Customer Success Manager – FinTech (Implementation & Delivery Focus)

JR United Kingdom; Bolton; On-site; GBP 40,000 - 60,000; Full time

Job summary

A fintech start-up in Bolton is seeking a Customer Success Manager with strong SaaS delivery experience to drive client onboarding and project implementation. This hands-on role requires excellent communication skills and a customer-first approach to ensure satisfaction and long-term success for clients.

Qualifications

• 3-5 years in a customer-facing role, preferably in B2B SaaS.
• Self-starter capable of managing complex projects independently.
• Customer-first mindset with commercial awareness.

Responsibilities

• Lead client onboarding and implementation, ensuring smooth rollouts.
• Coordinate resources, manage timelines, and resolve issues proactively.
• Build relationships, understand client needs, and act as a trusted advisor.

Skills

Project Management

Customer Engagement

Stakeholder Management

Process Improvement

Excellent communication

Organizational skills

Job description

Social network you want to login/join with:

Customer Success Manager – FinTech (Implementation & Delivery Focus), Bolton, Greater Manchester

We’re hiring on behalf of a high-growth fintech start-up that’s transforming how lenders, brokers, and intermediaries manage loans. We’re looking for a Customer Success Manager (CSM) who thrives in implementation-heavy roles and is confident in taking ownership of complex client onboarding and delivery.

This is a hands-on role for someone with strong SaaS delivery experience who can lead client implementations, manage stakeholders, and drive long-term success. Lending industry experience is a plus but not essential.

Responsibilities:

• Implementation & Delivery: Lead client onboarding and implementation, ensuring smooth, on-time rollouts and high client satisfaction.
• Project Management: Coordinate resources, manage timelines, and resolve issues proactively.
• Customer Engagement: Build relationships, understand client needs, and act as a trusted advisor.
• Stakeholder Management: Align internal teams and clients to ensure smooth collaboration.
• Commercial Awareness: Identify upsell or cross-sell opportunities that benefit clients.
• Process Improvement: Suggest and implement workflow enhancements.

Requirements:

• 3–5 years in a customer-facing role, preferably in B2B SaaS with a focus on project delivery and implementation.
• Self-starter capable of managing complex projects independently.
• Excellent communication and organizational skills.
• Experience in intermediated lending, financial services, or working with brokers/lenders is helpful but not essential.
• Customer-first mindset with commercial awareness.

Why Join?

Join an ambitious fintech company that values autonomy, customer success, and innovation. Play a key role in delivering value to customers from day one and supporting long-term growth.