Project Manager - Customer Success

Moneyhub; United Kingdom; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services provider in the UK is seeking a Project Manager to join their Customer Success team. You will deliver high-quality projects and services to enterprise clients while collaborating with teams across the organization. Ideal candidates should have experience in SaaS solutions and strong project management skills, with a customer-centric approach. This full-time role offers remote work options and competitive benefits.

Benefits

5% company pension contribution

25 days holiday plus bank holidays

Private medical insurance

Family pay for new parents

Professional development allowance

Qualifications

• 2+ years of experience delivering SaaS solutions, preferably in fintech.
• Demonstrable project-management skill in an agile environment.
• Strong communication and stakeholder management abilities.

Responsibilities

• Build and maintain trusted relationships with enterprise clients.
• Lead day-to-day client projects and ensure seamless transition from sales to support.
• Collaborate with teams to deliver outcomes and identify improvement opportunities.

Skills

Project management skills

Client engagement

Data analysis

Cross-functional collaboration

Job description

Moneyhub empowers financial services firms with real‑time insight into customers' financial needs and status, enabling informed actions. Our analytics allow clients to build personalized journeys, enhance engagement, optimise acquisition and servicing costs, and increase conversion rates.

What We Offer

We have offices in London and Bristol, offering remote work based on proximity to either city. Benefits include pension contributions, holiday allowance, private medical insurance, family pay, health and life cover, professional development support, and more.

We offer:

• 5% company pension contribution from first day
• 25 days holiday + bank holidays, increasing to 30 after two years
• Private medical insurance with pre‑existing conditions coverage
• 3‑month family pay for new parents
• Permanent health and life insurance (enhanced cover)
• Employee assistance programme
• Professional development allowance
• Life event leave
• Cycle‑to‑work scheme
• EV car scheme
• £750 for professional memberships
• Remote working support and high spec laptop

Mission for the Role

A Project Manager within Moneyhub's Customer Success team delivers products and services to clients and owns Client Success and Support strategies. You will provide first‑class service, working closely with Product Manager and Sales Director to ensure excellence from sales through to support.

Core Responsibilities

Client Engagement & Delivery Leadership (60%)

• Build and maintain trusted relationships with enterprise clients
• Lead day‑to‑day client projects, chasing actions, mitigating risks, troubleshooting issues
• Ensure seamless transition from sales to delivery and ongoing support
• Facilitate client workshops and meetings, remotely and on site
• Provide proactive communication and status updates tailored to client needs

Cross‑Functional Collaboration & Strategy (20%)

• Work closely with Sales, Product, and Engineering to deliver outcomes and identify improvement opportunities
• Partner with Senior Leadership to evolve Client Success and Support strategies
• Use client data and analytics to highlight trends, risks, and opportunities
• Champion the voice of the customer to surface issues early and act on them

Commercial & Continuous Improvement (20%)

• Support Sales in identifying cross‑sell and up‑sell opportunities
• Collaborate with Finance for accurate invoicing and timely payments
• Support client escalation meetings and contribute to continuous improvement
• Assist in business planning and prioritisation by understanding revenue, client potential, and pipeline

Success Timelines

At 3 Months (Onboarding & Foundations)

• Fully understands Moneyhub's products and client expectations
• Has built key relationships with Sales, Product, and Delivery teams
• Assists in initial client engagements and delivery meetings confidently
• Manages first project(s)

At 6 Months (Proficiency & Impact)

• Manages multiple client projects independently from initiation to post‑delivery support
• Demonstrates strong stakeholder management and communication skills
• Identifies client growth opportunities and shares insights with Sales and Product
• Contributes to evolving Client Success strategy and process improvements

At 12 Months (Leadership & Strategic Influence)

• Recognised as trusted advisor to clients
• Proactively identifies risks, opportunities, and innovations that enhance delivery and satisfaction
• Drives strategic improvements across client support and delivery practices
• Demonstrates measurable impact on retention, client satisfaction, and account growth

DNA & Characteristics

• 2+ years of experience delivering SaaS solutions, B2B in fintech or similar
• Demonstrable project‑management skills in an agile, matrix‑managed environment
• Client‑centric, ensures first‑class experience
• Delivery‑focused, manages multiple complex projects
• Collaborative across teams (Sales, Product, Engineering)
• Analytical, uses data and insight to improve performance
• Technical understanding of solutions architecture and deployment
• Proactive communicator, keeps stakeholders informed
• Adaptable, thrives in fast‑paced evolving environments
• Professional & empathetic, maintains high communication standards

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Other

Industries

IT Services and IT Consulting