Customer Success Manager

Overview

Role focused on helping clients optimize financial processes and drive revenue growth.

Ideal candidate has 5+ years in Customer Success within financial services and strong problem-solving skills.

Locations

• United Kingdom, England, London

Requirements

• 5+ years in Customer Success or similar role
• Customer-focused mindset
• Excellent communication skills

Responsibilities

• Support onboarding for new clients
• Serve as primary contact for client inquiries
• Monitor key client health metrics
• Build relationships with key stakeholders
• Collect and analyze client feedback
• Monitor product usage
• Provide tailored strategic insights
• Support Treasury team with client trades

Benefits

• 27 days off plus UK bank holidays
• Birthday leave
• Enhanced parental leave
• Global workspace
• Learning budget