Client Success Manager - SaaS Fintech

Sadler Recruitment Ltd; City Of London; Remote; GBP 50,000 - 70,000; Full time

Job summary

A leading recruitment agency is seeking a Client Success Manager for a global SaaS platform in FinTech. The role involves managing client relationships, ensuring value is derived from the platform and troubleshooting issues. Ideal candidates will have a strong background in Customer Success or Account Management within the SaaS or FinTech sectors and effective communication skills. This position offers remote working in the UK, with occasional travel to client sites.

Benefits

Career growth opportunities

Autonomy in client relationship management

Exposure to senior stakeholders

Qualifications

• Strong background in Customer Success or Account Management, gained within a SaaS or FinTech business.
• Ability to discuss software topics confidently, such as APIs and integrations.
• Ability to communicate empathetically with clients, balancing honesty with professionalism.

Responsibilities

• Act as the main point of contact for a major global client.
• Run onboarding, training, and workshops for users.
• Monitor engagement and usage for opportunities for upsell.

Skills

Customer Success

Account Management

Communication

Problem-Solving

Job description

Role

Client Success Manager, Global SaaS Platform (FinTech)

Location

Remote (UK) | London, Cardiff, or anywhere in the UK
Some travel to client sites across the UK and occasionally Europe (Spain, Germany, Austria)

Overview

This is your chance to join one of the UK's most innovative SaaS companies, transforming the global insurance and financial services markets through digitalisation and data‑driven solutions. They’ve recently secured new international contracts and are scaling their customer success function to match the demand, which is where you come in.

The Role

You’ll manage one of the company’s key long‑term global clients, ensuring they get maximum value from the SaaS platform. This isn’t a sales or technical support role, it’s all about ownership, relationship‑building, and making sure the client’s investment translates into measurable business results.

Day‑to‑day responsibilities

• Act as the main point of contact for a major global client.
• Run onboarding, training and workshops to ensure users adopt and understand the platform.
• Monitor engagement and usage, spotting opportunities for improvement or upsell.
• Troubleshoot client issues and coordinate with support and technical teams to resolve them fast.
• Manage client expectations and communicate clearly when delays or technical challenges occur.
• Build a deep understanding of the client’s business model and translate that into how the product can add value.

Experience needed

• Strong background in Customer Success or Account Management, gained within a SaaS or FinTech business.
• Understand software and can confidently discuss topics like APIs, integrations, and data without needing to be an engineer.
• Communicate clearly and empathetically with clients and balance honesty with professionalism when managing expectations.
• Stay calm under pressure and enjoy problem‑solving in a fast‑paced, global environment.
• Bring positive energy, a proactive mindset, and confidence to take ownership of challenges.

Nice to have

• Speak Spanish (ideal but not essential).
• Experience working with enterprise clients across Europe.

Why join

• The company is growing rapidly, winning new global accounts, and investing heavily in its customer success capability.
• You’ll join a close‑knit, high‑performing team known for collaboration and mutual support.
• Real autonomy – you’ll have the freedom to build strong client relationships your way.
• You’ll work directly with global brands and have exposure to senior stakeholders.
• There’s genuine career growth here as new accounts and regions open up.