Customer Success Manager – fintech

Business Money Promotions Ltd; United Kingdom; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading UK FinTech is seeking a Customer Success Manager to oversee and enhance client engagement and retention. This role involves managing a varied portfolio of high-value customers, ensuring an exceptional experience, and supporting their journey with the company's invoice finance solutions. Successful candidates will have a background in portfolio management and relationship management within financial services.

Benefits

Competitive salary

Bonus potential

Exceptional benefits package

Qualifications

• Experience in portfolio management within invoice finance or customer success.
• Understanding of SME customer needs.
• Background in financial services or FinTech.

Responsibilities

• Primary contact for high-value customer portfolio.
• Maximise customer lifetime value through engagement.
• Support onboarding journey and conduct customer visits.

Skills

Portfolio Management

Customer Engagement

Relationship Management

Job description

Our client, a market leading UK Fintech requires a talented, enthusiastic and ambitious Customer Success Manager to join their expanding team.

The company provide specialist invoice finance facilities to businesses who operate in the contract recruitment sector allowing them access to working capital that would be tied up in the outstanding invoices of their contract staff.

You will be responsible for the growth and retention of our existing customer, working cross-functionally to achieve the best engagement and customer experience for both high value and complex clients, across all product offerings.

Furthermore, you will be delivering various tactical management and work requirements that are needed to make our customer’s a success, as well as mitigating risk, balancing service, and operational delivery, and ultimately driving a return

Key Responsibilities:

• Be the primary point of contact between to a portfolio of customers of high value and varying complexity.
• Maximise a customer’s life-time value by ensuring that they receive an engaging, professional, and understanding service.
• Support the on-boarding journey for the customer as well as in-life.
• Carry out customer visits and reviews, providing in depth analysis on data and reporting pertaining to your portfolio customers.
• Carry out surveys and audits of prospective and existing customers.

The successful candidate will have experience in portfolio management within an invoice finance environment or related customer success management with prior experience in relationship management, Account Management or operational management within financial services or a FinTech environment. You will have experience engaging and working with or supporting SME level customers with understanding of process and/or end to end customer success journeys

In return you will be rewarded with a competitive basic salary + bonus + a range of exceptional benefits.

For more information about this role or any of our vacancies call 01625 522 774 or email [e-mail].

M2 Professional Recruitment Services
Tel: [phone]
Fax: [phone]
[e-mail]
www.m2recruit.co.uk

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