Customer Success Manager- FinTech (Intermediated Lending)

Snaphunt; Liverpool City Region; On-site; GBP 35,000 - 50,000; Full time

Job summary

A dynamic company is seeking a Customer Success Manager to enhance client satisfaction through effective project management and engagement. The role involves leading onboarding processes for B2B SaaS clients, managing timelines, and fostering strong client relationships, while contributing to process improvements. Ideal candidates will have 3-5 years of experience in customer-facing roles and possess strong stakeholder management skills.

Benefits

Attractive Salary & Benefits

Leadership Role

Breadth of learning opportunities

Qualifications

• 3-5 years in a customer-facing role, ideally in B2B SaaS.
• Experience in project management and stakeholder management.
• Financial services background preferred, particularly with brokers or lenders.

Responsibilities

• Own onboarding and implementation for B2B SaaS clients.
• Manage end-to-end delivery timelines and resource planning.
• Act as primary contact for clients; foster strong relationships.

Skills

Project Management

Stakeholder Management

Client Engagement

Commercial Awareness

Process Improvement

Technical Acumen

Job description

The Offer

• Leadership Role
• A role that offers a breadth of learning opportunities
• Attractive Salary & Benefits

Ideal Candidate

What You’ll Do:

As a Customer Success Manager, you will work directly with clients to ensure they get the most value from our products and services. You will manage day-to-day client communications, support project initiatives, and play an active role in the success of our customer accounts. Your focus will be on enhancing client satisfaction, supporting upsell initiatives, and ensuring seamless collaboration between teams.

• Implementation & Delivery: Own the onboarding and implementation process for B2B SaaS clients, ensuring seamless delivery and client satisfaction.
• Project Management: Manage end-to-end delivery timelines, resource planning, and issue resolution, going beyond basic project tracking.
• Client Engagement: Act as the primary point of contact for clients, fostering strong relationships, identifying needs, and unlocking growth opportunities.
• Stakeholder Management: Work effectively with internal and external stakeholders to manage expectations, resolve conflicts, and ensure alignment.
• Commercial Capability: Spot and act on upsell or cross-sell opportunities while maintaining a client-first approach.
• Process Improvement: Contribute to the improvement of implementation and customer success processes to streamline operations and enhance client outcomes.

If you’re ready to support impactful client relationships in a dynamic and growing company, we encourage you to apply and be part of our journey.

The Profile

What You’ll Bring to the Table:

• Experience: 3-5 years in a customer-facing role, ideally in B2B SaaS implementation or project management.
• Skills: Proven expertise in project management and stakeholder management with a track record of independent delivery in complex environments.
• Domain Expertise:A financial services background, particularly with brokers, lenders (track record in intermediate lending), or paper-based processes
• Customer Success: Prior experience in customer success is advantageous but not mandatory.
• Capabilities: Commercially savvy, with the ability to identify client needs and growth opportunities.
• Technical Acumen: Comfortable working with B2B SaaS products, with the ability to understand technical integrations and workflows.

The Employer

Our client is a team driven by passion, committed to revolutionizing the way you experience recruitment and HR.