• Aptitudes à la gestion d'équipes et à la croissance des processus.

Responsibilities

• Diriger l'ensemble du parcours post-vente, de la découverte à l'adoption.
• Gérer l'équipe d'implémentation et de support.
• Construire des outils et des processus pour l'expansion des services.

Skills

Leadership

Gestion de projet

SaaS

Gestion de compte

Communication

Job description

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Client:

Plannr Technologies Limited

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

Posted:

Expiry Date:

25.07.2025

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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.