Customer Success Manager

Dynamic Planner Limited; London; On-site; GBP 125,000 - 150,000; Full time

Job summary

A leading financial technology firm in London is seeking a Player-manager for their Customer Success team. This high-impact role involves overseeing key client accounts and leading the CSM team to maximize value from their technology. The ideal candidate will have a proven track record in customer success within financial services and strategic thinking skills. Join a warm and innovative team focused on employee well-being and organizational impact.

Qualifications

• Experience in customer success or account management within financial services.
• Proven track record in building relationships with clients.
• Strategic thinking and the ability to drive commercial results.

Responsibilities

• Lead the customer success team to maximize client value.
• Oversee key client accounts and ensure business objectives are met.
• Serve as a trusted advisor to major clients.

Job description

Build relationships that unlock value in the UK financial planning and investment services sector – and own the commercial results.

At Dynamic Planner, we’re transforming the way financial advice is delivered in the UK through innovative technology, significantly reducing the time required to produce regulated financial plans and expanding access to financial advice for those who need it. In response to the UK government’s focus on broadening access to financial advice, we are seeking a Player-manager within our Customer Success team to oversee key client accounts and lead the CSM team within our large business unit. Our goal is to help clients maximize value from our technology and achieve their business objectives.

This role is high-impact and commercially accountable. You will represent Dynamic Planner to major clients in the financial planning, wealth management, and asset management sectors, serving as a trusted advisor, growth partner, and strategic operator.

Join us and become part of a warm, supportive, and innovative team that values its people and their contributions. We foster a welcoming environment from the first interview through onboarding, emphasizing our commitment to employee well-being and organizational impact.

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